Commentary

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21 Apr

Posted at 07:19h in Portfolio Updates

I will be speaking with with a few Top Executives of some of our beat down names this morning and early afternoon. I will provide actionable updates and ideas this afternoon on our portfolio We have been in a short term bear cycle in Biotech and...

15 Apr

Posted at 13:27h in Portfolio Updates

Someone has a vendetta out on GreenBox it would seem with the stock going from 19.40 on Monday on a big up day to 8.50 lows today.  A short article hit piece came out today, same group that were smashing ATOM from 12 to 8.50...

07 Apr

Posted at 11:41h in Portfolio Updates

Notes on a few positions: I'm looking into 3-4 more fresh ideas, and will try to whittle those down to just one for TPS. They come to me weekly from some of the brightest advisors in the business, and I have to filter through them for...

31 Mar

Posted at 09:16h in Portfolio Updates

Some additional TPS Position updates not covered yesterday: BIVI- 17.50   I believe we are likely to hear about a new CEO fairly soon and this could be a mover for the stock. Lets keep in mind that Biotech has been slammed since early February and there...

30 Mar

Posted at 12:35h in Portfolio Updates

Quick notes on a few names, I'll update others this week Strongest positions on a technical basis relative to market: GBOX, MEEC, MARA all setting up in nice weekly  base patterns and strong relative strength to Tech Stocks/Biotech hard correction since Feb 15th window YAYO- $3.14  I am...

TPS
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