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]
continuation of "my list of calls" (see this post).
you might want to sell some FOLD shares. [more]
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.
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]
I think I like ANTH. I will write something about it in the comment section. Have to do some reading first ...
I think I am almost finished with my portfolio adjustments (see this post). [more]
The KOSPI makes "new 52w highs" again, the DAX might "follow". [more]
I just bought some XNPT shares making XNPT shares my fourth-largest position (around 2% of the portfolio, see comment #11 here).
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]