4/5/2019 Contest update
Will Trump’s tax returns show he’s been cribbing biotech picks from Charity Contest portfolios? A troubling question.
Meanwhile, at Friday’s close, the Contest median was up 25.68% YTD (vs. 23.04% YTD a week ago), the Nasdaq Biotech Index (NBI) was up 18.75% YTD (vs. 15.40% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was up 30.29% YTD (vs. 25.71% YTD a week ago) and the Nasdaq Composite Index (NCI) was up 19.64% YTD (vs. up 16.49% YTD a week ago).
Despite a 23% Friday tumble by its SYRS holding, Contest leader BULBA’s portfolio, up 81.72% YTD, maintained its Rubenesque proportions. (Did you correctly guess I went to a Rubens exhibit today?) HOOD’s portfolio, up 68.09% YTD, and RKRW’s portfolio, up 61.80% YTD, held on to second and third place.
At Friday's close, all 39 Contest portfolios were now in the green, with 29 beating the NBI and 16 still beating the sizzling SPSIBI.
The 167 Contest stock picks have an average YTD gain of 33.60% and a median YTD gain of 25.00%.
Below is the Top Ten list. Also below are the Top 5 & Bottom 5 Stocks for the week ranked by % Gained and % Lost YTD. (Prices not converted to US$ in these Tables.)
Portfolio adjustments: The IMDZ buyout at $5.85 by Merck closed at 11:59 pm, on Monday, April 1.I previously posted my proposed choice of the Wednesday, April 3, closing prices for the IMDZ reallocation. Since no one objected or has proposed an alternative date, I stuck with April 3. Two portfolios held IMDZ, BULBA’s (mine) and OHMS.
(All corrections, especially adjustments for splits & mergers, greatly appreciated.)
Enjoy the first weekend of April biotechies!
Peace & good health,
Bulba
4/5/19
Rank Name Profit/Loss
1 BULBA 81,718
2 HOOD 68,091
3 RKRW 61,797
4 OHMS 59,040
5 SANCTU 53,335
6 ANDRE 47,918
7 TRONKA 44,768
8 JACKH 39,283
9 BLADE 38,882
10 BIOPLAY 34,624
Week's Top 5 Gainers
Symbol 3/29/19 4/5/19 Wk.%chg.
IOVA 9.510 12.640 32.91%
SGMO 9.540 12.580 31.87%
ABUS 3.580 4.400 22.91%
SELB 2.370 2.810 18.57%
ADAP 4.300 5.090 18.37%
Week's Worst 5 Losers
Symbol 3/29/19 4/5/19 Wk.%chg.
PSTI 0.970 0.580 -40.23%
ADXS 5.910 3.850 -34.86%
DMAC 4.540 3.670 -19.16%
SYRS 9.140 7.480 -18.16%
AKBA 8.190 7.130 -12.94%
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