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portefeuille (99.60)

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September 16, 2009 – Comments (47)

performance update








 

relative change (in %) for the stocks that are the objects of "outperform" calls made here.

(dividends not included. this is the relative change (in %) for the period starting at the time the call was made and ending ca. 09/16/09 4 p.m. ET. so this is performance, not outperformance measured against the benchmark. there may be errors in the list)

average relative change: ca. 114.52%.

I have a second list of calls here.

As usual I left out the GM "outperform" call (see comment #1 here).

 

47 Comments – Post Your Own

#1) On September 16, 2009 at 7:17 PM, DEALWITHTHEDAY (46.39) wrote:

What are your thoughts on the December, End of Year. Have they changed.

 

Also I read your comments in the article of the market. You hung in there for a while before you said "I give Up" and then you tried again. I appreciate you post thanks.

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#2) On September 16, 2009 at 7:26 PM, portefeuille (99.60) wrote:

I have no thoughts on "the market". It looks like this rally still follows the "trend line" I suggested in this post quite nicely.

 



enlarge

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#3) On September 16, 2009 at 7:31 PM, automaticaev (< 20) wrote:

he means your going to  put it in the bag.

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#4) On September 16, 2009 at 7:33 PM, automaticaev (< 20) wrote:

Te vas ponerlo el la bolsa.

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#5) On September 16, 2009 at 7:59 PM, Tastylunch (29.28) wrote:

wow I'm surprised to see you had bought Repros given their managment's past history.

what attracted you to them porte? Just a sector call?  Just curious.

I guess finding the next HGSI akes get stuck with an Ebix worth it. :)

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#6) On September 16, 2009 at 8:03 PM, mrindependent (82.22) wrote:

U DA MAN!!  I like to think I am good at this stuff, but I know I ain't that good.  I am trying to learn how you think.  Your picks don't fit in any easily defined box.

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#7) On September 16, 2009 at 8:17 PM, portefeuille (99.60) wrote:

wow I'm surprised to see you had bought Repros given their managment's past history.

I did not buy any. At least I added a warning when I made the call, hehe ...

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#609) On July 25, 2009 at 11:12 PM, portefeuille (99.99) wrote: RPRX - 2.66 - outperform (high risk!)

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(from here

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#8) On September 16, 2009 at 8:19 PM, Tastylunch (29.28) wrote:

haha fair enough :)

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#9) On September 17, 2009 at 9:18 AM, portefeuille (99.60) wrote:

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SEQUENOM Announces Launch of SensiGene Cystic Fibrosis Carrier Screening Test

First Commercial Test from Sequenom Center for Molecular Medicine

Press Release Source: SEQUENOM, Inc. On Thursday September 17, 2009, 9:00 am EDT

SAN DIEGO, Sept. 17 /PRNewswire-FirstCall/ -- SEQUENOM, Inc. (Nasdaq: SQNM - News) today announced that the company's first laboratory developed test, the SensiGene(TM) Cystic Fibrosis (CF) Carrier Screening test, has been launched. This test is available exclusively through the Sequenom Center for Molecular Medicine, a next-generation CLIA (Clinical Laboratory Improvement Amendments, 1988) molecular diagnostic laboratory and a wholly-owned subsidiary of Sequenom, Inc.

The SensiGene CF Carrier Screening Test

This innovative test screens for 103 mutations and five variants, including the 23 mutations recommended by the American College of Medical Genetics (ACMG). This test has been shown to identify each of the 103 mutations and five variants through genomic DNA and DNA control testing.The test offers superior detection rates and broader ethnic coverage when compared to the standard ACMG 23 recommended mutations panel. Because of the increased difficulty in assigning a single ethnicity to an individual, expanded CF panels can provide increased sensitivity for CF carrier screening for many individuals. Having a more comprehensive mutation panel is important as 1 in 17 CF carriers may be missed using a standard ACMG 23 CF carrier screening panel. The test employs Sequenom's proprietary MassARRAY® system, which allows direct and label-free analysis of nucleic acids.

"As the world's population becomes more of a melting pot in terms of ethnicity and diversity, a more comprehensive test like the SensiGene Cystic Fibrosis Carrier Screening test is essential in the world of genetic testing," said Lee P. Shulman MD, Professor in Obstetrics and Gynecology and Chief of the Division of Reproductive Medicine at the Feinberg School of Medicine at Northwestern University.

Carrier screening tests help identify individuals who may have an increased risk of having a baby with certain genetic conditions. Healthy individuals with no family history of the condition and that already have healthy children, may be carriers of a genetic condition; for example, cystic fibrosis. Approximately 1 in 30 Americans - more than 10 million people - are carriers of a cystic fibrosis gene mutation, making it one of the most common genetic disorders in the United States. Children have cystic fibrosis when they have two mutations in the gene that cause CF - inheriting one mutation from the mother and the other from the father. According to the American College of Obstetricians and Gynecologists (ACOG) and the ACMG, cystic fibrosis carrier screening should be offered to all Caucasian couples who are expecting a baby or are considering pregnancy, and further, should be made available to all patients regardless of ethnicity. About 1.1 million cystic fibrosis carrier screening tests are performed each year in the U.S. With an average reimbursement rate of $200-$400 per test; the U.S. market is estimated to be in excess of $300 million per year.

"The commercial launch of this test is an important milestone for us as it marks the first laboratory developed test launched by our lab, the Sequenom Center for Molecular Medicine," stated Harry Stylli, PhD, Sequenom's president and chief executive officer. "This screening tool offers an outstanding testing option for patients and their care providers. We are developing and plan to offer a menu of superior women's health related molecular tests, including proprietary, cell free fetal nucleic acid based tests such as fetal sex determination, fetal RHD genotyping, trisomy 21 and others."

About Cystic Fibrosis

Cystic fibrosis is one of the most common genetic disorders in the U.S. It is caused by changes in the cystic fibrosis transmembrane conductance regulator (CFTR) gene. Changes in this gene cause the body to produce thick mucus that can affect breathing, digestion and other organs. CF does not affect everyone the same way; the severity of symptoms is different from person to person. The most common symptoms include persistent coughing, frequent lung infections, like pneumonia or bronchitis, wheezing or shortness of breath, and poor growth/weight gain in spite of a good appetite.

About MassARRAY

Sequenom's proprietary MassARRAY system is a high performance matrix assisted laser desorption/ionization time-of-flight (MALDI-TOF) mass spectrometry-based nucleic acid analysis platform that quantitatively measures genetic target material and its variations in a rapid, accurate, and cost efficient manner. Sequenom's MassARRAY system facilitates a number of nucleic acid analysis applications including SNP genotyping and allelotyping, CNV analysis, quantitative gene expression analysis, quantitative methylation marker analysis, comparative sequence analysis of haploid organisms, SNP discovery, and oligonucleotide quality control.

About Sequenom Center for Molecular Medicine (Sequenom CMM)

In 2008, Sequenom acquired a CAP accredited and CLIA-certified molecular diagnostic laboratory located in Grand Rapids, Mich. and named it the Sequenom Center for Molecular Medicine. Through this laboratory, we plan to develop and commercialize a full range of cutting-edge diagnostic tests intended for physicians and that focus on women's health. In addition to the new SensiGene Cystic Fibrosis Carrier Screening test, Sequenom CMM is also developing noninvasive prenatal tests using a technology that derives fetal information from a maternal blood sample; the planned menu includes tests for fetal RHD genotyping, Fetal(xy) (fetal sex determination), trisomy 21, and others. For more information please visit http://www.scmmlab.com.

...

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#1) On September 15, 2009 at 10:33 PM, portefeuille (99.99) wrote:
Then please enter SQNM as my second "pick" (no limit).
"pitch":
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Speculation that their non-invasive gene test for Down's syndrome will be launched in 2010.
from their website:
Sequenom’s technology, SEQureDxTM, is based on the work of Professor Dennis Lo, and isolates and analyzes circulating fetal nucleic acid from a maternal blood sample. The technology has particular promise for developing new, non-invasive tests for fetal gene and chromosome abnormalities such as RhD, fetal sex determination and Trisomy - including trisomy 21 (View selected publications relating to noninvasive prenatal diagnostic technology). Through key partnerships with genetic testing laboratories, the first test using SEQureDx technology, fetal RhD, became available in 2007.
By applying our novel technology to frequently encountered diagnostic problems in pregnancy and reproduction, Sequenom believes it can create a new standard of care to assist women, their families and their physicians with better tools to achieve the best pregnancy outcomes.
For years, doctors have used tests such as amniocentesis or chorionic villus to determine the health of a fetus.
The introduction of Sequenom’s Fetal Nucleic Acid Technology has the potential to be the long-sought-after alternative to these common procedures. That’s because the Sequenom technology is both non-invasive, thereby posing no risk to the baby, and has the possibility to be performed earlier in the pregnancy. Early diagnosis is important because it can help doctors to identify patients at risk sooner and provide treatment where possible.


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(from here)

 

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#162) On March 10, 2009 at 11:44 PM, portefeuille (99.99) wrote: SQNM - 13.75 - outperform

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SQNM is currently at ca. $6.23.

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#10) On September 17, 2009 at 9:20 AM, portefeuille (99.60) wrote:

my "favourites" list (see comment #6 here).

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

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#11) On September 17, 2009 at 9:42 AM, portefeuille (99.60) wrote:

performance update

ATPG, ATP Oil & Gas Corp., $14.75 -> $20.51.

BAS.DE, BASF SE, 36.12 EUR -> 36.47 EUR.

BAY.DE, Bayer AG, 44.26 EUR -> 47.82 EUR.

CDE, Coeur d`Alene Mines Corp., $19.18 -> $21.56.

CRME, Cardiome Pharma Corp., $4.50 -> $4.55.

DAI, Daimler AG, 31.97 EUR -> 33.72 EUR.

EMC, EMC Corp., $16.25 -> $16.99.

FACT, Facet Biotech Corp., $16.09 -> $16.32.

FMCN, Focus Media Holding Ltd., $9.70 -> $10.27.

GLW, Corning Inc., $15.36 -> $15.77.

HL, Hecla Mining Co., $3.85 -> $4.92.

KSB3.DE, KSB AG preferred, 389.00 EUR -> 410.50 EUR.

LNUX, SourceForge Inc., $1.29 -> $1.38.

LXRX, Lexicon Pharmaceuticals Inc., $2.09 -> $2.46.

PAH3.DE, Porsche Automobil Holding SE preferrred, 50.71 EUR -> 53.70 EUR.

QGEN, Qiagen NV, 14.45 EUR -> 15.96 EUR.

REP, Repsol YPF SA, 17.38 EUR -> 18.65 EUR.

RHIE, RHI Entertainment Inc., $3.13 -> $3.39.

SA, Seabridge Gold Inc., $30.90 -> $31.14.

SQNM, Sequenom Inc., $5.83 -> $5.74.

UCG.MI, Unicredit SpA, 2.55 EUR -> 2.62 EUR.

VMW, VMware Inc., $37.72 -> $40.52.

VOW3.DE,Volkswagen AG preferred, 64.52 EUR -> 74.59 EUR.

YARN.OL, Yara International ASA, ca. 183.00 NOK -> 195.50 NOK.

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#12) On September 17, 2009 at 11:07 AM, FleaBagger (29.03) wrote:

Is EMC the one that own part of VMWare?

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#13) On September 17, 2009 at 11:16 AM, jason2713 (< 20) wrote:

flea -

yes.  EMC owns 80% of VMW

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#14) On September 17, 2009 at 11:17 AM, portefeuille (99.60) wrote:

Yes. I have written a post on EMC/VMW here.

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#15) On September 17, 2009 at 11:18 AM, portefeuille (99.60) 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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#16) On September 17, 2009 at 11:32 AM, portefeuille (99.60) wrote:

EMC owns 80% of VMW

EMC owns approximately 84% of VMW shares.

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#17) On September 17, 2009 at 12:01 PM, portefeuille (99.60) wrote:

Stec shares sink on price target cut

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#176) On March 13, 2009 at 1:00 PM, portefeuille (99.98) wrote: STEC - 7.60 - outperform

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STEC is currently at ca. $33.45.

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#18) On September 17, 2009 at 1:32 PM, portefeuille (99.60) wrote:

Positive Phase IIb Results for GSK1838262 (XP13512) Reported for Neuropathic Pain Associated with Post-Herpetic Neuralgia

XenoPort Inc. Positive Phase IIb Results for GSK1838262 (XP13512) Reported for Neuropathic Pain Associated with Post-Herpetic Neuralgia Conference Call

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#694) On August 09, 2009 at 10:56 PM, portefeuille (99.99) wrote: XNPT - 20.60 - outperform

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XNPT is currently at ca. $24.48.

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#19) On September 17, 2009 at 4:03 PM, portefeuille (99.60) wrote:

#7

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#609) On July 25, 2009 at 11:12 PM, portefeuille (99.99) wrote: RPRX - 2.66 - outperform (high risk!)

#655) On August 04, 2009 at 10:14 AM, portefeuille (99.99) wrote: RPRX - end outperform - 1.38 - new rating: market perform

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RPRX is currently at ca. $0.88.

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#20) On September 17, 2009 at 5:54 PM, TigerPack1 (96.70) wrote:

-portefeuille

Are you man or machine?

I still think (betting real money) that gold and silver are going to tank!  I have talked and emailed the CEO of SA many times the last 4 years, I like that pick the best (it will fall less than the other gold & silver ideas).  HL, I hate the management team, incredible arrogance and horrible track record of ruining their balance sheet the last few years.  CDE, I don't trade that one, but they have a lot of third world assets I believe. Reverse stock splits rarely work for long on that one recently also.

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#21) On September 18, 2009 at 6:44 AM, portefeuille (99.60) wrote:

Hedge Fund Liquidations Slow but Fees Are Under Pressure

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#22) On September 18, 2009 at 6:50 AM, portefeuille (99.60) wrote:

Arena Pharmaceuticals Reports Positive, Highly Significant BLOSSOM Trial Results for Weight Management; NDA Submission on Track for December

Arena Drug Aids Weight Loss But Not By Much

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#23) On September 18, 2009 at 7:26 AM, portefeuille (99.60) wrote:

Charts: Gold Heading To $1,200

 












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#24) On September 18, 2009 at 9:01 AM, portefeuille (99.60) wrote:

#22

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#61) On March 05, 2009 at 9:25 AM, portefeuille3 (99.97) wrote: OREX - 2.57 - outperform

#277) On March 22, 2009 at 1:18 AM, portefeuille (99.99) wrote: ARNA - 4.16 - outperform

#278) On March 22, 2009 at 1:20 AM, portefeuille (99.99) wrote: VVUS - 4.36 - outperform

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ARNA is currently at ca. $4.65, VVUS is currently at ca. $11.49, OREX is currently at ca. $9.45.

 

 

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#25) On September 18, 2009 at 12:38 PM, portefeuille (99.60) wrote:

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#789) On September 18, 2009 at 12:38 PM, portefeuille (99.99) wrote: ARNA - end outperform - 5.60 - new rating: market perform

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#26) On September 18, 2009 at 3:39 PM, TigerPack1 (96.70) wrote:

Are you kidding me?

Portefeuille and his "minions" are now 6 of the Top 20!!!

.....and none of them have emailed a selection yet to TigerPackFund@yahoo.com?

I am begging you, please send me some of your great ideas. The TigerPackFund is ranked 96.50, and needs more picks to get to a 98 or 99 reading by year-end.

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#27) On September 18, 2009 at 4:19 PM, portefeuille (99.60) wrote:

#5,7,8,19

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#28) On September 18, 2009 at 4:24 PM, portefeuille (99.60) wrote:

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#29) On September 18, 2009 at 4:26 PM, portefeuille (99.60) wrote:

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#30) On September 18, 2009 at 4:27 PM, portefeuille (99.60) wrote:

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#31) On September 18, 2009 at 4:29 PM, portefeuille (99.60) wrote:

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#32) On September 18, 2009 at 4:30 PM, portefeuille (99.60) wrote:

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#33) On September 18, 2009 at 4:30 PM, portefeuille (99.60) wrote:

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#34) On September 18, 2009 at 4:31 PM, portefeuille (99.60) wrote:

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#35) On September 18, 2009 at 4:33 PM, portefeuille (99.60) wrote:

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#36) On September 18, 2009 at 4:34 PM, portefeuille (99.60) wrote:

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#37) On September 18, 2009 at 4:36 PM, portefeuille (99.60) wrote:

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#38) On September 18, 2009 at 4:37 PM, portefeuille (99.60) wrote:

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#39) On September 18, 2009 at 4:38 PM, portefeuille (99.60) wrote:

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#40) On September 18, 2009 at 4:38 PM, portefeuille (99.60) wrote:

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#41) On September 18, 2009 at 4:39 PM, portefeuille (99.60) wrote:

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#42) On September 18, 2009 at 4:40 PM, portefeuille (99.60) wrote:

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#43) On September 18, 2009 at 4:40 PM, portefeuille (99.60) wrote:

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#44) On September 18, 2009 at 4:41 PM, portefeuille (99.60) wrote:

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#45) On September 18, 2009 at 4:43 PM, portefeuille (99.60) wrote:

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#46) On September 18, 2009 at 4:43 PM, portefeuille (99.60) wrote:

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#47) On September 18, 2009 at 4:56 PM, portefeuille (99.60) wrote:

a post by my player portefeuille9.

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August 09, 2009

For those who think that in order to reach the top100 of the "caps" game you need to excessively use leveraged ETFs or end hundreds of calls that have only just made 5 score points or make the majority of your calls on days like March 9 or make "sector calls" or engage in any of those tactics advertised here quite frequently.

You don't.

No need for all this.

Another experimental friend of portefeuille, currently #32 in the "caps" game. No tricks, just 109 calls.

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(from here)

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