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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...
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