September, 2010 Archive

Michael Arold Bullish on AVB

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Author: Michael Arold Disclaimer: Michael Arold owns AVB in his Covestor Technical Swing model. September 16, 2010:  Avalonbay Coummunities (NYSE: AVB) is a residential REIT, focused on rental apartment communities. I believe that AVB is currently in a sweet spot of the market: – More

BioTechs Finally Perking Up (CEPH, RIGL, SVNT)

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Limiting portfolio sizes to 20-30 stocks allows for diversification without getting to levels of diworstification. Hence, I have always had a few ‘risky’ biotech stocks. Based on the results of Savient Pharma (SVNT) the rewards have clearly outweighed the risks. Additionally, Rigel Pharma (RIGL) and Cephalon (CEPH) have seen bullish trading of late. Not being predisposed to investing in this sector, I just found the valuations too compelling.