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portefeuille (99.66)

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July 22, 2009 – Comments (25)

biotech investing

the best 2 or 3 stocks make it worth the pain.

 

25 Comments – Post Your Own

#1) On July 22, 2009 at 11:34 AM, portefeuille (99.66) wrote:

One more "hit" and I will apply for the assistant biotech god position. Is zzlangerhans back out of Africa?

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#2) On July 22, 2009 at 11:44 AM, portefeuille (99.66) wrote:

by the way.

if there would be no $1.50 threshold in the "caps" game I might have scored over 2000 points with just one pick

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#145) On March 10, 2009 at 3:06 PM, portefeuille (99.98) wrote: HGSI - 0.50 - outperform

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(from here)

HGSI is currently at ca. $14.08. $0.50 -> $14.08 (+2716%).

My "biotech sector score" is currently at ca. 1700.

On among other things the stupidity of the $1.50 rule see this post.

 

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#3) On July 22, 2009 at 11:59 AM, portefeuille (99.66) wrote:

On among other things the stupidity of the $1.50 rule see this post.

For a discussion of among other things the stupidity of the $1.50 rule see this post.

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The $1.50 rule is particularly stupid since the price can be lifted by a split above any threshold.

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(from that post)

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#4) On July 22, 2009 at 3:28 PM, portefeuille (99.66) wrote:

porsche in frankfurt trading

 


 

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#5) On July 22, 2009 at 3:31 PM, portefeuille (99.66) wrote:

Porsche supervisory board meeting on Wednesday: source

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#6) On July 22, 2009 at 3:46 PM, portefeuille (99.66) wrote:

Kampf um Porsche kurz vor der Entscheidung

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#7) On July 22, 2009 at 7:13 PM, portefeuille (99.66) wrote:

Intuitive Surgical Announces Second Quarter Earnings

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#8) On July 22, 2009 at 7:16 PM, portefeuille (99.66) wrote:

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Ad-hoc-News
DGAP-Adhoc: Porsche Automobil Holding SE: Porsche-Aufsichtsrat beschließt Kapitalerhöhung über fünf Milliarden Euro
23.07.2009, 00:57:14

Porsche Automobil Holding SE / Kapitalerhöhung 

23.07.2009 

Veröffentlichung einer Ad-hoc-Mitteilung nach § 15 WpHG, übermittelt durch die DGAP - ein Unternehmen der EquityStory AG. Für den Inhalt der Mitteilung ist der Emittent verantwortlich. 
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Porsche-Aufsichtsrat beschließt Kapitalerhöhung über fünf Milliarden Euro 


Stuttgart. Der Aufsichtsrat der Porsche Automobil Holding SE, Stuttgart, hat in seiner außerordentlichen Sitzung am heutigen Mittwoch dem Vorschlag des Vorstands zugestimmt, eine Kapitalerhöhung im Volumen von mindestens fünf Milliarden Euro vorzubereiten. Diese kann in Form einer Bar- und/oder auch einer Sacheinlage geleistet werden. Damit sollen die Voraussetzungen für die Bildung eines integrierten Automobilkonzerns aus Porsche SE und Volkswagen AG geschaffen werden. 23.07.2009 Finanznachrichten übermittelt durch die DGAP 

--------------------------------------------------------------------------- 

Sprache: Deutsch Emittent: Porsche Automobil Holding SE 
Porscheplatz 1 
70435 Stuttgart 
Deutschland Telefon: +49 (0)711 911-11000 Fax: +49 (0)711 911-26375 E-Mail: info@porsche.de Internet: www.porsche-se.com ISIN: DE000PAH0038 WKN: PAH003 Börsen: Regulierter Markt in Berlin, Frankfurt (General Standard), 
München, Stuttgart; Freiverkehr in Hannover, Düsseldorf, 
Hamburg; Terminbörse EUREX 

Ende der Mitteilung DGAP News-Service 

--------------------------------------------------------------------------- 


--------------------------------------------------------------------------- 
Firmenname: Porsche Automobil Holding SE; Land: Deutschland; VWD Selektoren: 1P;

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(from here)

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#9) On July 22, 2009 at 7:46 PM, portefeuille (99.66) wrote:

Porsche board okays cap hike of at least 5 bln eur

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#10) On July 22, 2009 at 7:47 PM, portefeuille (99.66) wrote:

CIT tender offer should be rejected, CreditSights says

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#11) On July 22, 2009 at 8:57 PM, portefeuille (99.66) wrote:

Porsche sucht Zuflucht bei VW

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#12) On July 22, 2009 at 10:20 PM, portefeuille (99.66) wrote:

One more "hit" and I will apply for the assistant biotech god position. Is zzlangerhans back out of Africa?

Bristol-Myers Squibb to Acquire Medarex

MEDX ended after-hours trading today at $15.95. It closed "regular trading" at $8.40.

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#13) On July 23, 2009 at 12:39 AM, portefeuille (99.66) wrote:

East Asian Economies May Have ‘V-Shaped’ Recovery, ADB Says

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#14) On July 23, 2009 at 10:55 AM, portefeuille (99.66) wrote:

Affymetrix shares up on narrower-than-expected Q2 loss

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#15) On July 23, 2009 at 10:57 AM, portefeuille (99.66) wrote:

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#251) On March 17, 2009 at 10:20 PM, portefeuille (99.98) wrote: AFFX - 2.65 - outperform

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(from here)

AFFX is currently at ca. $7.78.

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#16) On July 23, 2009 at 2:52 PM, portefeuille (99.66) wrote:

Celgene Posts In-Line Profit, Announces Positive Revlimid Data

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#17) On July 23, 2009 at 2:54 PM, portefeuille (99.66) wrote:

Bristol-Myers Bolsters Biologics in Medarex Buy

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#18) On July 23, 2009 at 7:29 PM, portefeuille (99.66) wrote:

************************************************************************************

a guide to my blog posts can be found in the comment section to this post

(should be or should be close to the last comment)                                                                

************************************************************************************

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#19) On July 25, 2009 at 12:40 AM, checklist34 (99.73) wrote:

hey porte, i'm skeered of biotech speculation, I just don't know spit aboutit. 

are these all your picks here on CAPs?

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#20) On July 25, 2009 at 9:29 AM, portefeuille (99.66) wrote:

Yes, they are from here. I'm afraid my biotech knowledge does not really justify my "performance". I should either study the subject more seriously or screw up with my calls to bring the two "in line".

But biotech stocks might turn out to be my secret weapon in this challenge.

 

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#21) On July 25, 2009 at 9:35 AM, portefeuille (99.66) wrote:

... or this one.

 

 

If you had simply chosen more stocks you might have caught him already.

At least you appear to have the money to let your performance translate to some "serious" gains in absolute terms, not just relative ones, hehe ...

 

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#22) On July 25, 2009 at 12:02 PM, portefeuille (99.66) wrote:

update

 

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#23) On July 25, 2009 at 8:54 PM, checklist34 (99.73) wrote:

hey porte, I for sure have proven to be a relatively poor CAPs player.  If only i'd have recommended TNL, DIN, LVS, MGM, WYNN, BYD, MET, PRU, AFL (and basically all other insurers) near the market bottom where I bought htem...

oh well, whats a boy to do?  In real life I'm in the middle of the range of my goal of 2-3 x my money in 2-5 years buying into the crashing market.  And I'm only about 8 months in.  

So thats gone pretty well.  But its not like I can say it happened because i'm smart or anything.

The magnitude of the panic and the sheer scope and determination of hyperactive permabears all but ensured that someone willing to go long in real life with actual $$$ in stocks that were beaten down and out of favor, anytime from mid-january through early april would wind up with massive once-in-a-lifetime returns even if they didn't do a very good job picking stocks. 

the current price/book of my real life portfolio is about 0.7, and i'm 2.7ishx my money since the market bottom so apparently it was about 0.25 at the market bottom.    

My success is made possibly by hyper-bear attitudes and that p/e chart the hyper bears love to parade around.  They look at it, decide that even at 700 the S&P needs to be shorted, and the magnitude of their conviction...  probably means the market can go considerably higher.  

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#24) On July 28, 2009 at 4:45 PM, portefeuille (99.66) wrote:

My success is made possibly by hyper-bear attitudes and that p/e chart the hyper bears love to parade around.  They look at it, decide that even at 700 the S&P needs to be shorted, and the magnitude of their conviction...  probably means the market can go considerably higher. 

Well, we did our best telling everyone how misleading that chart was. Not our fault ...

Are stocks cheap or not? Valuation of the S&P

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#25) On July 31, 2009 at 12:28 PM, portefeuille (99.66) wrote:

update

 

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