PFE

Insider Buying 02-14-25 Buyers Coming Back as Blackout Abates and Uncertainty Rocks Stocks

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As Q4 earnings announcements start to wind down, we would expect to see a pickup in insider activity. We are seeing that, particularly in sectors that have sold off in anticipation of possible Trump regulatory changes that would make business more challenging and potentially less profitable. Of course, no one really knows for certain about any of this as Trump has shown a great propensity to say one thing and actually do another.  He may be bluffing, posturing or may change his mind. It’s very unpredictable but you have to assume when insiders buy into this, they are considering this, … Read more

Pfizer just sold $4 billion of bonds rated AA for less than their dividend yield

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NEW YORK–(BUSINESS WIRE)– Pfizer Inc. (PFE) today announced the pricing of a debt offering consisting of five tranches of notes: $750,000,000 aggregate principal amount of 0.900% notes due 2017 $1,000,000,000 aggregate principal amount of 1.500% notes due 2018 $500,000,000 aggregate principal amount of floating rate notes due 2018 $1,000,000,000 aggregate principal amount of 3.000% notes due 2023 $750,000,000 aggregate principal amount of 4.300% notes due 2043   Memo to the  investor.  Pfizer pays a 3.31% dividend yield.  What would you rather own, a 3% ten year Pfizer bond that has no chance of raising it’s dividend or the common stock … Read more

Seeking Blue Revisit

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We developed an investment thesis based on the discounted cash flow valuations of some of the most credit worthy companies in the S&P 500.  All of them blue chips, trading at substantial discounts to their net worth, we called this “Seeking Blue”.  You can see our original analysis at http://workshops.saxangle.com/seeking-blue/.  We decided to revisit this valuation.  The bottom line is that many of these companies remain substantially undervalued.  And this is with our pessimistic scenario of zero growth and pressure on operating margins. The results from July 18,2012 are below:   Description Ticker Price  7/18/12 5/3/13 Change Pfizer PFE  $23.14  $28.96 … Read more

Blue Chip Is The New Alpha – Seeking Alpha

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We loved this provocative article from Seeking Alpha, especially the quote from Alexander Graham Bell.  We may be biased though as we are also long JPM,K,MSFT, INTC, MCD, PG and BP and the author, Stephen Perry, is interning for us this summer. Blue Chip Is The New AlphaJuly 30, 2012  | 3 comments  |  includes: AAPL, ABT, CL, CVX, DD, GE, IBM, JNJ, JPM, KO, MCD, MDT, MMM, MRK, MSFT, PEP, PFE, PG, T, TGT, VZ, WFC, WMT, XOMIts been difficult to find alpha in a market that is so volatile and dependent on global macro events, but I think Ive … Read more

Charlie Sheen Shorts Berkshire Hathaway. Proves you can still make a killing in the market while wasted.

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The Sax Angle created a hypothetical portfolio for Charlie Sheen.  Our extensive backtesting proves you can still get wasted and make a killing in the stock market.

Charlie Sheen’s stock portfolio produced enormous gains while his career floundered.   That’s the conclusion that the analysts at the SAX  ANGLE came to while building a hypothetical portfolio of Charlie Sheen’s stock holdings.  Based on public information, TV shows, and extensive web gossip, we concluded that Charlie Sheen should own or control significant stock in nine companies, some private and public.

1. Playboy Enterprises– PLA.A

Charlie Sheen should get involved in a group offering a rival bid to Hugh Hefner’s attempt to take Playboy (PLA) Enterprise private.  Once a sought out guest of the Playboy Mansion, Charlie should plan behind the scenes to throw out its namesake owner. Once his buyout group gets control of Playboy, we suggest that Charlie plan to move into the mansion and mummify Hef and display him wax figure like descending the entrance stairs.

2. Laboratory Holdings- LH

Sheen should work with the drug testing giant’s research lab to make drug tests anyone can pass.  Charlies should direct his agent to make a deal for him to be the spokesperson for the new “Easy Pass Come Clean Machine.”

3.  Betty Ford Clinic Buyout

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