Replies to post #154508 on Biotech Values

[researcher59]

DewDiligence: that's a nice list of long term stock picks spanning several sectors ....

Do you have a list of top Biotech picks for 2013 ? Are there any names that you feel are especially promising or undervalued ? Do you think the sector will perform well in the coming year ?

My only holding right now is SRPT and I've been strictly hedging it with options to capture the high premiums .... rolling over naked puts (shorting the near the money puts) each month. It's been a fairly protitable strategy so far, despite some weakness in the stock.

[DewDiligence]

If you have 15 minutes, listen to the new-ABT presentation from the JPM conference; it’s a succinct statement on how the company will exploit The Global Demographic Tailwind:

http://jpmorgan.metameetings.com/webcasts/healthcare13/webcast_of.php?p=10843

[DewDiligence]

[OT]—The rationale for owning PCL indefinitely:

#msg-83600271

p.s. Today’s housing-start data is bullish (#msg-83599713).

[DewDiligence]

[O/T HES]—Elliott Associates’ 48-page presentation for proxy fight at HES annual meeting:

http://www.sec.gov/Archives/edgar/data/4447/000110465913005512/a13-3887_2ex1.pdf

This is why HES is up almost 20% in the past two days.

[DewDiligence]

[OT]—HNZ acquired by Berkshire Hathaway and private-equity firm for $28B in cash:

#msg-84610907

[DewDiligence]

My Top Picks for Long-Term Buy & Hold (updated)

Since the previous version of this list six months ago, I dropped three names
(ABBV, AGN, PKI), added two names (XOMA, ZTS), and had one name
(HNZ) acquired by a Buffett consortium (#msg-84610907). Two of the names
on my list—CLF and VALE—have been especially bad performers during the
current bull market, but I’m sticking with them on the thesis that the market’s
bearishness toward commodity plays (and iron ore in particular) is overdone.

Below are sample posts for each name. (Some are old but still a good read.)

 
 Biotech/healthcare 
 ABT      #msg-87053716  #msg-87053892  #msg-50473238 
 MNTA     #msg-88007100  #msg-87862037  #msg-70212854 
 PFE      #msg-82548993  #msg-81127453  #msg-78031598 
 XOMA     #msg-89001644  #msg-83090054  #msg-85514239 
    
 Natural resources 
 CLF      #msg-87260717  #msg-86532061  #msg-88988001 
 HES      #msg-87217984  #msg-85271829  #msg-88002724 
 PCL      #msg-83600271  #msg-83602427  #msg-47898395 
 RDS-A/B  #msg-84459871  #msg-86046040  #msg-84124821 
 VALE     #msg-88894147  #msg-77035338  #msg-61404125 
      
 Agriculture and food  
 DE       #msg-60344244  #msg-60344244  #msg-61382266 
 MDLZ     #msg-87046646  #msg-84989239  #msg-80352710 
 MON      #msg-86130866  #msg-86643559  #msg-87688478 
 ZTS      #msg-84129296  #msg-84068724  #msg-84067676 
  
 Technology 
 IBM      #msg-87460673  #msg-87045399  #msg-67607838 
 MMM      #msg-84409832  #msg-81071714  #msg-60356285 

Feedback welcome.