Due to the recent OPEC news, I expect further downside in oil and gas stocks temporarily. Given that I am becoming more bearish, I am looking to add some dry powder to my portfolio. Despite Total S.A. showing up as the strongest long-term oil major play outside of U.S. due […]
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As I mentioned a few days back, I am taking my profit now on Intel – INTC. We originally bought Intel for $25.52 on “Bucket Monday” Monday, August 24th the day that opened down over 1000 points on the Dow. Given the extreme nature of that event, we bought 10 […]
We bought Google/Alphabet on “Bucket Monday” at $578/share when we bought ten stocks on the 1000 point down day. While I still love the company, I don’t love it as much as the stock market has the past two days. The company announced what amounted to a 1% buyback of […]
Exact Sciences seems to be behaving better. While I still expect volatility, with the possible exception of a slow adoption number, there is almost no negative surprises left to hurt us. I want to lever up a bit more on this company given what I know to be true about […]
It is clear to me in reading USPSTF documents on understanding their ratings that Exact Science’s Cologuard has attained an “A” rating for colon cancer screening. The details are still to be hashed out about what are “certain clinical situations.” As we know, the test is designed for the average […]
I am adding to Exact Sciences (EXAS) positions. I am recommending addition at the open today. I am listening to the conference call regarding USPSTF rating as I type. Exact is included in the USPSTF draft ratings in a new category as an “alternative” screening tool to the previously recommended […]