A few weeks ago I wrote a post called ‘Downsize…Focus…Pounce ‘ that was aimed at getting people to focus – on the optimistic. The first two ideas that I posted on watching, ideas that I went long – Qualcomm and Biotech ETF’s, have now both exploded. I had no special insight or inside information. I …
Tagged: Biotech
Biotechs – Focus on Strength…I Told You So.
Last week I pointed out that the Biotechs looked like they would lead if we went higher, because they were holding up so well into the meltdown. QDEL, AUXL and BBH were my longs at the time. I mentioned BBH (an ETF) and Eric mentioned IBB (an ETF with wider representation) in the comments. I …
LifeCell (LIFC) on Wallstrip
Since 2005, Lifecell (LIFC) has been a wild , but great ride for investors. I added some shares in July 2007 and still hold it . I will let Julie do the talking about this one for me on Wallstrip . Small biotechs continue to show leadership, but as always, they will rip your heart …
Gas is Good…Other Strength as Well
Despite my give up of milk, gas remains a problem in our house. Despite the economic slowdown (or the one they talk about on tv), gas and oil prices remain strong. Eric just sent me a list of energy stocks busting or ready to bust to new highs…they include UPL, KWK, COG, TXCO (I own …
Gilead Sciences (GILD), Inc of Wallstrip….Biotech Keeps Showing Up!
It is worth speculating which sector will survive the bear. I have speculated in the past that it would be niche biotechs. Solar, China, Oil could continue, but it is ususally some different sector that leads the way. I am surprised by how many we have covered on Wallstrip. Today, it’s Gilead’s turn for Julie …
Cepheid (CPHD) On Wallstrip…Pass The Molecules!
First off, I am buying this stock this morning. Cepheid has been rocking . Hat tip to my reader ‘Boca Girl’ bringing this wild and recent high flier to my attention back in October. We finally got our hands around an idea and a show for this Wallstrippy stock . ‘Boca Girl’ says it is …
Onyx Pharaceuticals (ONXX) on Wallstrip
The cancer trend is an awful one, but one where the biggest payday’s lie for the winning companies. Lot’s of money has flowed into Onyx Pharmnaceuticals in the last few month. Here is their website . Anyone who reads this blog knows that I try and stay away from biotech. I own QDEL, AUXL and …
Biotech Boom…Too Many Eyes on Amgen and Old Names
Rich people don’t want to die. That’s money, especially as the have’s separate themselves from the have not’s like never before. There are too many eyes on Amgen (AMDN) and Genentech (DNA), the ‘bellwethers’ of Biotech. ISRG is the new medical/biotech leader (I hate not owning that). Equipment, pharmacy, lifestyle, skin and beauty trumps drugs …
The Market Remains Delicious…BUT?
If you have stock with strength, the market has been so kind. My stocks are just having some spectacular runs…Navteq, Garmin (Wallstripped), Baidu (Wallstripped) are romping again. Today I noticed a few of my stocks starting to catch serious breakout bids…Synaptics, AUXL (Wallstripped) and Lifecell (LIFC). Lifecell and Synaptics have not been Wallstripped, but they …
Barry Bonds and The Biotech Index…Deep Thoughts
It is fitting that the day after the home run record by Barry Bonds, that the Biotech Index is up and likely bottoms. He is an inspiration to biotech and chemical labs around the world. Fitting that the symbol for the Biotech ETF is BBH (the Barry Bond Holder from this day forward). Mark the …