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portefeuille (99.59)

July 2010

Recs

7

Qiagen

July 27, 2010 – Comments (12) | RELATED TICKERS: QGEN

Qiagen is a spin-off of the University of Düsseldorf. I have lived in the Düsseldorf area for most of my life and while Qiagen is the only major company in a little town right next to Düsseldorf I think it is fair to say that almost no one in that town that is not working for them knows what they are doing. It is not really a secret, people just don't care. Excluding Genentech (Roche) and Serono (Merck) it might be the second largest (by market capitalisation, behind Actelion) "biotech company" in Europe. I think Qiagen has a decent chance of being a DAX30 component company in the not so distant future (see comment #9 here).  [more]

Recs

7

list

July 24, 2010 – Comments (119)

continuation of "my list of calls" (see this post).

Recs

3

ifo

July 23, 2010 – Comments (6)

-----------------   [more]

Recs

5

biopharmaceuticals FOLD

July 21, 2010 – Comments (12)

you might want to sell some FOLD shares.  [more]

Recs

3

fund trades

July 21, 2010 – Comments (354)

As usual I will post the trades I make and some performance statistics. I will add a list showing all positions or all trades or some "background information" related to the trades occasionally.

What this "fund" is about is described here.

Recs

1

biopharmaceuticals THLD

July 20, 2010 – Comments (1)

I consider it highly unlikely that I am responsible for the "current spike" in the price of THLD, but just in case someone is "following my calls", as always use reasonable limits (and quit following me, hehe).  [more]

Recs

0

biopharmaceuticals ANTH

July 17, 2010 – Comments (7) | RELATED TICKERS: ANTH

I think I like ANTH. I will write something about it in the comment section. Have to do some reading first ...

Recs

16

positions

July 15, 2010 – Comments (150)

I think I am almost finished with my portfolio adjustments (see this post).  [more]

Recs

5

KOSPI

July 13, 2010 – Comments (5)

The KOSPI makes "new 52w highs" again, the DAX might "follow".   [more]

Recs

2

biopharmaceuticals XNPT

July 07, 2010 – Comments (9)

I just bought some XNPT shares making XNPT shares my fourth-largest position (around 2% of the portfolio, see comment #11 here).

Recs

9

biopharmaceuticals EXEL

July 04, 2010 – Comments (12) | RELATED TICKERS: EXEL

I might make EXEL shares a "2% of my portfolio" position next week. That would probably make it the 4th largest, so maybe it is a good idea to wrote a post about Exelixis, mostly to convince myself that adding to my position is a good idea.  [more]

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