No , the Conference call yesterday explaining the AIDS PDUFA date letter from the FDA had only minor things that could be provided real soon and it had nothing to do with the trials or efficacy . Secondly, he gave firm dates on the results for the Covid trials. It went down early yesterday because the headline was Cytodyn gets refusal to file letter from FDA without explaining it was only a minor hiccup and delay that the CEO explaining after hours yesterday at 4pm. However, the present run up from where it was in January , which was .50 cents , is entirely CoVid related. The 7 straight positive days leading up to the short attack on June 30th was in anticipation of the trials being done sooner than now. The fluctuation between July 1 and today is the short attack and not having the results sooner. The answer is right around the corner. If you weren’t in on CyDy , yesterday ‘s $2.86 stock price after the drop, would have been a good time to buy , because you are unlikely to see that price that low again.
OT: Stock and Investment Talk
- Thread starter RU-05
- Start date
Change the title of the thread to "Stocks & Investments Talk". I have been scanning different types of funds/indexes. Looked into high yield corporate bonds, but regular intermediate bonds are rocking it, including BIV. We normally have 10-15% or so of our account in stable value or bonds.
I think the Russell will do better in the bullish runs during the recovery while the S&P will do better in all other times, and in the overall.
At least that seems to be the trend in the recovery thus far.
Done.
Define rocking it. How have they performed over the last 30 days? 90 days?
Edit: Just checked out the BIV. Up maybe 3% in the past months. It's aight, But I think I like Gold and Silver as my hedge right now. I got in and out of the TLT for this reason.
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Rocking it means better than other bond options. BIV is up 9% YTD, which is pretty good:
https://www.morningstar.com/etfs/arcx/biv/quote
Also, ultra low ER at 0.05%.
I need this vaccine to slow down a little bit. A fund I invested in has a company that is being fast tracked at the FDA. It's a box that detects Covid in the air. 100% accuracy rate. Yuggge tech.
And the name of this company?
Vaccine's even if they are approved and being produced by the end of the year will take another year to fully scale up. Or at least that seems to be the prevailing thought.
Getting in at the bottom of the trough has made me highly impatient. With all the upward movement everywhere I have not yet come to appreciate slow and steady growth.
It's cost me on more then one occasion.
Stick with the plan, don't get lost in the timing race. The vast, vast majority of people lose this game. I make modest adjustments from time to time, but patience is critical. I'm a little more active with our brokerage account, but that is still very simple:
BIV, VONE, VIG, and IWF
We focus on the Russell 1000 for this account, since out 401k accounts are mostly S&P based. Been almost fully out of international equities for about 3 years, which was a very good decision.
Given I jumped in at the recent bottom I can't ignore the importance of timing, even as a newb investor I've done really well in 3 months time.
I am learning to be a bit less impetuous though. Def been burned a couple times.
FYI - Goldman rocking it:
Goldman Sachs shares jump as earnings blow past the Street on the best trading results in years
https://www.cnbc.com/2020/07/15/goldman-sachs-gs-earnings-q2-2020.html
Goldman Sachs shares jump as earnings blow past the Street on the best trading results in years
https://www.cnbc.com/2020/07/15/goldman-sachs-gs-earnings-q2-2020.html
Don't like to even touch on politics here but remember Bezos does seem to lean left. Wapo and all.
Agreed. He's fighting with Trump not Biden. Amazon will be fine.
I’m not sure I want to say. Yet. I’ll feel more comfortable after the FDA ruling. Though you might hear it first from President Trump. Assuming it passes FDA standards, I’m told he will have it at a press conference. Fingers crossed!
This is what will happen:
I wouldn't be that definitive. Look at what happened to the Baby Bells when they broke up AT&T.
There are about 5 people I’d tell confidentially on is board. I’ll tell you after it gets approved. It’s obviously not a public company. I’m not sure it would do you any good to know at this point.
Great company. Amazing what they’ve been able to do in such a short time.
In and out on cruise and airlines or are you hanging in?
I sat this one out, wasn't in the mode to chase on a trade. Figure they will settle lower still in the fall for an investment buy.
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Down about 20% from it's Tuesday's close. Don't see any news besides a par for the course lawsuit. So I bought a tiny bit at $6.13.
Edit: Up 11ish % early.
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Saw TCDA, a pharma with a Kidney disease drug, was down 35% on news of some sort of FDA deficiency issue.
Details at this point are vague but like the CYDY news from early in the week I'm wondering if it's not more of a paper work type issue.
Bought some.
Details at this point are vague but like the CYDY news from early in the week I'm wondering if it's not more of a paper work type issue.
Bought some.
All of this investment talk is meaningless if Joe wins. All of the ants of the world will be forced to pay out to the grasshoppers of the world.
And Weed stocks? Though states may open that up prior to anything at the federal level(I already have a foot in).
I'm guessing certain health care stocks will do well also.
Someone noted Smith and Wesson, which has already been on fire since the riots, could they jump a bit more?
The idea of just running for the hills if Biden wins? If that's what you want to do I guess.
Bought at 15.97. Looking for reversal and quick buck.
RUN is on a big “run”
Draft Kings on fire.
I'm in on Draft Kings. Even with this run I'm still down a bit. Supposedly some options trading indicates this will go higher.
You got in at a better price on TDCA then I did, down a little under 5% at the moment, but I'm in no rush. This was at $25 yesterday and $35 pre-covid. IF the news yesterday was just procedural I think there is short term and long term $ to me made here.
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Some fund manager was on CNBC. Sold his Apple(which he has held since 2009) because he no longer saw it as a good value(not a bad value, just not a good one).
Moved money to RGA which was at $150 pre covid and currently at $83. Has been on a run over the past week, was under $70 on Monday. Up over 6% today. 8x P/E. 3% dividend. I shouldn't even wait, but I'm looking for a dip.
He also liked T-Mobile.
Moved money to RGA which was at $150 pre covid and currently at $83. Has been on a run over the past week, was under $70 on Monday. Up over 6% today. 8x P/E. 3% dividend. I shouldn't even wait, but I'm looking for a dip.
He also liked T-Mobile.
If the AT&T breakup back in the 80s is any indicator, shareholders will eventually do fine. I personally think that some of these big companies may be worth more apart - Google, Amazon, Microsoft. Not sure about Facebook and Apple.
https://www.spokesman.com/stories/1996/may/25/att-rewards-steady-investors-shares-held-since/
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I trimmed 600 shares holding only 100 of SRNE at 8 and looking for a reentry before earnings in august. Earnings call should be positive. Going to add 400 early august.
I bought rcl nclh luv and ual. Yesterday pulled back today, but keeping these now long.
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