Showing posts with label Portfolio. Show all posts
Showing posts with label Portfolio. Show all posts
Tuesday, October 4, 2011
Monday, October 3, 2011
Thursday, September 29, 2011
Tuesday, September 27, 2011
Friday, September 23, 2011
Wednesday, September 21, 2011
Tuesday, September 20, 2011
Monday, September 19, 2011
Friday, September 16, 2011
Wednesday, September 14, 2011
Tuesday, September 13, 2011
Monday, September 12, 2011
Thursday, September 8, 2011
Portfolio: Under 40/High Risk
Daily Snapshot:
I wanted to explain a move I made yesterday which looks pretty stupid right now. I sold out of athenaHealth (ATHN) and replaced it with Alexion Pharma (ALXN). Today athenaHealth pushed through a previous level of resistance too a new all time high of $63. That's a 6.5% move in one day! I actually own athenaHealth personally so this move seems strange. Alexion only makes one drug called Soliris to treat paroxysmal nocturnal hemoglobinuria, or PNH. The rub is that they expect the FDA to approve Soliris to treat Hemolytic Uremic Syndrome, or aHUS, as early as the fourth quarter. If approved, Alexion is ready to launch Soliris for aHUS the same quarter. This could double their sales. When BioTech works, you can get some of the juiciest gains in the business. It's high risk/ high reward and I wanted to put a more speculative stock in the portfolio. While I lost some gains on athenaHealth (ATHN) in the short term, I think we can hit a homerun with Alexion.
I wanted to explain a move I made yesterday which looks pretty stupid right now. I sold out of athenaHealth (ATHN) and replaced it with Alexion Pharma (ALXN). Today athenaHealth pushed through a previous level of resistance too a new all time high of $63. That's a 6.5% move in one day! I actually own athenaHealth personally so this move seems strange. Alexion only makes one drug called Soliris to treat paroxysmal nocturnal hemoglobinuria, or PNH. The rub is that they expect the FDA to approve Soliris to treat Hemolytic Uremic Syndrome, or aHUS, as early as the fourth quarter. If approved, Alexion is ready to launch Soliris for aHUS the same quarter. This could double their sales. When BioTech works, you can get some of the juiciest gains in the business. It's high risk/ high reward and I wanted to put a more speculative stock in the portfolio. While I lost some gains on athenaHealth (ATHN) in the short term, I think we can hit a homerun with Alexion.
Wednesday, September 7, 2011
Portfolio: Under 40/High Risk
-12 shares of athenaHealth (ATHN) $58.00
+12 shares of Alexion Pharmaceuticals (ALXN) $59.78
+12 shares of Alexion Pharmaceuticals (ALXN) $59.78
Tuesday, September 6, 2011
Friday, September 2, 2011
Portfolio: Under 40/High Risk
+5 shares of Baidu (BIDU) $141.10
+8 shares of Hansen Natural (HANS) $83.71
+12 shares of athenaHealth (ATHN) $57.60
+12 shares of Arcos Dorados Holdings (ARCO) $26.68
+8 shares of Hansen Natural (HANS) $83.71
+12 shares of athenaHealth (ATHN) $57.60
+12 shares of Arcos Dorados Holdings (ARCO) $26.68
Thursday, September 1, 2011
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