drunkguy stock picks

[drunkguy]

I'm bullish on Vertex (VRTX)


buying 100 shares at 25.25


Their lead drug candidate looks pretty promising. New data came out that seems fantastic at least on the surface.

It did have a run-up about a month ago, based on some positive results with this drug and their cystic fibrosis program, but it is still well off its all-time high of around 40. Still think it has a while to run. Plan to hold at least 2 years

Vertex Pharmaceuticals Incorporated (Vertex) is a biotechnology company in the business of discovering, developing and commercializing small molecule drugs for the treatment of serious diseases. Telaprevir, lead drug candidate, is an oral hepatitis C protease inhibitor and one of the advanced of a new class of antiviral treatments in clinical development that target hepatitis C virus (HCV), infection. Vertex’s other drug candidates are VX-770 and VX-809, two drug candidates targeting cystic fibrosis, or CF; VX-500 and VX-813, two second-generation HCV protease inhibitors; and VX-509, a janus kinase 3, or JAK3, inhibitor that targets immune-mediated inflammatory diseases, or IMID. The Company also includes several drug candidates that are being developed by its collaborators.

[Bostongambler]

Thanks DG, I'll keep an eye on it.

[drunkguy]

i just hope it does better than my baseball picks

[Bostongambler]

LOL...

[drunkguy]

good time to jump on Merck for the long-haul

down 35% last 6 months but decent pipeline looking forward, should rebound strongly


buying 100 shares at 37.66 in after hours


current portfolio

MRK 100 shares $3766
VRTX 100 shares $2525 - current value $2552, +1%

[Chip Wantsome]

Good pick MRK has been beat down big time..

But ill put my drug co. MYL against your MRK....

[drunkguy]

Originally Posted by Chip Wantsome

Good pick MRK has been beat down big time..

But ill put my drug co. MYL against your MRK....

Mylan is flat the last 10 years and down about 50% from its peak 5 years ago


not exactly the greatest of investments

[Chip Wantsome]

MYL is buying Merk.

It was kind of a tongue in cheek offer.

MYL is up 18% since mid March when I got some. Id call that a decent investment.

[southie]

Hi guys - new to this forum. You seem to like big pharma - don't forget about Glaxosmith Kline GSK. Nice juicy dividend of about 5% and it's ADAR price has been floating in the low 40's the last few months. Decent future pipeline, and has nice international exposure (relating to Buffet's currency comments above). Not a bad park for your money until things break.

[drunkguy]

Originally Posted by southie

Hi guys - new to this forum. You seem to like big pharma - don't forget about Glaxosmith Kline GSK. Nice juicy dividend of about 5% and it's ADAR price has been floating in the low 40's the last few months. Decent future pipeline, and has nice international exposure (relating to Buffet's currency comments above). Not a bad park for your money until things break.

I definitely like Big Pharma, I think the whole sector is pretty undervalued right now

Going to be a lot of shakeup in the next few years, but i see the future a little rosier than most I guess

[southie]

I agree. My problem is I don't have the time anymore to research these companies and their pipelines. I just try to stick with the big ones and their dividends, although I'm thinking of picking up some exposure to a biotech fund.

I also like a restaurant called Buffalo Wild WIngs (BWLD). It popped about a month ago to around 35 but it's got a lot of room to grow. A far cry from big pharma, though!

[drunkguy]

heard of Buffalo Wild wings but never had them


and I've been dying for some good wings lately

[southie]

LOL - check BWLD out and look to buy on a dip.

[drunkguy]

Adding SINA, Chinese internet media company

has outperformed expectations, in a good growth market, and now is a good time to buy ahead of the Beijing olympics. Jumped on earnings last week, but down over 10% since, so i will use this as an excuse to buy

100 shares of SINA @ 50.20

current portfolio

MRK, 100 shares, $3766 - current value $3874, +2.9%
VRTX, 100 shares, $2525 - current value $2638, +4.5%
SINA, 100 shares, $5020

overall return since 4/24: +3.5%
S&P 500 (1388.82 on 4/24): -0.9%

[Bostongambler]

Good job DG

[drunkguy]

Originally Posted by Bostongambler

Good job DG

thanks, but it doesn't quite balance out my baseball performance this season

[drunkguy]

Meanwhile, Merck (MRK 39.35, +0.69) is leading the healthcare sector (+1.6%) on news that Vioxx verdicts against Merck were overturned.

[Chip Wantsome]

MRK was up 92 cents in May, MYL was up 18 cents. Of course on the dollar its , 92-54

You have won this month!! Congrats on the whopping victory!!

[southie]

To anyone who cares:
The following is from Motley Fool Hidden gems june issue (for small cap investors)

Recs: Under Armor(NYSE:UA) buy around $39.00
Sotheby's (NYSE:BID) buy around $27.50

Watch List: Flotek(FTK), Fossil(FOSL) and Dynamic Materials(BOOM)
Tiny Gems: Obagi Medical(OMPI), Barrett(BBSI)

There's a writeup for each. Will be more than happy to summarize for anyone who requests.