Blog Boy's Stock and Investment Blog

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Saturday, May 31, 2003

Final results for May 2003

My listed portfolio gained a whopping 7.6% for the month of May and all positions were sold on Friday the 30th. This was compared to a 4.9% gain in the S&P500 over the same period. I will post my next set of equity purchases early next week. Sign in to see full entry.

Wednesday, May 28, 2003

Portfolio Update Looks Good!

The performance of the 5 stock "basket" I reported buying on May 1st is impressive. Today, the portfolio is up 6.67% for the month of May. A new basket will be posted the first week of June! Sign in to see full entry.

Monday, May 5, 2003

An opportunity in AEDs...

I had written in an earlier post about AEDs and promised to revisit these things not as life-saving devices, which they are, but as an equity investment opportunity I'm looking at. First, an explanation is in order of what these devices do and their potential for the future. Automated external... Sign in to see full entry.

Friday, May 2, 2003

Blog Boy buys stock this week...

After much thought, research, and coin flipping, I've made some stock buys that look like winners. The stocks I've purchased are going to be treated as a "basket" of stocks or much like a mini mutual fund. If you're going to track results, keep these five together in your figures. These equities... Sign in to see full entry.

Wednesday, April 30, 2003

Network Appliance cut to Sell from Hold at Lazard; target $9 (NTAP)

Firm believes that EMC-Microsoft agreement is cause for concern. While near-term impact will be minimal to NetApp, thinks the competitive threat is significant beginning in Q3; believes that both EMC and DELL will be behind the windows product. Firm believes that EMC's adoption of a Windows-powered... Sign in to see full entry.

AVI BioPharma scientist might have SARS cure in antisense drug -WSJ (AVII)

From Briefing.com--A Wall Street Journal article covering the SARS story highlights the chief scientist for AVI BioPharma. The article suggests he might already have a created a drug which could "stop SARS in its tracks." The article highlights his development of "antisense" drugs, which have yet to... Sign in to see full entry.

Upcoming stock buys...

Somewhere in the first week to two weeks of May, Blog Boy will report multiple stock buys. The radar is on.... Research and opinions will continue as usual! Sign in to see full entry.

Monday, April 28, 2003

Automated External Defibrillators (AEDs)....

...is there an opportunity here? Right now, Blog Boy is looking at ZOLL and DFIB. Searching for guidance. Will write more about these devices later in the week. Blog Boy holds no positions in either of these companies. Sign in to see full entry.

How does someone like....

...Suze Orman gain relevancy in the world of investing? Sign in to see full entry.

Looking at CMX (NYSE)

Caremark RX is a pharmacy benefit management firm that's been rangebound since about August of last year. My guess is that a longer term breakout seems possible because of its present P/E of only 5.49 and recent analyst coverage starting CMX at a "buy." The "aging population" demographic also makes... Sign in to see full entry.

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