Full-time Investor
Bret Jensen was chief investment strategist from 2008-2011 for Simplified Asset Management (S.A.M.), a small long/short hedge fund based in Miami. The fund was in top 5% of long/short hedge funds for total return in its first full year (2009) as ranked by Hedgeco fund database (more than 450 funds ...more

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2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
9 years ago

Sold AVNR at buyout price of $17. Still hold the rocket know as ZIOP but have sold some $10 calls against part of position given lucrative premium and huge run. Still hold SGYP

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
9 years ago

I believe you posted this question and I answered on seekingalpha, correct me if I am wrong. Thanks for following and Happy Hunting.

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
9 years ago

Depends on your risk tolerance, certainly not a bad way to go. I usually have 50% to 75% of biotech/biopharma in three or four large caps with visible earnings growth. The rest is in 12 to 15 much more speculative small caps looking for the home runs (AVNR, NVAX, LCI,TTPH, ZLTQ) that I have nailed over the past couple of years....which balances out the frequent strike outs that are a part of investing in this volatile space. Happy Hunting.

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
9 years ago

Thanks. It is an interesting stock that is starting to get some notice.

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
3 Cult Stocks To Avoid In 2015
9 years ago

Thanks. GILD one of the cheapest large cap growth plays in the market right now....

In this article: TSLA, AMZN, GPRO
2 Triple Digit Winners For Under $2
9 years ago

Have it on my "to do" list. Getting device in channels for reimbursement is going to be company's main task over next year.

In this article: NAVB, ETRM, ZLTQ, LCI, AGEN, HALO
Conatus Pharmaceutical: Act II In Fighting Liver Disease
9 years ago

Always good to spread your bets across this very volatile sector. That is why I place many more tiny bets across myriad names in small cap biotech plays. I have dubbed this "ShotGun Investing" in many pieces on SeekingAlpha and Real Money Pro. Also why my monthly newsletter Small Cap Gems (smallcapgems.com) has several names including have been very fortunate to have AVNR as one of inaugural picks in July. Great run before being bought out this month. Have looked at LJPC before but will take another look. Thanks for the comment. Happy Hunting.

Bret

In this article: JNJ, PFE, ACHN, GILD, CNAT
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