During an “Investor Day” presentation to Wall Street analysts this morning in Manhattan, Argos Therapeutics (ARGS) confirmed that the critical ADAPT-3 trial for its AGS-003 cancer immunotherapy treatment is on schedule and appears headed for commercial use in the near future. The company announced two developments that suggest this… Read More
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I am recommending the purchase of a Molina Healthcare June 17 55 Straddle.Buy to Open Molina Healthcare June 16 55 Call Option (MOH_170616C0005500) up to $8.Buy to Open Molina Healthcare June 16 55 Put Option (MOH_170616P0005500) up to $8Rational for the trade: Molina is a leading provider of Medicaid HMO insurance… Read More
With two of our portfolio holdings staring down growing competition, I’m selling them both for gains:Arista Networks (NSDQ: ANET): Up 53% since it was recommended in March.Xilinx (NSDQ: XLNX): Up 17% since recommended in June.For more details on these stocks and the rationale behind the sales, see the full… Read More
With two of our portfolio holdings staring down growing competition, I’m selling them both for gains:Arista Networks (NSDQ: ANET): Up 53% since it was recommended in March.Xilinx (NSDQ: XLNX): Up 17% since recommended in June.Arista Networks is an old-school hardware company that’s benefited from the rise of cloud computing. When… Read More
This week I’ll talk about restructuring the portfolio by using option strategies for healthcare stocks where I expect rising volatility. This strategy has been successful several times recently: our 700%+ options gain with McKesson, the recent 53% gain on Texas Instruments options, the recent 22% gain on… Read More
Sell shares of Diebold Nixdorf (NYSE: DBD) and Ambarella (NSDQ: AMBA). Keep Diebold February Options Straddle open.I am recommending the sale of Diebold Nixdorf (NYSE: DBD) shares ahead of Italy’s referendum due to the increased potential risk to companies doing business in the Eurozone if the “No” vote prevails. Read More
Four stocks have been sold out of the Special Situations portfolio and one buy limit was adjusted in the Breakthrough Tech portfolio.Click on the company name for a link to the original article.Special Situations Sells:Bel Fuse (NSDQ: BELFB)NXP Semiconductors (NSDQ: NXPI)NICE Systems (NSDQ: NICE)Juno Therapeutics (NSDQ: JUNO)Breakthrough… Read More
I’m selling three positions for gains:Bel Fuse (NSDQ: BELFB): Up 30% since recommended in September.NXP Semiconductors (NSDQ: NXPI: Up 22% since recommended in April.NICE Systems (NSDQ: NICE): Up 15% this year, but up 50% since it was first recommended in 2014.There isn’t anything more gratifying then seeing your ideas play… Read More
It is the best of times if you own Texas Instruments, but not-so-great if you own Diebold, which just became Diebold Nixdorf. And while the former is firing on all cylinders, the latter remains a question mark, albeit with a flicker of hope, which makes it worth holding onto for… Read More