10/28/16 Contest update Checking the performance of Contest portfolios for the week all I can think of to say is oy vey. At Friday’s close, the Contest median was down -29.61% YTD (vs. down -24.67% YTD a week ago), the Nasdaq Biotech Index (NBI) was down -23.00% YTD (vs. down -20.89% YTD a week ago), while the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was down -19.21% YTD (vs. down -14.99% YTD a week ago). The Nasdaq Composite Index (NCI) was up 3.65% YTD (vs. up 4.99% YTD a week ago). DNAJOE’s portfolio, up 18.84% YTD, was not immune to the biotech thrashing but remained in the Contest lead. STEVEL’s portfolio, up 3.60% YTD, also lost ground but managed to move up to second place and GHMM’s portfolio, up 1.87% YTD, slipped into third place. At Friday’s close, there were still only 5 of the 58 Contest portfolios in the green, with 19 portfolios beating the NBI and 16 beating the SPSIBI. The 223 Contest stock picks had an average YTD loss of -21.27% and a median YTD loss of -30.29%, with a mere 46 of the 223 Contest portfolio stocks up for the year. Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks for the week, ranked by % Gained and % Lost. (Prices not converted to US$ in these Tables.) Portfolio adjustments: VTAE buyout by Allergan for $21. I used 10/28/16 closing prices for reallocation. VTAE only held in RKRW portfolio. (All corrections, especially adjustments for splits, greatly appreciated.) Have a relaxing weekend biotechies! Peace & good health, Bulba
10/28/16 Rank Name Profit/Loss 1 DNAJOE 18,840 2 STEVEL 3,600 3 GHMM 1,872 4 JBOG 1,754 5 USUBAN 1,344 6 THEOX -1,717 7 MASTER -8,819 8 BAGEL -13,911 9 BIOPLAY -14,541 10 GENE -15,214
Week's Top 5 Gainers Symbol 10/21/16 10/28/16 Wk.%chg. CLVLY 5.30 6.70 26.53% SPL.AX 0.65 0.73 12.31% TPIV 4.55 5.10 12.09% GBIM 1.17 1.30 11.11% ONCS 1.78 1.92 7.87% Week's Worst 5 Losers Symbol 10/21/16 10/28/16 Wk.%chg. SNMX 2.82 1.08 -61.70% APTO 1.89 1.08 -42.86% TNXP 0.67 0.45 -33.58% SSH 0.360 0.250 -30.56% AGEN 5.75 4.09 -28.87% |