$ISRG - The company seems to be in midst of transition to financing, leasing, trade-ins. Makes it hard to model. Wait and watch while other medical device manufacturers report their results
$LXRX ($10.43).. Speculative buy. Target in 4Q. Buy around $9. High probability that Sotagliflozin will be approved by FDA for Type 1. Better safety profile than Metformin for Type 2. I see a min of 50% upside in 2019
There were commission free brokerage accounts once. Freetrade, Zecco. Robinhood now. How does JPM change the narrative. I don't see a reason for today's sell off of $AMTD and other brokerage
$ALNY - FDA approves first in class RNAi drug Onpattro. Falls 7%. Knee jerk reaction to patent infringement claims. This approval paves the way for label expansion and other drugs in the same class. Upgrading my thesis to BUY from spec BUY
$ALNY - $100.23- With a strong pipeline and data starting to come in 2H of 2018 and all the way thru 2019, it's going to be a spec buy at current price
$NTNX - Recent ernings calls from other CEOs shows strong demand for IT/Cloud infra. NTNX is the best out there. Down 16% this past week provides entry opp for LT investors. Current price - $48.75
$DATA - Sell it at current price of 97.75. Up 32% in 7 months and take profit. Still a great product but macro env like this doesn't reward companies loosing money. Also I see increased competition and reduced moat. Look at what's happening to Cloudera
$DATA nice run to $85 (15%) in 2 weeks. Great quarter. Good growth in subscription rev. Let the analysts rush in to upgrade the ratings and then take some profit off of the table
$TPIV - Currently at 9.11. Almost 90% plus. With data Phase 1b/2a results coming in for TPIV110 and intereim data for TPIV200 in Q3, it's still a great speculative buy. Data most likely will be impressive https://t.co/DENLAT3Q2o
$TPIV - Eastern Cap ready to buy common stock @ $2.40 (current price 4.89) to fund the merger with Marker. Considering it's huge run in the past few weeks, this stock will probably reach $3.50 pretty soon and then it's buy
$HPQ - Good results, increased guidance. But increasing raw material costs, increasing DRAM costs, possible tarrifs and huge debt may not bode well in these mkt conditions. Will be stuck between $20-$23
$TPIV - Eastern Cap ready to buy common stock @ $2.40 (current price 4.89) to fund the merger with Marker. Considering it's huge run in the past few weeks, this stock will probably reach $3.50 pretty soon and then it's buy
@Elonmusk All these years you basked in glory as media called you pioneer. But once they start asking questions about profitability, they have become villains. Shame on you
$WM: (USD 81.48) Though a well managed company, growth across all LoBs near term seems elusive. Raising fuel prices, potential trade war with China, raising interest rates doesn't bode well for WM in 2018