Doctor Jack's Stock Medicine

[Jack Haddad]

Nem

Bought 2 blocks at 41.42

[Jack Haddad]

Nem

Bought 2 blocks at 41.42

Sold at 41.77

[Jack Haddad]

Nem

Bought 2 blocks at 41.35 on a retreat from the hourly of 41.77. I'm looking for a scalp but may accumulate this position and hedge with covered calls.

[Jack Haddad]

Nem

Bought 2 blocks at 41.35 on a retreat from the hourly of 41.77. I'm looking for a scalp but may accumulate this position and hedge with covered calls.

I decided to hedge the 2 blocks of NEM which I bought at 41.33 by writing 200 October 42.50 calls at .80/contract.

[Jack Haddad]

Slb

Bought 2 blocks at 57.33 and wrote 200 oct 57.50 calls at 2.05/contract.

[Rob]

Dr. Jack, here is a very interesting story about a European study of Erbitux + chemo in first-line mCRC. If you get the time I'd be interested in your thoughts on the interim numbers reported.

[Jack Haddad]

Erbitux

Rob, The results are very promising thus far. I also like the methodology of the trial. However, notice that they have only tested 85 patients, though more will be recruited later. In a prospective clinical trial study, I'd like to see a population sample size of 300 or more. Nevertheless, the study is on-going and looks good.

[Rob]

Thanks for the opinion, Doc. I wonder how many people realize just how huge 1st-line mCRC would be for ImClone.

[Jack Haddad]

SIPC coverage

http://www.mrmarketishuge.com/newreply.php?do=newreply&noquote=1&p=66584

[IIC]

http://www.mrmarketishuge.com/newrep...uote=1&p=66584

Jack...when I click your link it takes me to the Reply page????

[skiracer]

Jack...when I click your link it takes me to the Reply page????

I think you have to scroll down.

[Jack Haddad]

Sipc

Jack...when I click your link it takes me to the Reply page????

oops, try this one.

http://articles.financialhub.info/sbsbsb.html

[Jack Haddad]

Goldman's tech picks

Goldman Sachs’ tech research team earlier this week revised its lists of favorite growth stocks, favorite value stocks, and least favorite stocks. This month’s lists include a few changes: added to the roster of top growth names were Research in Motion and FormFactor, replacing Cisco Systems and KLA Tencor. Ah, but KLAC moves over to the top value picks list, where it bumps Automatic Data Processing. The list of least favorites adds Business Objects and CA, which replace Computer Sciences and Unisys.

The complete lists:

Favorite Growth Stocks:

Apple Computer (AAPL)
Research in Motion (RIMM)
Cognizant (CTSH)
Google (GOOG)
FormFactor (FORM)
Favorite Value Stocks:

Affiliated Computer Services (ACS)
KLA Tencor (KLAC)
Microsoft (MSFT)
Hewlett-Packard (HPQ)
Symantec (SYMC)
Least Favorite Stocks:

Business Objects (BOBJ)
Check Point (CHKP)
Hewitt Associates (HEW)
Micron (MU)
CA (CA)

[IIC]

oops, try this one.

http://articles.financialhub.info/sbsbsb.html

Got it...thx

[Jack Haddad]

Nem

I decided to hedge the 2 blocks of NEM which I bought at 41.33 by writing 200 October 42.50 calls at .80/contract.

Sold 2 blocks at 42.03 and bought back the calls at 90/contract.