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portefeuille (99.61)

biotech SQNM

Recs

3

March 03, 2010 – Comments (6)

I have "recommended" a few stocks quite often in the "caps" game blog posts.

#1 would probably be EMC (still my favourite stock from the "somewhat boring" category and EMC shares and call options are my largest position).

#2 might be ATPG (my current "overall favourite" and unless the price of oil drops by quite a bit it is hard to imagine that the stock price will not be higer than it currently is by "quite a bit" in a few months).

#3 might be FACT (which I still like, but somewhat less for obvious reasons since its share price rose "considerably" in connection with the BIIB takeover offer).

A post on some of those stocks I keep mentioning is here.

I think it might be a good time to give an update on SQNM, which I have recommended via a few of my "caps" game players, the allstarportfolio and the tigerpackfund (tigerpack ended the "outperform" call a few days ago).

If you have SQNM shares you might want to sell a few of those now. Maybe a third or so (then sell another third at $20 and the rest at $100, hehe ...). If you don't have SQNM shares you might want to consider buying a few.

 

6 Comments – Post Your Own

#1) On March 03, 2010 at 4:35 AM, portefeuille (99.61) wrote:

So I am suggesting considering reducing (is that still within the boundaries set by the rules of grammar of the English language) exposure by about a third if you have shares or call options, to get some exposure if you don't have shares (and to quit doing something stupid like holding a short position in SQNM shares or a long position in SQNM put options, ...).

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#2) On March 03, 2010 at 7:26 AM, portefeuille (99.61) wrote:

SQNM by the way is in my little portfolio and on my list of current favourites.

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#3) On March 03, 2010 at 7:28 AM, portefeuille (99.61) wrote:

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#162) On March 10, 2009 at 11:44 PM, portefeuille (99.96) wrote: SQNM - 13.75 - outperform

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(from here)

I think this call will still turn out to be one of my better ones ... 

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#4) On March 03, 2010 at 7:36 AM, portefeuille (99.61) wrote:

I added NOVL to that list of current favourites via the following comment to that post.

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#31) On December 27, 2009 at 2:54 PM, portefeuille (99.96) wrote: add NOVL (4.17).

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Elliott Offers to Acquire Novell

I think I will take it from that list today.

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#5) On February 23, 2009 at 7:15 PM, portefeuille (99.96) wrote: NOVL - 3.27 - outperform

#1045) On March 02, 2010 at 4:51 PM, portefeuille (99.96) wrote: NOVL - end outperform - 6.16 - new rating: market perform

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(from here)

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#5) On March 03, 2010 at 7:46 AM, portefeuille (99.61) wrote:

The only really bad addition to that list (as to the subsequent performance) so far has been RHIE. At least I failed alongside Klarman ...

 

the original list.

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#29) On September 08, 2009 at 3:03 PM, portefeuille (99.96) wrote:

Here are some of the stocks I currently "like best" (as long positions of course).

BAS.DE, BAY.DE, CDE, CRME, DAI, EMC, FACT, FMVN, GLW, HL, KSB3.DE, LNUX, PAH3.DE, QGEN, RHIE, SA, SQNM, UCG.MI, VMW, VOW3.DE, YAR.OL.

This is more or less the result of a "brain storm". The last time it apparently worked (see comments #8,59 here) ...

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(from here)

 

the current list.

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ABBN:VX, AGX:GR, AIXG, ANDS, ARIA, ARRY, ATLN:VX, ATPG, BAS:GR, BAYN:GR, BION:SW, BPSG, BRCD, CDE, CRME, DAI, EMC, EXAS, FACT, GAM:SM, GLW, HEI:GR, HLCS, ISIS, JAV, KSB3:GR, LNUX, LXRX, MAIL, MRK:GR, MYGN, MYRX, NOVL, NOK, NZ, OMEX, ORTE:EY, PAH3:GR, PARD, QGEN, REP, SA, SGL:GR, SPPI, SQNM, STEC, SWV:GR, UCG:IM, VECO, VMW, VOW:GR, VOW3:GR, XNPT, XOMA, YAR:NO.

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#6) On March 03, 2010 at 8:36 AM, Superdrol (97.07) wrote:

This has been my best performing stock in my CAPS portfolio and personal.  YEAH BOY GET IT !!!!!!

 

 

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