Thanks and a healthy and happy new year to you and your family. You are right about patience. I am too eager to load up immediately after identifying an opportunity.
Fund (Broadwood Partners) is buying, although selling by other insiders. They appear to be a leader in regenerative/stem cell medicine although major products will take many years - they have minor products in the interim. They will most likely need additional capital along the way. Comments?
Agree and I intend to keep these, although a bear market brings down most stocks. The high cash position cost me this year tempering the gain on the portfilio, although it saved me during 08 crash. I'm thinking of using a small amount of capital to bet against high fliers - either through shorts or puts. Example NFLX. Comments?
some are talking about bull dying and market going down for several years beginning in 2014 after current momentum dies. while selectively investing, I intend to keep large cash position. comments welcome.
sites: j3sg and sec
funds I ilke to watch: eberwein and bvf partners (the latter for biotech)
others orbimed and ra capital (both for biotech), lloyd milller (has both hits and misses)
nip - I welcome any additions/comments
i owned amrs for a while, sold earlier this year when it dropped. i liked the tech, but thought it would be a while before profits. while this is still true, the stock took off after doing nothing for a year.
i dont like chasing. i periodically check eberwein. his most recent buys are 2 shells in which he invested 100k for controlling interests at prices well below market.
qvt has been selling for a while, more so recently. ra capital is still holding. i've taken profits on 3/4 of position. i intend to load boat if it fills gap at 2.70
LTRX - will consider in the low 1.50's, even better in the 1.30s
FHCO would feel better about it if sales were growing. P/S is pretty high