Indices are down on lower oil & stronger US$, ADP data was stronger than expected.
S&P 500 @ 2167.57, low 2161.35, high 2173.79
Internals are negative by 2 to 1
Oil Down $1.41
Gold Down $5.30
Canadian $ Down 24 tick @ .6879
VIX UP 5.41% @ 13.83
Portfolio AKS GOOG CNQ CMG GG JCP VRX
Most stocks are down
@ 2.12 following are green :
AKS NTES FB TWTR AAPL NFLX YHOO SINA
EBAY WB BABA MCD CRUS CSOD MGA
AGU YELP....
BLOG does NOT give buy or sell.
Saleem
2 comments:
Hi Saleem,
Hmm...I might be getting a little too crazy, but added more TRIL @ 13.09.
With the closure of the CAR-T division at Novartis signaling major problems with those kind of potential drugs, I think the big biotech money will look for the next checkpoint to target. TRIL's CD47 target has already gotten interest in recent months, and I think that may accelerate now. I am very excited about the prospects into year end.
Portfolio: SWN QRVO WLH SPLK FDX TRIL DKS X AKS GWPH MACK CNAT CIE, cash ~5%
I worry that QRVO has lagged peers so much and that AAPL's new phone won't be the big seller this year. I may trim soon unless it starts outperforming.
I think many things line up well for WLH including its spectacular geographic presence (lots of Washington/Oregon which are the hottest in the country currently), but I am in a constant state of nervousness about housing (like most I think). The chart looks promising though, and maybe this nervous sentiment could actually provide a tailwind into year's end.
Stocktrader
Hi Stocktrader,
Good luck with way more TRIL.
I see your #1 is SWN...
You are a very good Fundamental Analyzer.....
I am more of a momentum trader with less focus on FA & more TA.
Saleem
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