The Shale Data Dump

[mrmarket]

Drilling for a new winner...it will come from one of these 200 stocks...which ones do you like??


AAC AAN AAP AAPL ABC ABG ACE ACGL ACT ADS AEC AFCB AFSI AHC AKRX ALJJ ALK ALOT ALXN AMBA AMGN AMNF AMOT AMP ARMH AVB AVGO AVNR BABA BFAM BIDU BIIB BITA BMRC BWLD CACC CALM CAVM CBF CBG CBOE CBPO CDW CELG CHKP CHRW CIM CLDT CLWY CME CMPR CNC CNI CPHR CRR CSV CTAS CVS CZBS DAL DEPO DFT DIS DPZ EA ECL EPAM FB FEIFF FFIV FICO FLT FLWS FOX FRNK GILD GK GNCMA GNTX GPK GPRO HA HAIN HBNK HD HII HNH HNI HNNA HOLI HPT HRT IBAL ICE IMKTA IOSP JAZZ JBLU JLL JRN KNL KR KRSL LABL LBY LDL LIMAF LKQ LNBB LNKD LOAN LUV MA MAA MANH MARA MCK MIK MNST NATH NCLH NDSN NGHC NKE NLS NOAH NRTSF NTES NTIP NVEE NXPI NYMT ODFL OFLX ORCL ORLY OZRK PACD PAYC PII PJC PKG PLL PLNR PLUS PPG PRE PSDLF PTSI PVTB QLYS QTM RCPT REG RFMD RH RHI ROST RVSB RWWI RYAAY SAVE SCSS SEB SEP SFBC SGC SHW SIGI SIMO SMCI SNCR SSNS SSS STI SWI SWKH SWKS TEDU TNET TROW TSM TTWO TUP TWX UAL UCFC UIHC ULTA UNP UTHR UTL UVE V VDSI VRX XCRA Y YUM ZPIN

[investorone]

Wow-you shocked me, MM, as I thought the good bye to 2014 dump would be the last for the year, but I am glad to see this new one! I'd like to cast a somewhat different kind of vote---I vote for a second helping of SWKS. It is listed again in this dump, and you can buy it at the new price to show it as a new holding, and then give it a different 15% price target.

[tiedyed1]

I like:

CELG: cheapest of the biotechs with a strong pipeline
BWLD: more growth ahead as well as more people eating out in 2015
ODFL: still love this long term chart along with low oil rpices and strong transportation sector looking forward

[drutzen]

after today I am going with GILD, still a strong pipeline and I am hoping it was way overdone, got in at 95.5 and 93.25

[riverbabe]

after today I am going with GILD, still a strong pipeline and I am hoping it was way overdone, got in at 95.5 and 93.25

IMHO, GILD going down for a while due to over-reaction to ExpressScripts decision.

[tiedyed1]

re: GILD

IMHO, GILD going down for a while due to over-reaction to ExpressScripts decision.

I agree. Not time to jump into GILD just yet. GILD is a major biopharm player, however, no matter what analysts are saying in the next few days we have no idea what impact the ExpressScripts decisions today will cause.

I am not saying GILD is not a long term buy. They have a pipeline, with Sovaldi still handily the best in its class. However, who knows what 'substantial discount' companies like ABBV had to extend to grab a chunk of the market and what this ESRX decision to omit specific drugs based on price and not quality may lead to? This is a controversy that is just getting started; so give GILD a little time. I am waiting to see where the price may move from here (and do not be surprised if you see it dip <90)