“This small niche player has a ‘first mover’ advantage on the complete cure for a disease that’s deadlier than cancer”

by Travis Johnson, Stock Gumshoe | February 7, 2014 3:44 pm

Looking at an Oxford Club tease for the Friday File

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Source URL: https://www.stockgumshoe.com/reviews/oxford-club/this-small-niche-player-has-a-first-mover-advantage-on-the-complete-cure-for-a-disease-thats-deadlier-than-cancer/


4 responses to ““This small niche player has a ‘first mover’ advantage on the complete cure for a disease that’s deadlier than cancer””

  1. jpbel2003 says:

    A large insurer Y is selling below book. I’ve never held it … Morningstar has been a fan over the years when it is cheap. Anybody ever look at this one?

  2. jpbel2003 says:

    I watched sdrl bounce off 35.20 three times and bought at 35.50. Bought at 35.50.
    If they don’t cut the div. I think the stock will break 40 this year. If they don’t collect
    the div for a couple years

  3. dcinvest says:

    Travis, thanks for your analysis of aortic stenosis cure, a question you answered even before I asked. I appreciated the run down on St. Jude and Medtronic. Was GMRCs run up totally a result of KOs new interests? There was a huge volume spike the day before the news came out.

  4. arch1 says:

    Travis I really wish I had found Gumshoe far earlier , I have already learned so much from you as to investing after spending$$$$$$$ on overhype newsletters that were no real help. For right now I have stopped bio-tech investing; perhaps prior invest too much biased by emotion/personal reasons. If you not careful I think maybe Karma take over bio-tech end OTOH might be good for both. Unknown/unseen cannot be quantified. Please continue good you do.

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