3/6/2020 Contest update (Contest YTD is calculated from 1/3/2020 close.) As global COVID-19 cases relentlessly climbed to above 100,000, investors watched stocks ride a roller coaster. Optimists went bargain hunting while pessimists believed the worst is yet to come, with cases to balloon once full-scale testing begins in the U.S. As one of the pessimists, my wife and I canceled our long-planned trip to Spain so fans of my updates (assuming there are a handful) will be spared the agony of a few weeks of their absence. Meanwhile, at Friday’s close, the Contest median was down -3.33% YTD (vs. down -2.08% YTD a week ago), the Nasdaq Biotech Index (NBI) was down -.12% YTD (vs. down -3.50% YTD a week ago), the smaller-cap S&P Biotechnology Select Industry Index (SPSIBI) was down -3.37% YTD (vs. down –4.37% YTD a week ago), while the Nasdaq Composite Index (NCI), was down -4.93% YTD (vs. down -5.03% YTD a week ago). Contest leader JBOG’s portfolio continued to ride the TRIL rocket now having propelled it to a spectacular 113.64% YTD gain. TRIL holders as well are second place FILO’s portfolio, up 60.97% YTD and OLIVIER’s portfolio, up 40.01% YTD. At Friday's close, 18 of the 42 Contest portfolios were in the green, with 18 beating the NBI and 22 beating the SPSIBI. The 197 Contest stock picks have an average YTD gain of 5.31% but a median YTD loss of -7.84%. 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: None. (All corrections, especially adjustments for splits & mergers, greatly appreciated.) Enjoy a safe & relaxing first March weekend biotechies! Peace & good health, Bulba
3/6/20 Rank Name Profit/Loss 1 JBOG 113,642 2 FILO 60,974 3 OLIVIER 40,011 4 BULBA 38,330 5 MASTER 30,647 6 BIOCQR 27,400 7 ANDRE 25,485 8 DOUGH 24,046 9 BLADE 24,038 10 IPOL 22,162
Week's Top 5 Gainers Symbol 2/28/20 3/6/20 Wk.%chg. AGN.CN 0.095 0.150 57.89% KPTI 16.340 25.020 53.12% OMER 11.910 18.080 51.81% OCUL 4.705 6.910 46.87% TRIL 5.050 7.220 42.97% Week's Worst 5 Losers Symbol 2/28/20 3/6/20 Wk.%chg. CLXT 6.310 4.380 -30.59% NURO 2.420 1.950 -19.42% MGNX 8.770 7.420 -15.39% AIMT 23.810 20.610 -13.44% ENTX 3.140 2.750 -12.42% |