I also like KOSN in spite of its overhang problem. GLFD is also interesting, though their use of some recent convert proceeds to buy out shorters has me scratching my head. Other things on my summer shopping list are AMEV, MIL (play on all these approvals and manufacturing scaleups, though MIL's had a good run of late, still looks reasonable, though not a 10 bagger), HBIO, NBSC, CRGN, SQNM, and RIGL. Maybe CATG?
I haven't bought anything recently, either, and will likely hold off of doing so for another month or two. I think your idea of taking some off of the table in CELG and SEPR is a good one, reinvesting the proceeds during the summer doldrums.
Cheers, Tuck |
