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In our community we students of the market openly discuss our various market insights and thoughtful opinions in support of a wider understanding of price behavior. Join us and share your thoughts!
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skyler
skyler
January 18, 2021 11:33 am
kaimu
kaimu
January 18, 2021 11:31 am

Aloha! HAPPY MLK DAY ! ! The TSX and ASX are open. My top PPE mover ZEN(ZEN.V +3.3%) was up again this morning on news of expanded contracts and manufacturing. Go HERE to read. Gain 1100%+ and still holding as I believe the upside is more as more contracts and wider covid-19 product range expands based on proprietary formulas. Another graphene play with plenty of patents is GGG.V but their applications are more on commercial applications like HVAC for offices and airlines. Definitely behind ZEN on secured contracts but in the making! Gain 80%! BITCOIN I kind of take this… Read more »

KBILL108.JPG
baz22
baz22
Reply to  kaimu
January 18, 2021 5:58 pm

Kaimu…I did go back to Nvax Friday.. results should be this month..

JimG
JimG
January 18, 2021 8:03 am
baz22
baz22
January 17, 2021 1:10 pm

Thanks to everyone for interest in biotech.. new ideas are needed to continue growth…

Bob
Bob
Reply to  baz22
January 17, 2021 3:44 pm

Baz , thank you for showing the vision and potential of Biotech .

baz22
baz22
Reply to  Bob
January 17, 2021 10:44 pm

Thank you, Bob…. it’s a whole new world of possibilities….I hope we all can contribute to discovering them.

daddyo-dawg71
daddyo-dawg71
January 17, 2021 10:58 am

Posted this as a reply to baz22 earlier but I’ll also will throw it out to the rest of the community since I’m sure others may have researched this area of interest as well. Thoughts? “Yes, baz22, thanks for the crispr background. It will truly continue to change the world in ways we can’t imagine and hopefully all for the better! I also think EDIT, BEAM, CRSP and NTLA should be long-term core holds in anyone’s investment account. I was wondering in your gene editing search, have you researched (or have an opinion on) other companies that utilize different proprietary… Read more »

tobyt
tobyt
Reply to  daddyo-dawg71
January 17, 2021 2:34 pm
daddyo-dawg71
daddyo-dawg71
Reply to  Bill Cara
January 17, 2021 11:41 am

No, Bill, Thank you! – for your tireless dedication to this community and how it’s educated us all!

I”m humbled, and as they say at a popular chicken sandwich establishment-
“My pleasure!” 😎

Hopefully, these additions can yield us more fruit? We’ll see in time.

daddyo-dawg71
daddyo-dawg71
Reply to  daddyo-dawg71
January 17, 2021 11:09 am

Correction- LogicBio Therapeutics (LOGC) GeneRide platform link

https://www.logicbio.com/generide/

JimG
JimG
January 17, 2021 10:08 am

A better measure of inflation?

The Chapwood Index:

  • Reports the actual price increase of the 500 items on which most Americans spend their after-tax money. No gimmicks, no alterations, no seasonal adjustments; just real prices.
  • Shines a spotlight on the inaccuracy of the CPI, which is destroying the economic and emotional fiber of our country.
  • Shows how our dependence on the CPI is killing our middle class and why citizens increasingly are depending upon government entitlement programs to bail them out.

https://chapwoodindex.com/

Scott
Scott
Reply to  JimG
January 17, 2021 11:29 am

Conclusions related to Chapwood Index make sense and quite frankly feel correct, but here is a rebuttal:

http://www.bondeconomics.com/2021/01/the-implausibility-of-chapwood-index.html

Pierre
Pierre
January 16, 2021 3:58 pm

This is a dated video ~6 months ago that I just found now. https://www.youtube.com/watch?v=dy4hfJR55W4 CRSP First heard a while ago from bazz22 but did not invest in it (ouch missed it when it was in $30s). This is an interesting interview of Jennifer Doudna (Nobel prize winner for CRISPR gene editing work).by Cathy Wood.

baz22
baz22
Reply to  Pierre
January 16, 2021 6:35 pm

Crispr, Editas or Intellia, you will be investing in companies that have 75 % of the foundational crispr patents ( plant and animal ) in the world, and will continue to grow for a long, long time. I said here, many years ago, that these are your new Apple’s and Microsoft’s . The best thing is the benefit humanity will receive from their advances… Dont feel bad.. I held CRSP at $ 16 but got shook out by the endless BS articles about crispr technology.. That was year 1, but have been in, big time, since 2018…. I will hold… Read more »

Last edited 2 days ago by baz22
Dave111
Dave111
Reply to  baz22
January 17, 2021 10:38 am

CRSP looks like a blow off top, does it not? When it doubled long ago, I sold half, so I am calm about it. Was waivering, but it does feel like they very well could be like an apple or microsoft. Just hold forever.

baz22
baz22
Reply to  Dave111
January 17, 2021 10:46 am

Unfortunately, I think Vertex just might buy CRSP, as their two companies are so intertwined in research projects, and CRSP is years away from revenues and profits.. Vertex needs Crispr’s programs for expansion .. Maybe CRSP will be left alone to grow, and split, and grow, and split, etc.. So I would not sell, blowoff or not.. gotta remember, as written, CRSP, EDIT, NTLA control foundational patents for human crispr/gene editing, and will be receiving royalties long into the future on drug approvals from other companies that develop products covered under the Big Three’s patents.. * these are patents for… Read more »

Last edited 1 day ago by baz22
baz22
baz22
Reply to  baz22
January 16, 2021 7:00 pm

Europe is a different matter concerning the patents. The dispute was who filed first for use of crispr technology. Actually, Dr. Doudna and Dr. Charpentier perfected and patented crispr technology for plant use, and were also for human use, but had not completed the massive amount of paperwork.. during this same period, another lab in the US was doing the same work, but also figured out the Cas 9 application for humans and filed 3 weeks before Doudna and Charpentier… that lab was led by the eventual cofounder’s of Editas, Feng Zhang., and Dr. David Liu….**** wanna know a secret… Read more »

Last edited 2 days ago by baz22
baz22
baz22
Reply to  baz22
January 16, 2021 7:51 pm

There are more than 10,000 monogenic diseases that crispr technology can address…

daddyo-dawg71
daddyo-dawg71
Reply to  baz22
January 17, 2021 10:50 am

Yes, baz22, thanks for the crispr background. It will truly continue to change the world in ways we can’t imagine and hopefully all for the better! I also think EDIT, BEAM, CRSP and NTLA should be long-term core holds in anyone’s investment account. I was wondering in your gene editing search, have you researched (or have an opinion on) other companies that utilize different proprietary gene editing platforms? Most notably, Poseida Therapeutics (PSTX) – utilizes there Cas-CLOVER system https://poseida.com/wp-content/uploads/CRISPR-Congress-Poster-Cas-CLOVER-1.pdf Precision Biosciences (DTIL) – utilizes there ARCUS platform https://precisionbiosciences.com/our-approach/arcus-genome-editing/ LogicBio Therapeutics (LOGC) – utilizes there GeneRide platform https://precisionbiosciences.com/our-approach/arcus-genome-editing/ Homology Medicines (FIXX)… Read more »

baz22
baz22
Reply to  daddyo-dawg71
January 17, 2021 11:06 am

I believe they will all have a place.. DTIL is interesting ( ‘ leaf ‘ editing technology ), not only in humans . But in Agriculture work.. ( They are 2 hours up the road from me )…. All of these companies’ ongoing Eukaryotic T Cell work is here to stay.. * Editas has a fantastic, Pluripotent Stem Cell program ( see: FATE ) that’s barely talked about in the media.. All should grow.

Last edited 1 day ago by baz22
daddyo-dawg71
daddyo-dawg71
Reply to  baz22
January 17, 2021 11:25 am

Thanks for your perspective!
Yes, being a native and current NC resident myself, I couldn’t help but be curious of DTIL and it’s prospects. Always love to see growth opportunities from the Raleigh-Durham Chapel Hill/RTP area. I grew up only 30-45 min away from there well before the explosive growth.

Pierre
Pierre
Reply to  baz22
January 17, 2021 12:02 am

Great information baz22. Thank you for educating our community! Kudos to Bill for providing this great platform.

rayg
rayg
January 16, 2021 10:51 am

The GME shorts started capitulating this week as the stock made a rocket move to close the week at $35.50 after hitting a high of $43. I bought this one after Ryan Cohen and Michael Burry bought shares <$5 back in August. I bought again around $9, and subsequently Cohen increased his position to around 13% of the company. The stock was heavily shorted prior to this week’s news that Cohen and two other former CHWY execs were added to the GME board. I have yet to sell any of my position, but will see what next week brings. A… Read more »

JimG
JimG
January 16, 2021 10:41 am

The Osprey REX Bitcoin Trust (OBTC) is set to start trading over-the-counter sometime next week

https://www.thestreet.com/etffocus/market-intelligence/osprey-bitcoin-trust-gbtc

Fidelity has created an “Offline, vaulted deep-cold storage” for digital assets

https://www.fidelitydigitalassets.com/overview

On July 22, 2020, the OCC published an interpretive letter authorizing national banks and federal savings associations regulated by the agency to custody digital assets (also referred to by the OCC as cryptocurrencies, digital currencies, or virtual currencies) on behalf of their clients”

https://www.fidelitydigitalassets.com/articles/occ-authorizes-cryptocurrency-custody

rayg
rayg
Reply to  JimG
January 16, 2021 11:05 am

thank you, Jim. This is another sector I am watching.

Pierre
Pierre
January 15, 2021 9:53 pm
Dave111
Dave111
Reply to  Bill Cara
January 17, 2021 10:39 am

Super helpful to me.

Pierre
Pierre
Reply to  Bill Cara
January 15, 2021 8:55 pm

Bill, Tradingview.com another good source.

skyler
skyler
Reply to  Bill Cara
January 15, 2021 7:39 pm

I also use stockcharts + finviz, free versions. my trades last days mostly, so no need to subscribe. i luv stock-charts industry coverage + many of their great features so we’ll see. i can almost see you “two screen, two system set-up” there 😉. have a great week-end Bill.

tobyt
tobyt
January 15, 2021 12:35 pm

Just rolled my NEM 63 calls out a few weeks for a couple of $$$….had this stock/option position for over a half year….stock always seems to home back in this area from above or below…..actively positioning myself in baz’s reco HYLN….weekly options and really high premiums….currently own the stock and selling weeklies calls and puts against it….

baz22
baz22
Reply to  tobyt
January 16, 2021 1:44 pm

$ 51 b … $ 25 b… $ 8 b.. market cap, mrna, bntx, nvax.

skyler
skyler
January 15, 2021 10:55 am

own energy transfer ‘et’ with nice gains, “natural gas transportation pipelines and three natural gas storage.” was turning down yesterday. down another +2% today. still holding pays a 8% divi so i guess i’ll add?
https://finviz.com/quote.ashx?t=ET&ty=c&ta=1&p=d

skyler
skyler
January 15, 2021 10:00 am

marijauana stocks advancing, Bill’s clever leading. sold ‘hexo’ yesterday
on the bounce. 🤔 https://finviz.com/quote.ashx?t=CLVR&ty=c&ta=1&p=d

skyler
skyler
January 15, 2021 9:55 am

gm. inovio(small position) +5% don’t see any news though.
https://finviz.com/quote.ashx?t=INO

baz22
baz22
January 15, 2021 9:10 am

Norway.. 23 elderly people ( over 80 ) died shortly after receiving their vaccine shot.. Thirteen have had autopsies and side effects have been shown as contributing factors.

Last edited 3 days ago by baz22
Robucks
Robucks
January 15, 2021 8:33 am

TORONTO, Jan. 14, 2021 (GLOBE NEWSWIRE) — Wesdome Gold Mines Ltd. (TSX: WDO) (“Wesdome” or the “Company”) today announces fourth quarter (“Q4”) and full year 2020 production results and 2021 guidance. All figures are in Canadian dollars unless otherwise stated. Production from the Eagle River Complex in Q4 2020 totaled 20,006 ounces of gold, putting full year 2020 production at 90,278 ounces, meeting the low end of our unadjusted 2020 production guidance. 2020 Highlights: Eagle River gold production of 196,441 tonnes at a head grade of 14.2 grams per tonne and a recovery rate of 97.7% producing 87,560 ounces, 1%… Read more »

skyler
skyler
January 14, 2021 9:58 pm
Robucks
Robucks
January 14, 2021 2:11 pm

Twist Bioscience Corporation (Nasdaq: TWST), a company enabling customers to succeed through its offering of high-quality synthetic DNA using its silicon platform, today announced that it has started shipping its new synthetic RNA reference controls, which includes the new variant strain of SARS-CoV-2 identified in the United Kingdom. With this new strain (B1.1.7 lineage, variant under investigation VUI-202012/01), which contains multiple mutations in the spike protein and other areas of the viral genome, some of the RT-PCR probes used widely in COVID-19 testing no longer detect the S gene that codes for the spike protein. This can lead to false… Read more »

baz22
baz22
Reply to  Robucks
January 15, 2021 6:52 am

BNGO is doing amazing work on ‘ long read ‘ DNA base pairs. with their optical genome mapping system ( OGM ) called ‘ Ssphyr ‘ … Results are superior to even giant ILUM.. With Dystrophin being the largest gene in the human body, perhaps Sarepta, Editas, Crispr, and others doing DMD and Muscular Dystrophy work will give BNGO a call…. When I mailed Bill last year to let him know I was buying PSNL at $ 12.00, PSNL had just signed a contract with Sarepta ….. just saying… BNGO, TWST, NVTA, PSNL .. 👍

Last edited 3 days ago by baz22
baz22
baz22
Reply to  baz22
January 15, 2021 8:51 am

‘ Saphyr ‘

tobyt
tobyt
Reply to  Robucks
January 14, 2021 6:16 pm

Hi Baz….I have been sitting on two of your mentions for awhile now…alphabetically they are next to each other in my portfolio….as of today BNGO is up 426% and BOXL up 46%……………..my grandaughters small covered call account is now up 41% in the 2 months 4 days it has been open Newest trade was buying a little of the XNET you mentioned and selling the $5 calls against it…thanks as usual