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Category Archives: Stock Watch
HR 1694 passed in congress – another leg for FNMA and FNMAS
Yesterday HR1694 Act passed unanimously in congress (big surprise), it is another leg for FNMA, consider load more of FNMA/FNMAS/
More retail stores are closing – from WSJ
More retail stores are closing – from WSJ
More retail companies for me to consider short opportunities – from Barrons
More retail companies for me to consider short opportunities – from Barrons
Can John Fredriksen save SDRL or not?
Can John Fredriksen save SDRL or not?
Prison Bonds Are Going Through the Roof Thanks to Trump’s Immigration Policy – WSJ
Prison Bonds Are Going Through the Roof Thanks to Trump’s Immigration Policy
Pershing Square owns 18.1M shares and 9.1M shares of Options in VRX
Pershing Square owns 18.1M shares and 9.1M shares of Options in VRX
How to look for Biotech companies? – lessons from Barron’s
How to look for Biotech companies
Posted in Equity Analysis, Industry Analysis, Stock Watch
Tagged Biotech, Gilead Sciences, Global Blood, Sarepta, Versartis
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Takeover Candidate Alexion Is on the Mend
Takeover Candidate Alexion Is on the Mend -from Barron’s
Paulson is double down on Valeant
This is great news for Valeant. Since Ackman sold his 8% stake in VRX, ValueAct sigificantly increased their stakes, now Paulson became the board member. Good sign for VRX.