Commentary

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29 Oct

Posted at 09:41h in Portfolio Updates

Obviously the stock market has taken a huge hit over last many weeks, with the small caps down 17-18% at their lows from the 2018 highs.  NASDAQ down 13% or so at its lows and so forth. Biotech also got hammered with the XBI ETF going...

19 Oct

Posted at 08:21h in Research Reports

Waitr- The next Grub Hub? LCA- Lancadia Holdings- $11.80 Target $23-$30 within 12 months for 100-150% gains potential Food Delivery  company with 100% year over year growth going public via SPAC acquisition closing by year end. Trading at fraction of valuation accorded Grubhub with faster growth and supreme...

17 Oct

Posted at 09:19h in Portfolio Updates

We have 4 remaining TPS Positions as we have closed out 4 positions in the past 2-3 weeks.  We sold off XON on a the spike from 14 to 17.50-19 area for break even or 3-7% losses.  We felt the PR on Cannabis  was a...

15 Oct

Posted at 09:39h in Portfolio Updates

AQMS 2.85 area We are closing out TPS Position AQMS for a loss here on the rally up from 2.28 to 3.06 area in last 48 hours.  Now around 2.85, we are down about 7-10% on the position overall. We are  closing out various positions of late...

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