Collective Intelligence

[SpeculativeHoldings]

Thanks very much Gem. I'd gladly buy a round... I'm currently on vacation in AZ enjoying the heat! ACtually just had a mojito.

I haven't had much time to check up on iHub, however, it's nice to be holding ARNA which doesn't require much babysitting.

I'll be putting my med mind to a few other strategies soon... The VVUS crash was ARNA's catalyst... Remember that VVUS, ARNA, and OREX are all competing for obesity drug marketshare. This is a very untapped market. We've got a few months before any big FDA decision for ARNA, and i'll let it run, while playing that date accordingly.

OREX will be the next one to watch in late fall of this year. They face FDA panels early 2011, and it will be still be good for at least a 25% ride even if ARNA gets a thumbs up. IF thumbs down this fall, expect OREX to take off.

Question to all == What's making you money these days? What are we holding that's expected to take off? I think we should seriously consider swing trades in the future rather than simple momentum or lotto stocks. YRCW is one that has made some people very happy including our very own phrantic I'm sure.