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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (59020)	2/6/2017 7:31:41 PM
From: E_K_S	1 Recommendation Recommended By staring Read Replies (1) \| Respond to of 78744

I am watching Dillard's, Inc. (DDS) that is selling just above BV. They own a lot of company owned real estate that is carried on the book at cost not market value. Therefore, I believe that value is understated. PE at 10 but revenue growth challenged (probably best to be selling in low end retail) but they seem to be able to maintain margins (but still low at/near 3%). I would like to start a position below $50.00/share. Grahm model valuation has them selling 42% their fair value (mainly because of their BV) so that valuation number may/could be low. I think downside small at/below $50.00/share. There are values out there and many show up if you screen the new 52wl lows. Still nothing I see are screaming buys but enough for me to make small bets. EKS

To: Spekulatius who wrote (59020)	2/7/2017 8:43:53 AM
From: Micah Lance	Respond to of 78744

RE: GILD, I wont say much as I've posted a few times about it already but the falling revenues are due to their HepC franchise declining. Their HepC franchise has a 96% cure rate which is great for society but bad from an earnings stand point as patient take the regiment and are done, whereas somebody with HIV will be a long term continuous user of the drug. Since the new year, management has been really pumping HIV as a short term solution, specifically their bictegravir compound for HIV. They previously mentioned they are going to guide HepC and HIV separately this quarter to highlight the strength in HIV. They have some good candidates in their pipeline, however it could use some work. Earnings are after market today, so maybe some more clarity will be provided about HepC which is seemingly the only thing the market is focusing on currently.