Friday, October 13, 2006

 

Sector Spotlight: Bird Flu Stocks

So far, I like the action in the market today. It has all the underpinnings of a nice rally. We are enjoying strength across the board in high beta tech stocks.

Specifically, I like the action in EQIX, NVEC, ADBE, AMD, CRM, BITS, BRCM, ATE, SNE and CHINA. However, I have no plans to commit fresh dollars to long positions-- due to the extent of the recent run.

If you are short U.S. equities, notable weakness is abundant in Homebuilders, Drugs and Retail.

Finally, its worth noting Energy and Precious Metal stocks rallying nicely off recent lows and appear to be under accumulation, again. As for oil, record snow in Detroit is reminding people that we need oil for the winter. Duh.

Almost forgot. Due to seasonality and the prospect of the Bird Flu becoming headline news this winter, I will share my "Bird Flu stock list."

GNBT, HEPH, DSCO, HEB, GILD, GTHA, EMFP, STTK, NVAX, AVAN, CPHD, CARN, QDEL, CRXL, SNY, BCRX, GSK, MBRX, AOB, PPHM, NVS, MEDI, VICL, AVII, SIGA, APT, NNVC, SVA and AMAR.

NOTE:
Most of the stocks above are really bad companies and were found during last years Bird Flu pandemic scare. If you have any that may be worth a look, please share.

Comments:
Broker A
Any thoughts on SAIC going public today (SAI) ?

Regards
Pagino
 
Hey did anyone short MNCS.OB :) That uptrend broke down just a tad haha.
 
not familiar
 
Yeah, MNCS is having a "tough" 4th qt.
 
Don't forget about Alnylam Pharmaceuticals (ALNY). They are actually a legitimate company I have been investing in since $7 (now at $16+). They are developing an RNAi therapy for pandemic flu (and for influenza, in general). This is in addition to lots of other programs they have going on. Great stuff!
 
Thanks. I remember reading an article in one of the financial magazines last year about ALNY.

Something about the genius of its management or something.
 
broker, PCOP looking a little like DVAX. offering priced well, no aftermarket sellers, stock trading at 2 month highs. things that make you go hmmm
 
I remember PCOP from the nanotech craze of 2003.

The chart looks good, albeit on light volume.

Any news events coming up?
 
3 events the first week on Nov
 
If history is any guide, the Bird Flu scare has been consigned to the dustbin of history, right on top of SARS and anthrax. It will be something new this year.
 
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