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January 2013

Recs

11

Next Big Thing, and on the topic of "Hold"

January 25, 2013 – Comments (7)

This is my blog, and I ain't gettin paid for it, so I can cram two wholly separate concepts into one entry if I want.  [more]

Recs

8

Back to BAC

January 20, 2013 – Comments (19) | RELATED TICKERS: BAC , C , WFC

As you may recall - I can't find the blog post myself - two years ago, maybe a little more, I acquired a small position, what I think of as a 'half-stake', in both BAC and C, two bank stocks that had taken a colossal whooping during the subprime crisis.  At the time WFC and JPM were trading at small premiums and I decided that, BAC and C being too big to fail, and being valued lower than other issues that were also too big to fail, I'd take a flyer and wait for banks to reach parity again when the economy took off.  [more]

Recs

8

AAPL valuation

January 15, 2013 – Comments (9) | RELATED TICKERS: AAPL

I like to keep an eye on AAPL valuation.  [more]

Recs

8

Sanofi's Lemtrada

January 09, 2013 – Comments (4) | RELATED TICKERS: SNY , GCVRZ

Lemtrada is a drug developed as Campath in the Cambridge University pathology department.  It was commercialized by Genzyme for use in rare lymphomas, in which it is spectacularly successful.  The drug, a biological agent (like Humira, Tysabri, Enbrel, Rituxan and a few others) is a humanized antibody that is infused into the bloodstream and causes the depletion of certain white blood cells, called lymphocytes.  The result is an immunosuppressive effect.  [more]

Recs

6

Amazon's sky-high valuation

January 08, 2013 – Comments (9) | RELATED TICKERS: AMZN

AMZN is a fantastic company that has disrupted one business after another and leveraged technology in places where most businesses didn't even know there were places.  [more]

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