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Things are turning up in the Medical Technology area and our TPS Portfolio right now is skewed in that area on purpose. Look for more stocks in the coming 15-60 days as I may move a little faster now, almost intermediate type swings if you will...
VIR- VIR Biotechnology $30 area Infectious diseases are among the leading causes of death worldwide. Vir is focused on combining immunologic insights with cutting-edge technologies to treat and prevent serious infectious diseases. 3.3 Billion market Cap CEO former CEO of Biogen Well cashed up with over...
Last updated a few weeks ago, we are seeing strength in our remaining positions. I am covering 5 names now at about 40% portfolio weight with 60% cash. There is risk of one more market pullback perhaps, but its 50-50 now so I'm trying to...
Well markets are moving fast, we have had two bear cycles since inception of TPS which has wreaked havoc on smaller caps especially. Going forward changing the format a bit to intermediate or shorter term holds for the time being on my best ideas. Shorter write...
The markets have been slammed as all of my members of the various services know obviously. It's time to look to add another 1-2 positions fairly soon after things settle down. In the meantime, there are some positions open that I would buy or add to PRVB...
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