Commentary

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04 Jan

Posted at 14:47h in Portfolio Updates

HIMS 8.55 We got long at 6.70 average, the stock hit 9.80 two days ago on a breakout and now dropping hard. I think related to Eli Lilly announcing weight loss drug direct to consumer offering, this could cause problems long term for HIMS.  Best to...

03 Jan

Posted at 13:59h in Portfolio Updates

Notes on market first QQQ ETF: Correction normal It's common to see a pullback in first week or so of January following a large year end rally.  Markets were extended and tax avoidance selling happens in early January as well. This can lead to Algo's selling stocks...

14 Dec

Posted at 10:58h in Portfolio Updates, Research Reports

CRSP 61.50- New Position  Target 93 plus  Side Notes first: HIMS at 8.83, continues to look great and we are holding.  TGTX over 17 also looks great up 60% or so for us, still holding. MEEC at 90 cents consolidating, waiting on likely more settlements in February...

06 Dec

Posted at 08:14h in Portfolio Updates

COYA -8.28 pre market as of 8 am EST Wednesday Average entry 4.50 I've been advising from 4 to 5 to buy/accumulate COYA and hold. The IPO was at 5 in a tough Biotech market, but the science is hard to ignore here along with the management...

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