Portfolio of the week - 2007

[mimo_100]

Long NSPH please.

Long NSPH please.

[Rob]

Week 45, Day 1

[New-born baby]

Newborn,
I see AOB headed down after hours.
Guess the report is not what was expected.
Haven't examined it yet, but AOB's long run may be at an end.
regards ... stenz

$12.99 after hours . . . not good, but not horrible either. It was $12.99 last Friday. But I sold all my shares (1,000) last Thursday & Friday because I never hold through earnings if I can help it. AOB sports an option chain, so there is some protection, too.

I should have punch out of AOB today for POTW, but I got greeeeeeeedy thinking it might actually pop higher into the $14's. Now I'm thinking like BillyJoe . . . lol.

[New-born baby]

nice call on the MFLX, NBB!

http://finance.yahoo.com/q/bc?s=MFLX&t=5d

nearly hit 20 today.

MFLX: Great news for you and the Man. It has a wick on it because a lot of people doubled down, and today they could get out at even or a small profit. Still, she's a headed fer the $23.50 marker in the next month, I think. May even do a little better, maybe $25 or $26. Glad to see it get off the dog bottom.

[jiesen]

Jiesen,
Whatever happened to AMLN? Looking short to $36 on this once high flier.

AMLN is getting taken down hard on good news. Just like it did when Byetta and Symlin were approved. Stock tanked from $25 to 15 (or something like that) and it provided me a great entry at $20.

http://biz.yahoo.com/prnews/071031/law097.html?.v=101

Now it's the same thing, imo. Byetta LAR (Long-acting release version) clinical data just came in, says it's better than Byetta, and so someone is dropping the price... perhaps trying to exit a big short, or buy a big piece of the company on the cheap.

AMLN is a bargain at $41, but that doesn't mean it won't go to $30 before taking off again.

Sales will pick up with Byetta LAR, but it will take a couple of years. Approval is still not guaranteed, but it should happen in 2009. With once per week injections, instead of twice daily, there will be little excuse left for doctors not to prescribe it. Plus, it works better at controlling glucose levels! Many people using Byetta now are reducing, or even eliminating their need for insulin injections. I don't think the competing drugs (Januvia) are able to do the same.

The reason Januvia is outselling Byetta now is mostly the inconvenience of the injections vs the convenience of Januvia's pill form, but also because of the weight of MRK's marketing machine. When people wise up and realize which drug actually performs better, the sales will finally reflect it.

I still think AMLN is a great stock to own, and still own my $20 shares. However, LJPC offers a much greater opportunity for weekly triple-digit gains, which is what I'm hoping to get here (one of these days). When positive Riquent results are announced (and they should be someday soon) the stock has the potential to jump from $4 to $40 in a month, week, or even a day. I would hate to be out of LJPC on that day...

[jiesen]

Speaking of broken stuff looking like it may recover . . . MFLX, IF it can clear $15, looks the bull to $23.

And speaking of broken things, take a look at GRMN taking an $8 haircut this mornin'.

nice call on the MFLX, NBB!

http://finance.yahoo.com/q/bc?s=MFLX&t=5d

nearly hit 20 today.

Newborn,
I see AOB headed down after hours.
Guess the report is not what was expected.
Haven't examined it yet, but AOB's long run may be at an end.
regards ... stenz

[IIC]

EGI long....IIC

ININ long, please.

[Karel]

Of the recent regulars in the contest only two are still M.I.A.

Doug? What'll it be?

Karel? What'll it be? PCU long?

Thank you Rob. Yes, please: long PCU.

Regards,

Karel

[New-born baby]

Yeah Wow! Just 0.1%. Congrats to all in the green.

Please short BTJ...thanks for keeping score Rob.

BTJ looks promising as a short.
RAD is one ugly chart, Peanuts. 10 down weeks in a row. But it is at a support, and for a one week play, it might be a winnah for you. But nothing I'd stake my money on right now based on the chart. Are the fundamentals improving at RAD?

[Rob]

Get Those Picks In ...

Of the recent regulars in the contest only two are still M.I.A.

Doug? What'll it be?

Karel? What'll it be? PCU long?

[mimo_100]

I will start in CA$H

I will start in CA$H, Thank you.

[ywamchris]

I'll Stick it out again....

I'll short WBMD again. It's bound to have another significant drop. The only thing the stock has going for it is that the analysts love it. I'm banking on the fact that it misses earnings...

[let-it-ride]

I'll go with NXG long. Thanks.