Article Results:
[Aug 31, 2020] Pass The Bleu Cheese, Please!, by Mark Robertson
Bleu cheese isn't for everybody. Some of the companies that pop up in this month's screening results aren't either ... as we take a break from Sweet Sixteens to expand our culinary horizons.
[Jul 01, 2015] Strength In Numbers, by Mark Robertson
“It’s about creating strength in numbers ... finding common ground ... and supporting each other.” -- Jane Kim.
[Dec 01, 2010] Fund Analysis: Hoard vs. Herds, by Cy Lynch
Accumulate Nasdaq-100 (QQQQ).
[Nov 06, 2017] Cambrex (CBM), by Mark Robertson
Cambrex (CBM) is the #1 company in our Best Small Companies for 2018. The pharmaceutical development supplier is a world class company depended on by the likes of Gilead Sciences, et al.
[Aug 01, 2010] Hoard vs. Herds: QQQQ, by Cy Lynch
The average selection for the Hoard has outperformed the total stock market benchmark by +12.6% during its holding period. Accuracy stands at 68% due to some lagging healthcare positions.
[May 01, 2009] Vanguard Healthcare, by Mark Robertson
VHT is a passively managed ETF focusing on a sub-set of companies in the healthcare sector.
[Jul 01, 2005] Nasdaq-100 (QQQQ), by Mark Robertson
QQQQ is designed to follow the NASDAQ-100 index composed of 100 of the fastest growing technology and non-financial services companies listed on the NASDAQ Stock Market..
[Mar 01, 2016] Manifest 40, March 2016, by Mark Robertson
Your Most Widely-Followed Stocks: An Update
[Apr 01, 2016] Gone Rule Breaker Shopping, by Mark Robertson
This month’s tracking portfolio, David Gardner’s Stock Advisors Rule Breakers, monitors the progress made over the last 14 years.
[Jan 01, 2016] MANIFEST 40 Update, by Mark Robertson
The 40 stocks are something of a barometer because we know that these community favorites are not simply followed ... most of them are also widely owned, with considerable diligence and vigilance.
[Jul 31, 2016] Manifest 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience.
[Oct 01, 2015] Celebrating 10 Years of Favorites, by Mark Robertson
In the October 2005 issue, we launched the MANIFEST 40, built from the stocks that most frequently appear on subscriber dashboards, and this tracking dashboard has delivered a rate of return of 8.8% since inception.
[Jul 25, 2018] MANIFEST 40 Update, by Mark Robertson
Our MANIFEST 40 is a celebration of collective excellence in stock selection, strategy and disciplined patience. The rate of return since inception (2005) is 10.1%.
[Sep 03, 2020] MANIFEST 40 Update, by Mark Robertson
As we approach the 15th birthday of the Manifest Investing 40 most widely-followed stocks, we welcome Amazon (AMZN) and Disney (DIS) to the party.
[Jun 01, 2016] Best Prices Vs. Fair Value: Morningstar, by Mark Robertson
Is the market cheap or expensive? We don’t really pay much attention to this, instead rendering that same opinion on a stock-by-stock basis as we hunt for quality companies at bargain prices.
Forum Post Results:
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 11:13 AM
·
Stocks
Sales Growth Forecast We’ll use an 8% sales growth forecast based on the accompanying figure. Note that the analyst estimates for 2011 and 2012...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 11:28 AM
·
Stocks
Two other places to check for disruptions in capital structure (signals of potentially material changes) are the shares outstanding and long-term...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 11:40 AM
·
Stocks
Profitability Analysis As the accompanying figure suggests, expectations for future profitability are in the low- to mid-30% range … although the...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 11:57 AM
·
Stocks
P/E Forecast At MANIFEST, we’re influenced by a consensus of P/E forecasts. The sources include: Fair Value estimates by both Morningstar and...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 12:18 PM
·
Stocks
Equity Analysis Guide We’re ready for the Equity Analysis Guide based on a sales growth forecast of 8% … a projected net margin of 34.2% (Value...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 12:20 PM
·
Stocks
I’ve attached the EAGLE spreadsheet here if you want to check things like: What if Value Line (and Morningstar) are right and the long-term sales...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 01:32 PM
·
Stocks
>Subscriber correspondence: Isn’t 47% a bit extreme? In other words, “Am I exaggerating?” Well … NO.
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 11:21 AM
·
Stocks
Value Line uses a convention of darkening the lines on the company price chart as an indicator of potentially material changes in company...
Gilead Sciences (GILD)
· by
William (Bill) Thompson
·
11/27/2009 05:05 PM
·
Portfolio Design & Management
Gilead Science, GILD, was added to the Challenge Club watchlist in November. In reviewing GILD, I found that GILD beat EPS estimates in the...
Gilead Sciences (GILD)
· by
Laura Scott
·
04/22/2010 08:22 PM
·
Stocks
Did anybody take notice of the 10% drop in price on GILD yesterday due to its lowered guidance based on the health care reform that is coming? Here...
Gilead Sciences (GILD)
· by
Mark Robertson
·
06/29/2016 10:01 AM
·
Stocks
Responding to a question about developments/news at Gilead Sciences (GILD) via Hugh McManus and this reminder that all Company Report pages now...
Gilead Sciences (GILD)
· by
Mark Robertson
·
02/23/2017 08:55 AM
·
Stocks
http://www.valuewalk.com/2017/02/undervalued-gilead-sciences-fcfev-yield-30-shareholder-yield-17/
Gilead Sciences (GILD)
· by
Nicholas Stratigos
·
02/23/2017 09:59 AM
·
Stocks
Need to do a more in depth dive but this is starting to feel like a buying opportunity. Thanks Mark.
Gilead Sciences (GILD)
· by
Mark Robertson
·
02/23/2017 01:07 PM
·
Stocks
It came up in discussions with Ken Kavula the other day as “one of the stocks that wrecked Groundhog 2016 portfolios.” So, some of us are due some...
Gilead Sciences (GILD)
· by
Mark Robertson
·
04/19/2017 12:37 PM
·
Stocks
Some excerpts from John Kimmel’s Brookfield Digest regarding Gilead Sciences (GILD): Questions and Answers Q. Concerned about Gilead. It has been...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/26/2011 08:28 PM
·
Stocks
I am perplexed by this company and various anticipated returns I see. Presently, MANIFEST gives GILD a PAR of 15.7%. My SSG produces a PAR of 9.7%....
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 10:50 AM
·
Stocks
Thanks for the question, Roy. Let’s take a look at all of the key milestones for Gilead Sciences (GILD) and see if we can remove any of that “...
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 10:54 AM
·
Stocks
Company Description Gilead Sciences discovers, develops, and commercializes proprietary treatments for viral diseases, marketing them in the U.S....
Gilead Sciences (GILD)
· by
Mark Robertson
·
05/28/2011 11:48 AM
·
Stocks
>I forgot to include a note that 2A is Down, which I think is a concern for new and experienced investors. (?) Be careful with the label slapped...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 08:52 PM
·
Stocks
1. While I am trying to take the training wheels off, ignoring PERT A&B seems too extreme for me, at least presently. That is going to take a...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 09:19 PM
·
Stocks
Re: Sales Growth Forecast: First, my original analysis used 10%. I revisited my research and “pumped” it up to 11%, which matches Value Line’s...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 09:26 PM
·
Stocks
Re: “Two other places….” I did not consider those factors (shares outstanding& long-term debt) when I made my determinations on my SSG. I see...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 09:38 PM
·
Stocks
Re: 2A: I can see if 2A & 2B are used mechanically, they do become just “labels.” But, used judiciously, seeing a drop from 58% to 49% in 4...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 09:54 PM
·
Stocks
Re: Forecast P/E. I’m not sure how to mix all of that together to get the consensus you got, or exactly where you get the 16.5 from VL. Just taking...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 10:04 PM
·
Stocks
The Equity Analysis Guide. I am lost again, primarily where some of the numbers come from. Sales (TTM) shows 8117, but I show 7919 (from VL), or...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 10:13 PM
·
Stocks
I tried to use the EAGLE spreadsheet, but the 13.2% PAR did not change. I have the same problem with Bob Adams’ spreadsheets. There is a certain...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 10:16 PM
·
Stocks
I don’t know who “Subscriber correspondence” is, but I certainly raised an eyelid @ the 47.1% projected sales growth. So, 47% is not a bit extreme....
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/28/2011 10:19 PM
·
Stocks
Mark, Thank you for your hard work and insight. As shown, I lack a lot of understanding about your thought processes, and maybe I am not as far...
Gilead Sciences (GILD)
· by
Tami DeAngelis
·
05/29/2011 09:51 AM
·
Stocks
Learn something new every day Mark. I didn’t know about the thicker lines on VL. I will be more observant in the future. Thanks.
Gilead Sciences (GILD)
· by
Bonnie Mohammad
·
05/29/2011 10:52 AM
·
Stocks
I found the whole conversation fascinating! Will definitely read through the forums more completely in future. So much good information on Manifest...
Gilead Sciences (GILD)
· by
Faith Fessenden
·
05/29/2011 02:51 PM
·
Stocks
Ditto on the bold lines on VL page – that was new. Can you pick a few other interesting examples on those for an exercise? thanks was a great read...
Gilead Sciences (GILD)
· by
Roy Chastain
·
05/31/2011 07:56 PM
·
Stocks
Mark, When I looked at the Drug Industry a week ago, Manifest Investing showed GILD with a PAR of 15.9%. When you did your analysis on Saturday,...
Gilead Sciences (GILD)
· by
Kurt Kowitz
·
06/01/2011 08:53 AM
·
Stocks
Roy: The price increased 3.24% over the past 7 days. Fundamental data was also updated on 5/27/2011, which can change the forecast. You can find...
Gilead Sciences (GILD)
· by
Paul Witt
·
06/01/2011 09:13 AM
·
Stocks
The forecasted sales growth was lowered from 10.8% (on Friday) to 8.2% (By Tuesday).
Gilead Sciences (GILD)
· by
Robert Hays
·
06/02/2011 12:04 PM
·
Stocks
Kurt, Generally, how soon after eranings release can we expect to see updated fundamental data in MI? Thanks. Bob
Gilead Sciences (GILD)
· by
Jim Thomas
·
06/03/2011 03:32 PM
·
Stocks
Hi Mark, > Value Line uses a convention of darkening the lines on the company price chart as an indicator of potentially material changes in...
Gilead Sciences (GILD)
· by
Mark Robertson
·
06/03/2011 06:15 PM
·
Stocks
>Is that convention documented by Value Line somewhere? I don’t see it referenced in VL’s “How To Invest In Common Stocks” or “The In-Depth...
Gilead Sciences (GILD)
· by
Jim Thomas
·
06/04/2011 05:12 PM
·
Stocks
> I tried to use the EAGLE spreadsheet, but the 13.2% PAR did not change. < For some reason Mark turned off Auto-Calculate. If you change...
Gilead Sciences (GILD)
· by
Jim Thomas
·
06/04/2011 05:23 PM
·
Stocks
> Sales (TTM) shows 8117, but I show 7919 (from VL), or 7790 using 1Q2011’s Sales in lieu of 1Q2010. < 8117 = 1938 + 1999 + 2050 + 2130. It’s...
Gilead Sciences (GILD)
· by
Mark Robertson
·
06/05/2011 08:34 AM
·
Stocks
Bob, Generally, how soon after earnings release can we expect to see updated fundamental data in MI? Updates are not generally triggered by...
Gilead Sciences (GILD)
· by
Mark Robertson
·
06/07/2011 08:42 AM
·
Stocks
I don’t know who “Subscriber correspondence” is, but I certainly raised an eyelid @ the 47.1% projected sales growth. So, 47% is not a bit extreme....
Gilead Sciences (GILD)
· by
Mark Robertson
·
04/28/2021 08:08 AM
·
Stocks
What A Difference A Year — and Curing An Affliction — Make Gone are Gilead’s halcyon days. From December 2011 to May 2015, the stock price climbed...
Gilead Sciences (GILD)
· by
Mark Robertson
·
09/28/2022 03:37 PM
·
Stocks
Value Line Close (9/30/2022) We have reduced our 3-5 year Target Price Range for this stock from $80-$100 to $70-$90. The Immunomedics buy isn’t...
Investing Round Table (March 2021)
· by
Mark Robertson
·
03/29/2021 10:07 AM
·
Stocks
Stocks Likely To Be Reviewed or Considered Construction Partners (ROAD) Gilead Sciences (GILD) Mercury Systems (MRCY) Regeneron (REGN)
Google Quiz
· by
Mark Robertson
·
08/19/2014 05:08 PM
·
General Discussion
Update: We’ve nailed down four of them. Adding Netflix (NFLX), Priceline (PCLN) and Gilead Sciences (GILD). There’s a couple of near misses here,...
This Week at MANIFEST (10/12/2012)
· by
Mark Robertson
·
10/08/2012 08:34 AM
·
General Discussion
Companies of Interest Materially Stronger: Gilead Sciences (GILD), Watson Pharma (WPI), Pfizer (PFE) Materially Weaker: BHP Billiton (BHP)
This Week at MANIFEST (7/12/2013)
· by
Mark Robertson
·
07/08/2013 09:12 AM
·
General Discussion
Companies of Interest Materially Stronger: Gilead Sciences (GILD), Albany Molecular (AMRI) Materially Weaker: Pan American Silver (PAAS), Kinross...
Investing Round Table (April 2021)
· by
Mark Robertson
·
04/27/2021 12:08 PM
·
Stocks
Stocks Likely To Be Discussed a2 Milk Company (ACOPY/ACOPF) DXC Technology (DXC) Gilead Sciences (GILD) Regeneron Pharma (REGN) Challenge Stock(s)...
Bought GILD
· by
Anne Manning
·
03/02/2016 11:11 AM
·
Decisions Manifest
Added GILD to Roth account. Price (89.12) approximately 7% above 52 week low.
Bought GILD
· by
Diane Moore
·
04/11/2017 11:36 AM
·
Decisions Manifest
Added to my position. It seems to me that the company is very high quality with good prospects, but Mr. Market is holding it down. He’ll catch on...