Timely Schedule of Biotechnology Equitys Gains and LossesThis schedule shall be maintained by any IRR as a(n) event(s) occur(s) in the following format: $XYZ, Link/source,. Calculated columns/cells (TBD) may include: SP, %age SP change, Volume, MC, etc.; brief summary/comment including original comment(s)/thread(s)s/post#(s) . 125-150 characters (max), author. Schedule to exist on stockgumshoe.com/microblog utilizing google drive. This spreadsheet greatly reduce the biotech posts in currenty threads and consolidate information between threads. Perpetual Prosperity to ALL!-Benjamin
example: HEADER: Nasdaq.com US Market ClosedDec 12, 2014CAC 40 4108.93-116.93 ▼-2.77%NIKKEI 225 17371.58114.18 ▲0.66%FTSE100 6300.63-161.07 ▼-2.49%
Stock Market Activity
NASDAQ Composite Volume: 1,834,060,354
Index Value Change Net / %
NASDAQ 4653.60 -54.56 ▼1.16% NASDAQ-100 (NDX) 4199.28 -47.2 ▼1.11% Pre-Market (NDX) 4211.91 -34.57 ▼0.81% After Hours(NDX) 4200.08 0.8 ▲0.02%
DJIA 17280.83 -315.51 ▼1.79% S&P 500 2002.33 -33 ▼1.62%
Russell 2000 1152.45 -14.51 ▼1.24% Data as of Dec 12, 2014
View Major Indices 12:00 PM 3:00 PM 4660 4680 4700
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SCHEDULE DATA:Stock Activity
Most Active Most Advanced Most Declined Dollar Volume Unusual Volume
Company Last Sale* Change Net / % Share Volume
Calithera Biosciences, Inc. (CALA) $29.85 6.65 ▲ 28.66% 1,167,588
ChemoCentryx, Inc. (CCXI) $5.60 1.11 ▲ 24.72% 7,777,656
Oncothyreon Inc. (ONTY) $2.02 0.31 ▲ 18.13% 7,735,300
Sangamo BioSciences, Inc. (SGMO) $16.53 2.46 ▲ 17.48% 2,530,356
Cerulean Pharma Inc. (CERU) $6 0.83 ▲ 16.05% 75,458
Read more: http://www.nasdaq.com/#ixzz3Lt0mWKHa
http://www.nasdaq.com/article/why-chemocentryx-incs-shares-shot-60-higher-today-cm422798 , calcs1,2,3,,, TLOGolgytes …
This is a discussion topic or guest posting submitted by a Stock Gumshoe reader. The content has not been edited or reviewed by Stock Gumshoe, and any opinions expressed are those of the author alone.
RE:Post 136 ABIO, CALA, PRTK, RGDX, SKBI, VBIV ALDR, DSCO, LJPC, TGTX
Post 139 KIte, 140, 142, AKAO, CTIX, 144 SPHS, 146 AGIO, 147 AGIO,CELG, 149 CLDN 150 SNWV 151 GILD, 152 GALE, 153 ABIO, CALA, PRTK, RGDX, SKBI, VBIV, 154 ISIS, AGIO, ARIA, ABBV, AGEN, AXLN, ATHN, AVNR, BLUE,FOLD 155 KITE, 157 NBY, 158 CALA, 159 FOMX, 160 CTIX, 161 NBY, 162 OPHT, 163 GIOLD ACHN, 164 AKBA, 165 BENITECH, 166 ACRX ECTE RNN ATHX 167 AKAO 168 SNWV 169 TRVN CALA 170 MORHOSYS 171, 172 NO-FLY BIO LIST etc,
all above regarding http://www.stockgumshoe.com/2014/12/microblog-dawn-of-the-planet-of-the-tloglodytes/ Best-Benjamin
204 NVS, NBY, PTLA, TRVN, ISIS…
If USA doesn’t take #STEM as seriously as #China the ranks of the most prosperous nations are going to change. We don’t have a day to lose…
Education will change forever with #VR – NingXia province China just opened the first @htcvive 50-student full-function VR classrooms. Epic!
https://twitter.com/CharlieFink/status/918718615758635010 ht @RickKing16
MGEN benefits from nusinerin, kynamro, patisiran, inclisiran – they give investors a way to visualize a path to market for oligotx. Though miRNA has vastly different MoA from antisense or RNAi, their success helps it. C 9.70 1/3, 4? up 😉 https://twitter.com/mikegoodma/status/948574149882019840 Thx Mike
#Charts:
Finviz Technical Analysis, Fundamental, Catalysts #News
https://finviz.com/chart.ashx?t=MGEN&ty=c&ta=1&p=d&s=l
https://finviz.com/quote.ashx?t=MGEN
#Invest #Chart: mgen
https://www.investing.com/equities/signal-genetics
Fix You https://www.youtube.com/watch?v=sTkQUL_MMLU
Over the #rainbow, #wonderful world
https://www.youtube.com/watch?v=Z26BvHOD_sg
https://www.ursa.fi/blogi/ice-crystal-halos/halo_display_from_upper_bavaria/
Christian － 史逸飞 #Follow
Rainbow – #360 Degree. Natural Phenomenon
It’s not a lens-reflection, nor a #photoshop-artwork. The Rainbow appeared on a “mixed-weather-day” during my stay in Mallorca. Quite a natural phenomenon…
https://www.flickr.com/photos/lostlaowai/5873115391 halo
b2a +
#DesignMarch https://designmarch.is/programme?date=&q=&related_events=
#f/k = x > Screener https://pro.moneymappress.com/p/TMPBK39LFSN4/LTMPU307/Full?
D R Barton. The 10-Minute Millionaire Pro newsletter at $299/yr.
#Screener Schwab image > Screeners at Schwab By Randy Frederick
?
https://www.schwab.com/active-trader/insights/content/options-screeners-at-schwab
#J_Hook Screener > More to come… #b2a
So my wife inherited an account several months ago. Although I don’t consider the account huge, it was managed by a South Florida high-wealth asset management firm. I’ve found it instructive to see how they allocated the assets, and Ben thought it might be worth sharing.
Broadly speaking, there are three broad categories of assets in this portfolio: Individual stocks, mutual funds, and fixed income (there was also an annuity we cashed out, which I’ll ignore). I suspect that the owner of the portfolio advised the wealth management firm how conservative to be with her assets, and they adjusted the relative proportions accordingly. Knowing this individual pretty well, and looking at the allocations, it seems as though she requested that they be pretty conservative and focus more on wealth preservation than growth.
This first e-mail will focus only on fixed income. I’ll discuss the other two categories later.
The fixed income investments were as follows:
Intermediate Bonds: 35% of the total fixed income category
High Yield Corporate Bonds: 12% of fixed income
Municipal Bonds: 24% of fixed income
World Bonds: 16% of fixed income
“Non-traditional” Bonds: 9% of total
Emerging Markets Bonds: 3.3% of total
There may be a rounding error in there.
A couple of notes:
(1) There are a number of corporate bond funds. The ones chosen for this account were: TIHYX, AHITX, and SHYAX (I sold SHYAX because the fees were higher than normal, but will likely keep the others). The yield on these funds aren’t as high as available elsewhere—I think they must not use any leverage to boost returns as others do, but make the funds more risky.
(2) There seems to be quite a bit of overlap in the countries represented in the World Bond Funds and the Emerging Markets Fund, so I don’t know how those Morningstar classifications are determined. At any rate, the world funds were SEFIX and TTRZX, and the emerging markets bond fund was SITEX.
(3) There are dozens and dozens of municipal bond funds available. While the ones in this portfolio were ETFs, I prefer CEFs (close-ended funds), which trade like stocks and generally have higher yields. I’ve been making the switch to some of the better CEFs.
(4) What the heck are non-traditional Bonds? Beats me; that’s the classification given by Morningstar, but it looks like it is mostly made up of secured loans (such as packages of mortgages) and corporate loans. That ticker is DFLEX, which is a DoubleLine fund.
Here’s my final thought. This portfolio had something like 30-35% allocated to fixed income. For me that’s too high; I prefer something down around 15-20%, but I’m still a young’un. Anyway, my recommendation would be that, regardless of what proportion of your portfolio you decide to put in fixed income, you then should consider allocating that amount among intermediate bonds/munis/corporate/world bonds, etc. in approximately the percentages listed above. At least it seems like a reasonable place to start.
Quick post on the second category, mutual funds. To be honest, this is something I just don’t get; I think there should have been no mutual funds in this portfolio because the holdings could have been easily replicated through individual stock purchases at a lower cost (you’ll understand why when I get to the post about individual stock holdings). Actually, I’m overreaching a little. I could see holding funds of stocks that are hard to replicate, such as baskets of emerging market companies or small/mid caps.
Anyway, there were a ridiculously high number of stock funds in this portfolio–I think 14 in total, not including the bond funds already discussed–some of which are repetitive (and some of which, as I stated above, have relatively high annual expense ratios).
There are subtle differences among them so I don’t know the best way to organize them here. For instance, thre are six that consist of large companies, either “growth”-oriented, “value”-oriented, or a “blend” of both, and with their holdings consisting of between 75%-90% US stocks and the remainder International stocks.
In addition, there are:
Two large US stock-only mutual funds (consisting of around 40% of the mutual fund category)
a small/midcap US stock fund (consisting of just 4% of the total mutual fund category)
Two large foreign-stock only funds, one focused on “growth” and one focused on a “blend” (consisting of approximately 12% of the value of all the mutual funds)
Three emerging markets stock funds (consisting of around 20% of the value of all the mutual funds)
One “world allocation” fund consisting of 1/3 large US stocks, 1/3 large international stocks, and 1/3 bonds (just 4% of the mutual fund category).
Note that the percentages listed above don’t include the funds that have both a US and foreign stock component, so it would be inaccurate to say that 12% of the holdings here were in non-emerging market foreign stocks. If you divide up the components of the funds that included both US and foreign stocks, and add them in, it’s more than that.
I’ll also note that I am generally very skeptical about the distinction between “value” and “growth” companies. There is a ton of overlap in the holdings of these funds, For instance, I think every single non-foreign fund in this portfolio has Microsoft as a top ten holding (The top holdings of each fund are listed on Morningstar’s site for easy perusal). Is it growth or value? Who cares?
I kind of understand how it happened: There seems to have been a manager for the “US growth stocks,” a separate manager for “US value stocks,” a different manager for “small US stocks,” foreign stocks, etc., and each manager included both stocks and funds in their portion of the portfolio, without any regard for what the other managers were doing. The portfolio was not looked at holistically–that is, a complete whole. Which is why there seems to be so much overlap, even though the value of each mutual fund holding was relatively small. This is a great lesson on why we all need to look at our holdings as one portfolio even if there are different accounts within in (such as both a taxable and tax-deferred account).
I have since sold all the US-based mutual funds, and the foreign funds that had high fees.
I think that’s it for the funds.
All right. We are now reaching the meat of this professionally-managed inherited portfolio, which consists of the stock holdings. There’s a lot of information that can be gleaned from these holdings. I’ll try to be concise, and limit discussion to what I think is most relevant, but please ask questions if there’s anything more you’d like to know here.
I think it’s important to reiterate here that multiple asset managers worked on this account. As I understand it, this portion of the portfolio (which includes some of the mutual funds discussed previously, BTW), was split into several “baskets” with differing style: Large-Cap Growth, Large-Cap Core (whatever that is), Large-Cap Value, Small-Cap Growth, and International Developed Markets. The “baskets” were split as follows:
Large-Cap Growth: 23% of value of all stock holdings
Large-Cap Core: 13% of value of all stock holdings
Large-Cap Value: 23% of value of all stock holdings
Small-Cap Growth: 13% of value of all stock holdings
International: 27% of value of all stock holdings
So, another way to look at it is: 60% large-cap domestic, 27% international (large, mid, and small cap), and 13% small-cap domestic.
What is the difference between Large-Cap Growth, Large-Cap Core, and Large-Cap Value? Here’s a list of five holdings from each category, chosen at random:
Large-Cap Growth: Abbott, Adobe Systems, Google, ADP, Blackrock.
Large-Cap Core: 3M, Apple, Dollar General, Honeywell, Johnson & Johnson
Large-Cap Value: AT&T, CVS, Merck, Pepsi, Proctor & Gamble.
There are also some stocks that are given OTHER classifications: Mid-cap growth, small-cap value, small-cap core, emerging markets, etc., and it is likely that the same manager handled all small-and mid-cap domestic, and the same manager handled both foreign developed and emerging markets, even though that doesn’t completely mesh with the description of the five managed accounts.
Anyway, that’s all background.
There are about 210 different stocks in this portfolio, which is WAAAAYYYYYY overkill, especially in light of the size of many of these holdings. What I suspect was going on here is that each individual manager puts the same stocks in the same proportion in all the client accounts he or she manages, and the number of shares is simply determined by the size of the account. So I am guessing that the stocks in this account, in the same proportion, was exactly the same as accounts ten, twenty, even thirty times larger. (note: the sheer number of different stocks in this account, many of which being ridiculously small in size, makes me really question why there were any large-cap domestic mutual funds, as alluded to in the earlier post).
I can’t list all 210 stocks, so what I am going to do is simply give you the first 50 or so. To give you a sense of size, the largest stock holding was approximately 4 times the size of the last one I am giving you. CVS, at # 14, is twice the size of the stock at the bottom. Only the top nine stocks are more than 2.5 times the last on the list—so it is pretty top-heavy. The top nine stocks. combined, constitute around 17.5% of the value of all the stocks (through Google/Alphabet).
Let me note also that there are no REITs, no MLPs, and maybe only one or two electric utilities. The other sectors seem to be evenly represented.
NSRGY NESTLE S A SPNSD ADR REPSTING REG SHS
ADBE ADOBE SYSTEMS INC DELAWARE
MSFT MICROSOFT CORP
DG DOLLAR GENERAL CORP NEW
ADP AUTOMATIC DATA PROCESSING INC
CAJ CANON INC SPON ADR
ACN ACCENTURE PLC IRELAND CLASS A NEW
V VISA INC CLASS A
GOOG ALPHABET INC CL C
UNH UNITEDHEALTH GROUP INC
NKE NIKE INC CL B
MMC MARSH & MCLENNAN COS INC
LOW LOWES COMPANIES INC
CVS CVS HEALTH CORP
NICE NICE LTD SPONS ADR
ALPMY ASTELLAS PHARMA INC ADR
ZTS ZOETIS INC CL A
ORCL ORACLE CORP
KT KT CORP SPONSORED ADR
CEO CNOOC LTD SPONS ADR
SNN SMITH & NEPHEW PLC NEW SPONS ADR
ALGN ALIGN TECHNOLOGY INC
SBUX STARBUCKS CORP
IHG INTERCONTINENTAL HOTELS GROUP PLC NEW SPONS ADR 2017
AMGN AMGEN INC
ORLY O REILLY AUTOMOTIVE INC NEW
SJM SMUCKER JM COMPANY NEW
PM PHILIP MORRIS INTL INC
FB FACEBOOK INC CL A
GWW GRAINGER W W INC
JNJ JOHNSON & JOHNSON
STT STATE STREET CORP
ABT ABBOTT LABORATORIES
CVX CHEVRON CORP
ABC AMERISOURCEBERGEN CORP
MCHP MICROCHIP TECHNOLOGY INC
IT GARTNER INC
MLCO MELCO RESORTS & ENTERTAIMENT LTD ADR
KR KROGER COMPANY
OXY OCCIDENTAL PETROLEUM CORP
SNE SONY CORP ADR NEW 7/74
OMC OMNICOM GROUP INC
GOOGL ALPHABET INC CL A
BKNG BOOKING HOLDINGS INC
ITW ILLINOIS TOOL WORKS INC
MRK MERCK & COMPANY INC NEW
REGN REGENERON PHARMACEUTICALS INC
DBSDY DBS GROUP HLDGS LTD SPONS ADR
WNS WNS HOLDINGS LTD SPONSORED ADR
RDS/A ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES
MA MASTERCARD INC CL A
Also, just for giggles, here are the bottom 30 in size, which combined have the same value as Nestle, the #1. Most, I believe, are small- and mid-cap international stocks:
WWW WOLVERINE WORLD WIDE INC
SONC SONIC CORP
AKO/B EMBOTELLADORA ANDINA S A SPONSORED ADR REPRESENTING SERIES B
MIELY MITSUBISHI ELEC CORP ADR
SSB SOUTH STATE CORP
TMICY TREND MICRO INC SPONSORED ADR NEW
SCSC SCANSOURCE INC
SKM SK TELECOM LTD SPONS ADR
DRQ DRIL-QUIP INC
HURN HURON CONSULTING GROUP INC
UHT UNIVERSAL HEALTH REALTY* INCOME TRUST SHARES BENEFICIAL INTEREST
PDCO PATTERSON COMPANIES INC
ADRNY KONINKLIJKE AHOLD DELHAIZE N V SPONS ADR NEW
ADDYY ADIDAS AG SPONS ADR
DSDVY DSV AS ADR
DLAKY DEUTSCHE LUFTHANSA AG SPONS ADR
KMTUY KOMATSU LTD SPONS ADR NEW
SMFKY SMURFIT KAPPA GRP PLC ADR
PCRFY PANASONIC CORP ADR
EBKDY ERSTE GROUP BANK AG SPONSORED ADR REPSENTING 1/2 SH
AVDL AVADEL PHARMACEUTICALS PLC SPONS ADR
HTHIY HITACHI LTD ADR 10 COM
CCU COMPANIA CERVECEIAS UNIDAS S A SPONSORED ADR
CMCM CHEETAH MOBILE INC ADR
ORKLY ORKLA ASA SPON ADR
HENOY HENKEL AG & COMPANY KGAA SPONSORED ADR REPSTG PFD SHS
SWRAY SWIRE PACIFIC LIMITED SPONSORED ADR REPRESENTING 1 CLASS A
VCO VINA CONCHA Y TORO S A SPONSORED ADR
SHI SINOPEC SHANGHAI PETRO SPONS ADR REPSTG CL H
PBSFY PROSIEBENSAT 1 MEDIA AG ADR
I think that’s it. Let me know if you’d like me to parse this any other way. Hopefully the formatting looks OK.
#inherited portfolio
Wow, savethemanatee – 140 in just stocks! And there are/were other holdings too! No wonder you want to sell off the chaff, if you only had time to work out what is actually chaff.
Of the bottom thirty, I’d want to entertain keeping only Mitsubishi Electric and Komatsu, maybe Hitachi, as their products are familiar to me through my husband’s work, but I think that they’re in cyclical industries. I’d keep them just to put them aside for later analysis. And of course I could be all wrong here since I’ve never heard of most of the lower 30!
IMHO it’s a matter of how much time you have to investigate their vitals. Expediency says to sell and say, “Thank you, dear Auntie Em (or whomever)” as the proceeds come in.
Please tell me that you now have this portfolio in a brokerage that won’t charge you more than it’s worth to sell the small holdings, especially those foreign stocks.
Thanks for posting!
Penny
Part of me wants to sell off all the stocks whose value are below a certain ridiculously low threshold (i.e., the cost of a single night out with my family). But I agree, this is a neat opportunity to learn something about companies I know little or nothing about–after all, there’s a reason a professional chose these particular stocks.
The first, immediate step was to identify and sell the holdings that my wife and I are prohibited from holding (we’re both federal government employees, and ethics rules still apply to rank-and-file civil servants, even if it doesn’t seem to for political appointees). Then, as mentioned, I sold the US-based mutual funds with the intention of reinvesting it in individual stocks. Now it’s a matter of executing the hard part. The ones I keep, I will add to. The small and mid-cap foreign stocks are the most interesting to me, to be honest.
Thankfully, my brokerage (Schwab) gives me free transactions, a gift for switching from Scottrade last year!
wow, Savethemanatee, absolutely fabulously awesome thanks for sharing! so much to learn here!
yours, Finn
OK–You asked. Sorry for the delay; I was out all weekend.
Here’s the complete managed portfolio (just the stocks), in order from highest value of each holding to lowest. It’s a little overwhelming. Just to clarify something: I think I originally mentioned that some of the confusion with this portfolio was that there were several different individual managers–one for international stocks, one for growth stocks, one for value stocks, etc. So, it’s entirely possible that several stocks were purchased by more than one “manager”, and that is why they appear very high on the list (Dollar General, I’m looking at you).
NSRGY NESTLE S A SPNSD ADR REPSTING REG SHS
ADBE ADOBE SYSTEMS INC DELAWARE
MSFT MICROSOFT CORP
DG DOLLAR GENERAL CORP NEW
ADP AUTOMATIC DATA PROCESSING INC
CAJ CANON INC SPON ADR
ACN ACCENTURE PLC IRELAND CLASS A NEW
V VISA INC CLASS A
GOOG ALPHABET INC CL C
UNH UNITEDHEALTH GROUP INC
NKE NIKE INC CL B
MMC MARSH & MCLENNAN COS INC
LOW LOWES COMPANIES INC
CVS CVS HEALTH CORP
NICE NICE LTD SPONS ADR
ALPMY ASTELLAS PHARMA INC ADR
ZTS ZOETIS INC CL A
ORCL ORACLE CORP
KT KT CORP SPONSORED ADR
CEO CNOOC LTD SPONS ADR
SNN SMITH & NEPHEW PLC NEW SPONS ADR
ALGN ALIGN TECHNOLOGY INC
SBUX STARBUCKS CORP
IHG INTERCONTINENTAL HOTELS GROUP PLC NEW SPONS ADR 2017
AMGN AMGEN INC
ORLY O REILLY AUTOMOTIVE INC NEW
SJM SMUCKER JM COMPANY NEW
PM PHILIP MORRIS INTL INC
FB FACEBOOK INC CL A
GWW GRAINGER W W INC
JNJ JOHNSON & JOHNSON
STT STATE STREET CORP
ABT ABBOTT LABORATORIES
CVX CHEVRON CORP
ABC AMERISOURCEBERGEN CORP
MCHP MICROCHIP TECHNOLOGY INC
IT GARTNER INC
MLCO MELCO RESORTS & ENTERTAIMENT LTD ADR
KR KROGER COMPANY
OXY OCCIDENTAL PETROLEUM CORP
SNE SONY CORP ADR NEW 7/74
OMC OMNICOM GROUP INC
GOOGL ALPHABET INC CL A
BKNG BOOKING HOLDINGS INC
ITW ILLINOIS TOOL WORKS INC
MRK MERCK & COMPANY INC NEW
REGN REGENERON PHARMACEUTICALS INC
DBSDY DBS GROUP HLDGS LTD SPONS ADR
WNS WNS HOLDINGS LTD SPONSORED ADR
RDS/A ROYAL DUTCH SHELL PLC SPONSORED ADR REPSTG A SHARES
MA MASTERCARD INC CL A
MT ARCELORMITTAL SA LUXEMBOURG NY REGISTRY SHARES NEW
WEX WEX INC
AAPL APPLE INC
UOVEY UNITED OVERSEAS BK LTD SPONS ADR
ROST ROSS STORES INC
CAG CONAGRA BRANDS INC
MMM 3M COMPANY
FMS FRESENIUS MEDICAL CARE AG & CO KGAA SPONSORED ADR REPSTG SHS
MO ALTRIA GROUP INC
BLKB BLACKBAUD INC
AFL AFLAC INC
MANH MANHATTAN ASSOCIATES INC
BHKLY BOC HONG KONG HOLDINGS LTD SPON ADR
FPAFY FIRST PAC LTD SPONS ADR
CLGX CORELOGIC INC
CSCO CISCO SYSTEMS INC
CHH CHOICE HOTELS INTL NEW INC
SSEZY SSE PLC SPON ADR
PSX PHILLIPS 66
PG PROCTER & GAMBLE COMPANY
ATR APTARGROUP INC
DWAHY DAIWA HOUSE IND LIMITED ADR
FICO FAIR ISAAC CORP
FIS FIDELITY NATIONAL INFORMATION SERVICES INC
EXPO EXPONENT INC
DCM NTT DOCOMO INC SPONSORED ADR
COLM COLUMBIA SPORTSWEAR COMPANY
MORN MORNINGSTAR INC
NEE NEXTERA ENERGY INC
IX ORIX CORP SPONSORED ADR
JPM JPMORGAN CHASE & COMPANY
STO STATOIL ASA SPONSORED ADR
UNP UNION PACIFIC CORP
TKPYY TAKEDA PHARMACEUTICAL COMPANY LTD SPONSORED ADR
BDX BECTON DICKINSON & COMPANY
JMHLY JARDINE MATHESON HOLDINGS LIMITED ADR
WFC WELLS FARGO & CO NEW
KEX KIRBY CORP
TECH BIO TECHNE CORP
HON HONEYWELL INTL INC
PKG PACKAGING CORP OF AMERICA
LMT LOCKHEED MARTIN CORP
NTTYY NIPPON TELEG & TEL CORP SPON ADR
PFE PFIZER INC
SEOAY STORA ENSO CORP SPONSORED ADR REPSTG SHARES R
STM STMICROELECTRONICS N V NY REGISTRY
CMCSA COMCAST CORP CL A NEW
STBFY SUNTORY BEVERAGE & FOOD LTD ADS
MDT MEDTRONIC PLC
IPAR INTER PARFUMS INC
AEG AEGON N V NY REGISTRY SHS
CASY CASEYS GENL STORES INC
MOG/A MOOG INC CLASS A
PEP PEPSICO INC
YY YY INC ADS REPSTG CL A
POOL POOL CORP
T AT&T INC
HLUYY H LUNDBECK A/S SPONSORED ADR LEVEL 1
CB CHUBB LTD
AHEXY ADECCO GROUP AG ADR
ABBV ABBVIE INC
IR INGERSOLL RAND PLC
LSTR LANDSTAR SYSTEM INC
NATI NATIONAL INSTRUMENTS CORP
UNF UNIFIRST CORP
NAVG NAVIGATORS GROUP INC
WEC WEC ENERGY GROUP INC
KNBWY KIRIN HOLDINGS COMPANY LIMITED SPONS ADR
PX PRAXAIR INC
PB PROSPERITY BANCSHARES INC
SOUHY SOUTH32 LTD SPONS ADR
STBZ STATE BANK FINL CORP
ARGX ARGENX SE ADS RESPSTG ORD SHARES
MON MONSANTO COMPANY NEW
DIS WALT DISNEY CO
MDLZ MONDELEZ INTERNATIONAL INC CL A
WHGLY WH GROUP LTD SPONSORED ADR
KCRPY KAO CORP SPONSORED ADR REPSTG 10 SHS COM
CL COLGATE-PALMOLIVE COMPANY
BECN BEACON ROOFING SUPPLY INC
UMC UNITED MICROELECTRONICS CORP SPONSORED ADR NEW
OTSKY OTSUKA HOLDINGS COMPANY LTD ADR
JJSF J & J SNACK FOODS CORP
CRTO CRITEO SA ADS
IART INTEGRA LIFESCIENCES HLDGS CORP
AGN ALLERGAN PLC
DORM DORMAN PRODUCTS INC
FWRD FORWARD AIR CORP
TXN TEXAS INSTRUMENTS INC
PTR PETROCHINA COMPANY LIMITED SPONSORED ADR
WHR WHIRLPOOL CORP
BFAM BRIGHT HORIZONS FAMILY SOLUTIONS INC
TLK PERUSAHAN PERSEROAN PERSERO ADR PORT TELEKMUNIKIASI INDONESIA
PKX POSCO SPONSORED ADR
SLB SCHLUMBERGER LTD
WABC WESTAMERICA BANCORPORATION
TX TERNIUM SA SPONSORED ADR
PNFP PINNACLE FINANCIAL PARTNERS INC
SPKKY SPARK NEW ZEALAND LTD SPONSORED ADR
FUJIY FUJIFILM HOLDINGS CORP ADR
IBKC IBERIABANK CORP
SBH SALLY BEAUTY HOLDINGS INC
CABGY CARLSBERG AS SPONSORED ADR
NLSN NIELSEN HLDGS PLC SHS EUR
BLK BLACKROCK INC
AVH AVIANCA HOLDINGS SA ADR
ATHM AUTOHOME INC SPONS ADR REPSTG CL A
MNRO MONRO INC
UMPQ UMPQUA HOLDINGS CORP
CONE CYRUSONE INC
ICUI ICU MEDICAL INC
RLI R L I CORP
AAON AAON INC NEW
POWI POWER INTEGRATIONS INC
LANC LANCASTER COLONY CORP
ECOL U S ECOLOGY INC
KNSL KINSALE CAPITAL GROUP INC
APAM ARTISAN PARTNERS ASSET MGMT INC CL A
ENV ENVESTNET INC
TTNDY TECHTRONIC INDUSTRIES LIMITED SPONSORED ADR
RHHBY ROCHE HOLDING LIMITED SPONSORED ADR
ABB ABB LIMITED SPONSORED ADR
CASS CASS INFORMATION SYSTEMS INC
SCL STEPAN CO
AUO AU OPTRONICS CORP SPONSORED ADR
SXT SENSIENT TECHNOLOGIES CORP
LPL LG DISPLAY COMPANY LTD SPONSORED ADR REPRESENTING COMMON
BCPC BALCHEM CORP
PSO PEARSON PLC SPONSORED ADR
HKXCY HONG KONG EXCHANGES & CLEARING LIMITED ADR
RAVN RAVEN INDUSTRIES INC
AEXAY ATOS ORIGIN SA ADR
PLUS EPLUS INC
WWW WOLVERINE WORLD WIDE INC
SONC SONIC CORP
AKO/B EMBOTELLADORA ANDINA S A SPONSORED ADR REPRESENTING SERIES B
MIELY MITSUBISHI ELEC CORP ADR
SSB SOUTH STATE CORP
TMICY TREND MICRO INC SPONSORED ADR NEW
SCSC SCANSOURCE INC
SKM SK TELECOM LTD SPONS ADR
DRQ DRIL-QUIP INC
HURN HURON CONSULTING GROUP INC
UHT UNIVERSAL HEALTH REALTY* INCOME TRUST SHARES BENEFICIAL INTEREST
PDCO PATTERSON COMPANIES INC
ADRNY KONINKLIJKE AHOLD DELHAIZE N V SPONS ADR NEW
ADDYY ADIDAS AG SPONS ADR
DSDVY DSV AS ADR
DLAKY DEUTSCHE LUFTHANSA AG SPONS ADR
KMTUY KOMATSU LTD SPONS ADR NEW
SMFKY SMURFIT KAPPA GRP PLC ADR
PCRFY PANASONIC CORP ADR
EBKDY ERSTE GROUP BANK AG SPONSORED ADR REPSENTING 1/2 SH
AVDL AVADEL PHARMACEUTICALS PLC SPONS ADR
HTHIY HITACHI LTD ADR 10 COM
CCU COMPANIA CERVECEIAS UNIDAS S A SPONSORED ADR
CMCM CHEETAH MOBILE INC ADR
ORKLY ORKLA ASA SPON ADR
HENOY HENKEL AG & COMPANY KGAA SPONSORED ADR REPSTG PFD SHS
SWRAY SWIRE PACIFIC LIMITED SPONSORED ADR REPRESENTING 1 CLASS A
VCO VINA CONCHA Y TORO S A SPONSORED ADR
SHI SINOPEC SHANGHAI PETRO SPONS ADR REPSTG CL H
PBSFY PROSIEBENSAT 1 MEDIA AG ADR
BONUS:
Between December 31 and when this account was transferred to heirs in April, several stocks were sold in their entirety. These were almost all in the “international” basket and were:
Celgene Corp Pharmaceuticals CELG
Royal Philips NV ADR Medical Supplies PHG
Novo Nordisk A/S Pharmaceuticals NVO
The Interpublic Group of Companies Advertising IPG
Yirendai Ltd Financial YRD
Marine Harvest ASA Fish Harvesting MHGVY
51Job Inc Business Services JOBS
Imperial Brands Plc ADR Tobacco IMBBY
Tata Motors Ltd Vehicles TTM
Gol Linhas Aereas Inteligentes SA Airlines GOL
58.Com Inc Consumer Services WUBA
China Telecom Corp. Telecommunications CHA
Kasikornbank Public Co. Bank KPCPY
Wow! What a list. Thank you SaveTheManatee. 🙂 #Best2YOU! 🙂
$NP; WOW, we thought we were diversified. Following that list of investments would take 30 hours per day! Thanks for sharing the list.
Regards,
Frank
Hmmm, just scrolled thru for the 2nd time, and can confirm, not one entry from my portfolio. But I’m still nearly 125 years away from the 200 years $IPA.V holds out for me…
v4trn4, My #cush, 4 #generations 2 come is #wow $CWBR; as a result of #KASH, #fff #SGS #Gummunity and #DD, #BestAlwayz!
Gr8Full! With you on $COB.U, $KASH and #SGS/Gummunity! Best Backatchya…
#cush ??
$AUP and $CTEQF
$NVS np > “My favorite slide from my talk today at Free energy/kinetics workshop at Novartis. My talk was themed why kinetics matters for free energies, and how it can be incorporated using stat mech/AI ! The full talk is on youtube: ”
Pratyush Tiwary – Workshop on Free Energy, Kinetics, & MSM in Drug Design 2018
https://www.youtube.com/watch?v=EnkCuajMyeg
#Last? #comment 15May18 ht ty Maiccol https://twitter.com/tiwarylab/status/996509967145414656
NEW on #ASBMB’s Engage blog: Mark Howarth, a molecular biologist at Oxford University, has curated a collection of beautiful protein structures, each corresponding to a letter in the Roman alphabet. ht ty Maicol https://twitter.com/ASBMB/status/1004853214422986752 #Best2ALL!
Orthosteric and allosteric action of the C5a receptor antagonists
Heng Liu, Hee Ryung Kim, R. N. V. Krishna Deepak, Lei Wang, Ka Young Chung, Hao Fan, Zhiyi Wei & Cheng Zhang
https://www.nature.com/articles/s41594-018-0067-z?
New ways of tickling anti-inflammatory C5a #GPCR
ht thx https://twitter.com/reducentropy/status/1005582865176899584
$NVDA, GOOG, $IBM etc,,,
Anybody up for #DFT and much more?
Combining chemistry, physics, mathematics…
#BioChem #AI #Computational #Chemistry #VR #NanoTech
https://soundcloud.com/theoreticallyspeaking
What is theoretical chemistry?
Density Functional Theory
Quantum Computing
Reaction Dynamics and Virtual Reality
Molecular Simulation and DNA Origami
Informatics
Simulating Biomolecules
About an hour and 1/2 of audio videos.
Comments, R&D https://www.stockgumshoe.com/2014/12/microblog-timely-schedule-of-biotechnology-equitys-gains-and-losses/
Theoretically Speaking @TheoryPod
🙂 Fascinating 🙂 Peace! 🙂
$CWBR related wow > The protein folding problem: a major conundrum of science: Ken Dill at TEDxSBU https://www.youtube.com/watch?v=zm-3kovWpNQ 16:30
#FoldIt https://www.youtube.com/watch?v=lGYJyur4FUA
An Introduction to Foldit https://www.youtube.com/watch?v=bo99JjnfdA8
Fold.it
“Sadly, the world is losing #CharlesKrauthammer -a giant of rational thought and uncommonly good common sense. We’re all the better for having heard and read you, Dr. K. You will be sorely missed and fondly, gratefully remembered. Thank you.” ~ Hal Marston
https://twitter.com/BirdBrayn/status/1005434402770505728 #86Cancer