12-13-2016, 01:13 AM
(12-12-2016, 06:14 PM)Rasec Wrote: GILD if you can stomach it.
I agree that GILD is at a great value, but has some question marks. I think it's gotten to the point where the HCV business could completely go away and you'd still be buying it at fair value on the HIV and other drug sales. I haven't added to my position at all, but am quite content holding what I have and seeing how it goes.