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portefeuille (99.44)

June 2011

Recs

4

fund trades

June 30, 2011 – Comments (322)

I will post the trades I make and some performance statistics. I will add a list showing all trades or some "background information" related to the trades occasionally.  [more]

Recs

8

chart

June 28, 2011 – Comments (10)

update of the usual figure displaying the S&P 500 index (at around 1290.72, see this post).  [more]

Recs

19

expertise

June 20, 2011 – Comments (14)

I think I might have reached "journeyman" status in the area of biopharma stock analysis (see table 2.1 on p. 22 here). I think a little talent might help me get to "expert" status with quite a bit less than those famous 10000 h spent on the subject. I certainly hope I am not one of those that "despite high levels of motivation" "remain at the "proficiency level" of journeyman "for life". As I have mentioned before I do to some extent consider myself well qualified to "work in finance" as I am a theoretical physicist who has worked at a small brokerage company doing equity research and developing arbitrage strategies and have worked in finance & controlling for a startup company. I am certainly glad I have chosen biotechnology as a new area of expertise. I did have little choice though, as I am usually drawn to things that I consider interesting and that are considered "difficult" (which is how I ended up with "theoretical physics", I guess) and biotech fits quite nicely. I think it is now somewhat safer to listen to those "biopharma recommendations" I am giving via my "caps" game calls, blog posts and comments (especially the "fund" related ones, see here). The great investment related advantage of being a "journeyman" is the improved ability to find the real experts, which is, as checklist34 has suspected, my greatest talent. He is probably right about that ...  [more]

Recs

7

fund trades

June 18, 2011 – Comments (198)

I will post the trades I make and some performance statistics. I will add a list showing all trades or some "background information" related to the trades occasionally.  [more]

Recs

2

TKMR

June 15, 2011 – Comments (1)

I have recommended buying a few TKMR shares in this post. That has been one of my not so great calls. TKMR has recently raised some money and I think it might be a good time to buy a few more TKMR shares should you have any or to just buy some should you not. There are currently 31000 TKMR shares in the fund with break-even of around 3.29 USD in my "fund" (see here). I still recommend holding an "RNAI basket" featuring the usual suspects.  [more]

Recs

4

INSM

June 12, 2011 – Comments (5)

I "recommended" buying a few INSM shares in March 2011 in this post. It might be a good time to sell some of those now. There are currently 910 INSM shares in my "fund" (see here) with break-even of around 1.31 USD.  [more]

Recs

1

artprice.com

June 11, 2011 – Comments (5)

one of the slightly less boring stocks with a slightly less boring CEO. one of my better calls ...   [more]

Recs

8

chart

June 10, 2011 – Comments (13)

update of the usual figure displaying the S&P 500 index (at around 1270.67, see this post).  [more]

Recs

7

portefeuille2

June 07, 2011 – Comments (2)

My main player portefeuille has specialised in biopharma stocks apparently. portefeuille2 should probably considered my "best overall player". So if you want to "follow" one of my players and are less interested in all that biotech stuff (he is #4 in the "biotechnology tag" group though, hehe) you might want to look at him.    [more]

Recs

2

ALGETA

June 06, 2011 – Comments (1)

An earlier post on Algeta is here. It might be a good time to buy a few Algeta (ALGETA:NO) shares. ALGETA:NO shares are currently one of the larger positions of my "fund" (see here). There are currently 750 ALGETA:NO shares in the fund with break-even of around 84.18 NOK. ALGETA:NO is at around 200.00 NOK now.  [more]

Recs

8

waterfall

June 05, 2011 – Comments (15)

calls from the "biopharma/instruments sector" made by my player portefeuille. The "sector selection" was not done with all that much care ...   [more]

Recs

5

outperform

June 02, 2011 – Comments (7)

evolution of the "top outperform members" list (see here).  [more]

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