Portfolio holdings 3-27-15
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Calling a turn -mild bullish divergence $SPY
We went from 40% invested to 65% invested concentrated in biotech and pharma. Climbing the proverbial wall of worry showing bullish divergence.
by Harvey Sax
The Fallacy of the Indexer
Much has been made about buy and hold passive investing outperforming active managers. A lot of the argument revolves around lower tax rates on capital gains. Taxes are never good and all things…
……Portfolio Holdings 3/20/15
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Akorn, Inc $AKRX Catalysts are looming
Specialty pharmaceuticals, biotech, and even big cap pharma are exhibiting great relative price performance. One that we just purchased Monday, Akorn, Inc. (AKRX) on a sharp pullback based on…
Portfolio Holdings 3/13/15
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Portfolio Holdings 3/6/15
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Portfolio Holdings 3/2/15
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SONS sell off- there is always a reason, we just don't know it
Sonus Networks SONS sold of 11% yesterday on a rather benign earnings report. We have a large position in it and were very frustrated by the pin action considering the massive insider buying. The…