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Message
What's your stock portfolio
Posted on 11/7/14 at 10:59 am
Posted on 11/7/14 at 10:59 am
Im all about Pharam companies because this is my specialty.
About a year ago i recommended GILD to everyone on here when it was 60$ a share, now its trading btw 106-116$ a share.
For the last year or so i have been watching ICPT and their new drug for treatment of Fatty liver disease. Their stock been fluctuating btw 120-450$. Today the stock tumbled after they published their phase two clinical trial in Lancet and i picked up more shares at 200$. At the end of the publication one sentence made the stock tank """Obeticholic acid improved the histological features of non-alcoholic steatohepatitis, but its long-term benefits and safety need further clarification""
unfortunately that's how science work
I believe this stock has a massive upside to 600-800$ a share.
Good opportunity for fellow investors
good luck to all
About a year ago i recommended GILD to everyone on here when it was 60$ a share, now its trading btw 106-116$ a share.
For the last year or so i have been watching ICPT and their new drug for treatment of Fatty liver disease. Their stock been fluctuating btw 120-450$. Today the stock tumbled after they published their phase two clinical trial in Lancet and i picked up more shares at 200$. At the end of the publication one sentence made the stock tank """Obeticholic acid improved the histological features of non-alcoholic steatohepatitis, but its long-term benefits and safety need further clarification""
unfortunately that's how science work
I believe this stock has a massive upside to 600-800$ a share.
Good opportunity for fellow investors
good luck to all
10
Posted on 11/7/14 at 11:29 am to Northwestern tiger
You think RMTI gets the final approval from the FDA for Triferic? This is assuming you know what I'm talking about.
Posted on 11/7/14 at 3:08 pm to Northwestern tiger
V , LO , TTWO, 2015 AAPL calls, and SRPT are all I have in my fun money self managed portfolio (401k/Roth are all indexed)
I'd love to hear your opinion on SRPT, I bought it at about 15 and it's been frustrating seeing Etep approval delayed again and again....
I'd love to hear your opinion on SRPT, I bought it at about 15 and it's been frustrating seeing Etep approval delayed again and again....
Posted on 11/7/14 at 5:20 pm to lighter345
I am curious about RMTI as well. I have been following them for about a year. They seem to have some shady analysts that come out and hammer them every time the stock starts to climb.
Posted on 11/7/14 at 6:26 pm to Northwestern tiger
MSFT, BAC, T, KO, EXXI, VWO, VUG, VYM. Pretty boring but I don't like a lot of action. Slow and steady.
Posted on 11/10/14 at 11:55 am to OnTheBrink
quote:
EXXI
Giving me fits.
Posted on 11/10/14 at 12:04 pm to Northwestern tiger
equities:
INTC
GIS
F
DOW
etfs:
EWU
EWC
mutual fund (Roth):
VTIVX
INTC
GIS
F
DOW
etfs:
EWU
EWC
mutual fund (Roth):
VTIVX
Posted on 11/10/14 at 12:24 pm to bayoubengals88
quote:I'm about to switch my roth into a Vanguard fund...what are your reasons for VTIVX over VTSMX?
mutual fund (Roth):
VTIVX
Posted on 11/10/14 at 12:38 pm to TigerTatorTots
I don't have $3,000 (I'm guessing there's a 3k minimum on VTSMX).
I like the .18 expense ration on VTIVX, but I don't know what the VTSMX expense ration is.
I like the .18 expense ration on VTIVX, but I don't know what the VTSMX expense ration is.
Posted on 11/10/14 at 1:29 pm to bayoubengals88
VTSMX is 0.17%. Its admiral share counterpart VTSAX is 0.05%.
This post was edited on 11/10/14 at 1:32 pm
Posted on 11/10/14 at 1:41 pm to Louie T
Thanks. I'll get there some time next year.
Posted on 1/8/15 at 9:48 am to Northwestern tiger
What do you think about Phenex Px-102 and Px-104 that GILD bought?
Posted on 1/15/15 at 9:57 am to Northwestern tiger
XOM, ATVI, RKUS, VUG, AFL, VNR, DIS, BKS, FCX, PSEC
FCX is a new addition this week. RKUS I buy in any time it goes below 9.
In IT and think RKUS is a solid long term even though it's been super volatile.
Was doing pretty well until oil crapped....
FCX is a new addition this week. RKUS I buy in any time it goes below 9.
In IT and think RKUS is a solid long term even though it's been super volatile.
Was doing pretty well until oil crapped....
Posted on 1/15/15 at 10:12 am to Northwestern tiger
large positions....
aapl
csco
gild
cvx
xom
t
vz
hon
mcd
smaller positions...
cop
gm
f
axp
v
vnr
hal
slb
sbux
cat
hsbc
eog
i probably have too many holdings, and too much oil. not really worried long term though. i had small positions in PG, PM and Pep as well but sold them to buy more oil, i just couldn't resist.
aapl
csco
gild
cvx
xom
t
vz
hon
mcd
smaller positions...
cop
gm
f
axp
v
vnr
hal
slb
sbux
cat
hsbc
eog
i probably have too many holdings, and too much oil. not really worried long term though. i had small positions in PG, PM and Pep as well but sold them to buy more oil, i just couldn't resist.
Posted on 1/15/15 at 10:50 am to Northwestern tiger
60% SPY
40% TLT
40% TLT
Posted on 1/15/15 at 10:55 am to 632627
I don't think you have too many positions. As long as you are diversified well into companies with long solid histories, I think you are safe. I have read that 50 is a good number of companies for your portfolio.
Posted on 1/15/15 at 11:05 am to LSUneaux
quote:
I don't think you have too many positions. As long as you are diversified well into companies with long solid histories, I think you are safe. I have read that 50 is a good number of companies for your portfolio.
i wish i had more in pharmaceuticals. my friend that recommended gild to me also suggested celgene but i didn't pull the trigger unfortunately.
Posted on 1/15/15 at 3:52 pm to Northwestern tiger
In order of highest market value to lowest:
EEP
MO
T
NBR
GLNG
FTR
MDLZ
F
KRFT
CX
GRMN
XOM
SN
TPNEF
The rest is a 70/30 split between VTSAX and VTIAX
EEP
MO
T
NBR
GLNG
FTR
MDLZ
F
KRFT
CX
GRMN
XOM
SN
TPNEF
The rest is a 70/30 split between VTSAX and VTIAX
Posted on 1/16/15 at 12:25 am to therabidsmurf
What do you like about FCX?
Posted on 1/19/15 at 8:21 am to djmicrobe
FCX is spread across the commodity market with gold, copper mining operations. They are also involved in some oil and iron operations. I personally like the fact that they are diversified across commodities. They have a good dividend. 75% dividend growth over 5 years. Under 20 they are a steal in my book.
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