Thursday, August 09, 2007
Natty, Biotech and Food
It looks like natural gas is making its annual run. As you know, hurricanes have been non-existent, thanks to "reverse global warming." Nonetheless, it makes sense to bet on at least one home wrecker.
Now, you can fuck around and buy UNG (natty etf) outright. Or, take a shot with some volatile natural gas stocks, such as NGAS, NGS, GMXR, ARD, TXCO, BEXP, SWN, RRC or GGR.
As for biotech:
I hate the sector. As you know, biotech stocks are like little ticking time bombs, waiting to blow off your arms, via FDA denial. However, there is notable strength in the sector. If you want to fuck around and play Doctor, RIGL, NSTK, BVX, EMIS, GERN, NXTM, LMNX, NKTR, AOB, ALNY, CRA, NBIX and MYGN have momentum.
Finally, when the market shits the shower, investors drink and eat, like piggish gluttons.
Within the food and beverage sector, CASY, WFMI, HANS, JMBA, ALCO, TXRH, HAIN, MFW, RUTH, PNRA, MSSR, RUBO, IHP, COSI, LNY, DEG and YOCM look great.
Now, you can fuck around and buy UNG (natty etf) outright. Or, take a shot with some volatile natural gas stocks, such as NGAS, NGS, GMXR, ARD, TXCO, BEXP, SWN, RRC or GGR.
As for biotech:
I hate the sector. As you know, biotech stocks are like little ticking time bombs, waiting to blow off your arms, via FDA denial. However, there is notable strength in the sector. If you want to fuck around and play Doctor, RIGL, NSTK, BVX, EMIS, GERN, NXTM, LMNX, NKTR, AOB, ALNY, CRA, NBIX and MYGN have momentum.
Finally, when the market shits the shower, investors drink and eat, like piggish gluttons.
Within the food and beverage sector, CASY, WFMI, HANS, JMBA, ALCO, TXRH, HAIN, MFW, RUTH, PNRA, MSSR, RUBO, IHP, COSI, LNY, DEG and YOCM look great.
Comments:
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Fly,
Not all of these companies are ticking time bombs dependent on FDA approval alone to do well. I think bio-tech is not well understood.
Take my favorite - NSTK. They have built up a beautiful portfolio of patents in the drug delivery area as well as a dynamite RNAi business that they can spin off for huge value. A company like this would be of huge interest to big pharma. Lot of ways you can win without some DC bureaucrat giving you a thumbs-up.
Not all of these companies are ticking time bombs dependent on FDA approval alone to do well. I think bio-tech is not well understood.
Take my favorite - NSTK. They have built up a beautiful portfolio of patents in the drug delivery area as well as a dynamite RNAi business that they can spin off for huge value. A company like this would be of huge interest to big pharma. Lot of ways you can win without some DC bureaucrat giving you a thumbs-up.
Silly Broker, I wasn't being sarcastic. I really meant that was a hell of a call (to get out, and short, GS).
Alnylam (ALNY) is to biotech as Microvision is to tech - both of these are truly rule-breakers and have made me a TON of money. I ahve owned ALNy since it was trading at ~$7. These two will make me a millionaire by the time I am 35. Good luck all!
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