With the LD Microcap index off 27% from 2018 highs, micro caps have been in a bear market while large cap blue chips in a bull market during the same window of time. This could change going into 2020 as risk on returns in my opinion. ...
Conversation with Executive Team on 10/10/19 Notes:I had a conference call with Matt Jones, Marc Emalfarb and Ping Rawson yesterday. We were on the call for over 1 hour. I have to say I came away quite happy to be a shareholder and adding more...
Just wanted to do a quick update on a few of our names PRVB- $6.28 per share. Stock getting hit hard again. I reached out to Pasha Sarraf the brilliant analyst for Leerink, and this is what he said today. There is nothing logical going on here. It’s...
I was waiting until the end of the September quarter window dressing and rotation before doing an update on positions. Lots of volatility and also developments in last 3-4 weeks on many names. Make sure to review Yahoo Finance for news updates on all symbols,...
Market is trending up as expected, cyclically and elliott wave wise, our positions are starting to move. Looking to possibly delete and add a position soon. Small caps should start coming into favor again as recession fears subside. Quick updates: SOLY- $13.70- Ready to break out past...
September is here and the 20 month cycle is ending, the market is moving up. I believe it will drag small caps upwards as risk-on returns into calendar year end. Our positions are now getting traction, as I said August is the month to buy beat...
Just some quick notes on a few positions for this end of August week. First off, on the general market. The small caps have been underperforming the large caps for several months, but I expect that to change. I also am bullish on the broader market...
Its been awhile since I've done an update and there has been a lot of volatility in August which is common, plus lots of news. I'm going to try to keep it brief and tell you the positions I think are in best ranges to...
CATS 15.44 close of 8/15/19- Adding 2nd 1/2 tranche up to $16-$16.25 per share after 13% drop on Thursday's trading day. Conference Call Transcript- Suggested reading, especially the Q and A section at end 12-16 month targets range from $35-$75 per share based on conference call assessment...
PRVB 9.55 area I wrote this up at $11 area in June with expectations of $22 in 12 months and $50 in 3 years, that is still the case. I had put a stop at $9 and to be 100% honest had forgot about the Stop and...
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