Trade Notes: Buying on a Bad Day
by Travis Johnson, Stock Gumshoe | October 28, 2020 1:17 pm
Details on three new positions in the Real Money Portfolio (and a couple sells)
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Source URL: https://www.stockgumshoe.com/2020/10/trade-notes-buying-on-a-bad-day/
Travis, I see you mentioned LGND, which has been busy lately, and seems to be attractive once again. Are you watching it? – CO2
They’ve gotten a boost from captisol demand, since Remdesivir is formulated with captisol, so that’s bringing a substantial revenue boost. Doesn’t help with royalties, sadly, since I don’t think that’s a royalty-based deal like some of their other captisol programs. Have not looked deep into the numbers since I sold and the Promacta royalty was offloaded, but it’s good to see the income statement starting to recover.
Travis ,
zyme, NNOX ,OTRK, NNDM,MITK,DRIVE ,BLOK, MGA , BWA,ON,STM,CRLBF,IPOB, AppS, SBE, ,IFNNY ,STM, NIO ,
why you don’t look at this ?
Vintee786: there are 18 stocks in your list. It would take Travis probably 8 to 12 days to research them. Why don’ t you give us a brief synopsis of each one with reasons why you like them.
Anyone who is well involved in 5G, AI, and Crypto stocks should already know about these stocks.
Not sure I understand the question. Does that group of stocks mean something in particular to you? I’ve covered a few of them over the years, but don’t own any of them currently.
appreciate the response can you send me the previous link?
Thanks
Not sure what you mean by “the previous link” — any of those that have been covered in the past should come up in a search, but most of them have probably not been covered and certainly they haven’t been covered together. Probably IPOB is the one I’ve written about most recently: https://www.stockgumshoe.com/2020/09/friday-file-a-few-buys-including-a-rare-ipo-purchase-and-an-updated-look-at-gan/
You have so much patience.
FWIW, James Altucher (Agora) recently issued a “buy IFNNY” recommendation, on the grounds they make semi-conductors for several ‘future’ technologies.
Thank you !
NIO The electric-vehicle company just hit a manufacturing milestone.
STM STMicroelectronics N.V., together with its subsidiaries, develops, manufactures, and markets semiconductor products in EMEA, the Americas, and the Asia Pacific.
SBE EV charging networks
Thanks