Jiesen tries to take over the world

[jiesen]

Jiesen,
Why don't you post here? Saw your list and as a more than decade long holder of Vanguard Health Fund (VGHCX) I looked up their current top 25 holdings. Among them are DNA ABT LLY AMGN BMY and SGP. This should be a great year for the whole bunch.

-------------billyjoe

I do post here! It's just that I only post what I do, not what I'm thinking about doing. Unfortunately, I don't have the time to do that so much anymore... I would like to, but my job is keeping me quite busy these days.

[billyjoe]

Jiesen,
Why don't you post here? Saw your list and as a more than decade long holder of Vanguard Health Fund (VGHCX) I looked up their current top 25 holdings. Among them are DNA ABT LLY AMGN BMY and SGP. This should be a great year for the whole bunch.

-------------billyjoe

[jiesen]

Bought 2% GPRO position at $51

Sold a 2% position at 68 today, still have a few shares left as pure profit.

Added a 2% position in GPRO at about a $12 discount to market through my employee purchase plan this week, and am now holding about a 3% GPRO stock position. Last month some of my employee options vested, too, giving me about a 3-4% position in GPRO $50 options.

[jiesen]

1% position in Large-cap index fund purchased today

just sold about a 1% position in a large-cap index fund today, and am waiting for a big pullback (15-20%) to buy back in with 2%.

Just bought that 1% position back today, at about 8-9% below where I sold it a couple months ago. The market hasn't pulled back quite as far yet as I think it will, but we could very well see a rally in the meantime, and I'd like to make a quick buck or two off of that if possible... Still waiting for a pullback to a Nasdaq 2200 or so to buy back the rest of this position.

[jiesen]

Sold GFCI for a penny

My limit was hit yesterday at about 0.01 for GFCI.PK. I bought in for 0.2, so lost about 95% on this, but I wanted to sell now so I'd have an offsetting loss for my taxable GPRO gains this year. I'm not expecting GFCI to ever be back over a nickel again anyway, and at 0.01 I can at least still pay for the commission on the trade...

[jiesen]

Just did my analysis. I'll wait a while longer. better prices are yet to come.

You're probably right. The trial will take time to produce the results, and all they do during that time is spend money...

[Websman]

I'm thinking about intitianting a position in LJPC here. This thing has been beat down pretty good.

Just did my analysis. I'll wait a while longer. better prices are yet to come.

[Websman]

I'm thinking about intitianting a position in LJPC here. This thing has been beat down pretty good.

[Websman]

just sold about a 1% position in a large-cap index fund today, and am waiting for a big pullback (15-20%) to buy back in with 2%.

Probably not a bad move Jiesen...

So wassup?

[jiesen]

Selling the rally...

just sold about a 1% position in a large-cap index fund today, and am waiting for a big pullback (15-20%) to buy back in with 2%.

[jiesen]

Sold GPRO

sold half of my GPRO stock today at 60.0 for a 35% profit.

Sold a 2% position at 68 today, still have a few shares left as pure profit.

[jiesen]

sorry, Billyjoe... no I don't know anything about it. I tried to give it a decent look, but unfortunately have been too busy lately to give it any more than a glance. Things will hopefully settle down a bit in a month or two for me, but for now I can only say that if you want to put money in stem cell research, your best bets are probably ASTM and STEM. They should both get a decent pop the next time the Governator makes more promises to give money to SS research (which funds arguably may still never make it into a commercial lab, after the state bureaucrats get through with it). Also, for gene-on-a-chip technology (among other products) I'd recommend going with ILMN instead.

This outfit (WGBS) seems likely to run outta steam before getting anything on the market- but again, I've only taken a very quick look. I'll try again to take a better look, but I believe this is one you can take your time to evaluate, as it's likely to keep getting cheaper in the short-term.

[billyjoe]

Jiesen,
Do you know anything about WGBS? Do they really have a dynamite product that will revolutionize DNA research?

--------------billyjoe

[jiesen]

flip-flopped on LJPC

picked the shares up again and then some at 3.9

[jiesen]

Sold 1% LJPC

sold those shares today at 4.0 for about a 2% loss. I'll try to pick it back up again later at a lower price.