My banker has left me with supplies in the vault. I am counting my money, evaluating for the future. Come Thursday I will get out and put forth new efforts for continued success.
I wish you well.
Tuesday, December 31, 2013
Friday, December 20, 2013
NVAX week
>4 million shares traded at closing price.
Someone has been buying.
Do not be afraid.
Click image for larger
Someone has been buying.
Do not be afraid.
Click image for larger
Thursday, December 19, 2013
Tesla
Perhaps the last time I crusied by the service center and saw no cars I did not catch that they were moving down the road. I saw new location yesterday and they had 8-10 cars on site.
My current holding has enough profit over less than a month to buy a fully decked out Tesla S!
Intraday today, a major milestone/goal was accomplished. Someone should hire me to manage money.
My current holding has enough profit over less than a month to buy a fully decked out Tesla S!
Intraday today, a major milestone/goal was accomplished. Someone should hire me to manage money.
Monday, December 16, 2013
Novavax
It was an emotional weekend as I discovered two new message boards discussing stocks. I got excited over prospects for NVAX reading one of them.
There are three catalysts to propel shares higher. The first is the continued accumulation of shares by large investors. The second is continued good news as they engage in stage 3 trials late next year and then get positive results and government approval. The third, and cause for my excitement, is the potential for a buyout. End of the day 12/3/13 volume jumped as price was near $4. Some people suggested this was someone accumulating the start of a buyout position, just under the reportable 5% position. I don't know the deal on these things, but it sure sounds nice.
I look at a company like Jazz, one I did not believe in, that has grown exponentially in just a few years. They have a market cap >6 times of NVAX based on 820M in sales, mostly in one product delivered to just 11,000 people. Surely NVAX could grow 6x if they could sell a vaccine.
Cons of owning NVAX:
waiting for news
only 2 yrs of funds
No profit
Whims of trials and approvals
Pros:
They are executing.
They have good technology.
Sponsorship is increasing.
Management owns it. (I just learned Erck has almost 3M shares) http://www.secform4.com/insider-trading/1000694.htm
They have 2 years of expenses.
Price movement out of >4 year period
Volume higher
Sector movement.
Back of napkin target $33-83
The emotionally derived greed brought on buyout possibilities has me considering buying more now instead of the confirmation of new and continued highs.
This strikes me as a Weinstein Tale of the Tape kind of pick.
There are three catalysts to propel shares higher. The first is the continued accumulation of shares by large investors. The second is continued good news as they engage in stage 3 trials late next year and then get positive results and government approval. The third, and cause for my excitement, is the potential for a buyout. End of the day 12/3/13 volume jumped as price was near $4. Some people suggested this was someone accumulating the start of a buyout position, just under the reportable 5% position. I don't know the deal on these things, but it sure sounds nice.
I look at a company like Jazz, one I did not believe in, that has grown exponentially in just a few years. They have a market cap >6 times of NVAX based on 820M in sales, mostly in one product delivered to just 11,000 people. Surely NVAX could grow 6x if they could sell a vaccine.
Cons of owning NVAX:
waiting for news
only 2 yrs of funds
No profit
Whims of trials and approvals
Pros:
They are executing.
They have good technology.
Sponsorship is increasing.
Management owns it. (I just learned Erck has almost 3M shares) http://www.secform4.com/insider-trading/1000694.htm
They have 2 years of expenses.
Price movement out of >4 year period
Volume higher
Sector movement.
Back of napkin target $33-83
The emotionally derived greed brought on buyout possibilities has me considering buying more now instead of the confirmation of new and continued highs.
This strikes me as a Weinstein Tale of the Tape kind of pick.
Wednesday, December 11, 2013
NVAX current holders
Compare this to the past here: http://4nursebee.blogspot.com/2013/04/nvax-ownership.html
VLP research: http://4nursebee.blogspot.com/2013/05/virus-like-particle-vaccine-research.html
A competitor, I think since sold: http://4nursebee.blogspot.com/2013/05/medicago-research-and-tsla-update.html
More research: http://4nursebee.blogspot.com/2013/06/novavax-shareholder-meeting.html
VLP research: http://4nursebee.blogspot.com/2013/05/virus-like-particle-vaccine-research.html
A competitor, I think since sold: http://4nursebee.blogspot.com/2013/05/medicago-research-and-tsla-update.html
More research: http://4nursebee.blogspot.com/2013/06/novavax-shareholder-meeting.html
Tuesday, November 19, 2013
Timber!
Pain, churning, not working well- all signs to get out of the way. Former leaders cracked. Others read this well. I did not but have preserved capital and hope to stay on the sidelines for a while.
I am looking for TSLA entry over the next year or two. Model X and Gen 3 announcements, along with (un)expected announcements could drive further investment decisions by market movers. There will be some explosive short term movements before ideal entry.
TWTR needs to shake the tree and get back to the IPO price.
All of this action strikes me as the hidden hand of the market having distributed to the public very well. Now they get to hold the bag.
I am looking for TSLA entry over the next year or two. Model X and Gen 3 announcements, along with (un)expected announcements could drive further investment decisions by market movers. There will be some explosive short term movements before ideal entry.
TWTR needs to shake the tree and get back to the IPO price.
All of this action strikes me as the hidden hand of the market having distributed to the public very well. Now they get to hold the bag.
Wednesday, October 30, 2013
Things to say
I am rereading Livermore related books and find them full of gems. I expect I could not relate as well in the past.
IPO research July to Sept yielded little. SFM ss? CTRL(slow reading S-1) looks very ready long, PGEM worth watching. Both are too small for me right now. PCRFY added to my list as a tandem play with TSLA.
TSLA at 50 day but no near term catalyst. I expect it might not need a catalyst but it is not attractive to me. I'm watching and want to catch a bull run again. Some distribution imo.
I'm surprised at cautious statements of others. sp500 at all time highs, follow leaders.
Earnings play tough now. FB tonight, I've been holding with small losses.
IPO research July to Sept yielded little. SFM ss? CTRL(slow reading S-1) looks very ready long, PGEM worth watching. Both are too small for me right now. PCRFY added to my list as a tandem play with TSLA.
TSLA at 50 day but no near term catalyst. I expect it might not need a catalyst but it is not attractive to me. I'm watching and want to catch a bull run again. Some distribution imo.
I'm surprised at cautious statements of others. sp500 at all time highs, follow leaders.
Earnings play tough now. FB tonight, I've been holding with small losses.
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