US Healthcare Stocks Watchlist - updated Nov 2014

US markets are trending positively, check Nasdaq chart below:

Similarly the Nasdaq Biotech index is also positive, check its chart below:

 

I am in strong BUY mode.

Below is my short-list of stocks also showing strong positive price movements:

IG RDNT MACK CBPO TGTX AGN EW MNK

AGIO SCLN AVNR TTPH ANAC OVAS RGEN AKRX EXAS

NWBO UNIS RCPT ANIP MDXG ESPR


note - I trade the mentioned stocks in a game at Marketocracy.com. I trade with virtual money NOT real money.

2014 Fantasy NRL season is over (sportsbet.com.au)

Congrats to Shevket's Shevs Boys team which is this season's winner. This prize is a stressful $5,000 free bet.

Shevket is a very deserving winner he build a very balanced and strong town from the beginning of the season. He then managed his trades well enough to dominate the Leaderboard all season long while thousands of us tried to chase him down. Well done Shevket and good luck with that prize!

I finished ranked 19th overall so no major prizes for me but I won four of my League finals and had fun playing. I may play again next season if I have time.

ASX Sharemarket Game 2 2014 - update

After a month in this competition Becky from NSW is our clear leader with a huge portfolio return of 65.4%. Second is Jakem from Victoria with am impressive return of 41.4%. The All Ord Index has returned 5.6% over this same time-period.

I am ranked 28th with a return of 18.4%. I am pleased to have climbed onto the Leaderboard but am still a long way from the summit so I will be sticking with a most aggressive strategy to try and get to the summit. This competition has only 1 prize for the winner so finishing second or last all pay the same. Check my performance summary below:

I am currently fully invested in my favorite biotechnology sector. My two largest holdings are MSB.AX (Mesoblast) and SRX.AX (Sirtex).

Mesoblast is my best performer, since August this stock is up over 36%. The catalyst for their sharp price movement was their company announcement that they had entered into an agreement with The US National Institute of Health to run a 120-patient trial in end-stage heart failure using their adult stem cell therapy.
Not sure how much higher this stock will run in the short term, I will continue to hold it until it shows weakness. From a longer-term investment perspective I think this stock has tremendous potential. Below is their 12 month chart:

Sirtex has been trending strongly also, its August return was over 24%.
Sirtex's price has benefited from strong sales growth of their liver cancer treatments. They also have more liver cancer treatments being trialed in their pipeline. I like this company's short and long term prospects.

I wont disclose any more of my holdings for now, I am chasing the main prize!


Note - The mentioned stocks are traded in a stock market game simulator. Real money is not used.

Australian Healthcare Stocks Watchlist - updated

The Australian Healthcare sector is continuing on a positive trend. Check 1-year chart below:

 











The index performed particularly well this month gaining nearly 11% from its monthly low.  I still feel bullish about this sector and will be looking to enter into more positions.

Below is my updated watchlist:

FPH.AX, GXL.AX, AZV.AX, RHC.AX, OBJ.AX, SIP.AX

SRX.AX, BIT.AX, COH.AX,

MSB.AX, CUV.AX, BNO.AX, UNS.AX, PGC.AX, ACR.AX
LCT.AX, BLT.AX, AVH.AX, NEU.AX

Note - Of the mentioned stocks I am already long on FPH, GXL, BLT, AVH, & NEU. I do not enter in short positions.

NRL Sportsbet Fantasy Competition - Round21

5 rounds left in the Sportbet's Fantasy NRL competition.
I am an outside chance of winning this game, my current rank is 38th and I only have 1 trade up my sleeve.

Most people on the Leaderboard suffered heavily from last round's injury toll. Fantasy guns such as Fensom, A Taylor, Cartwright, Graham all got injured and are out for the season.
Fortunately my team has some depth so I've just needed to replace Fensom. Hopefully my competitors are in much worse shape.

Below I've list a few value players worth trading into your team should you have trades left:

T Symonds (MNL) $218k
I Yeo (PTH) $204k
C Sironen (WST) $220k
D Halatau (WST) $154k
J Buhrer (MNL) $329k

A Fifita (CRO) $363k
A Woods (WST) $372k
R Farah (WST) $398k
P Gallen (CRO) $444k
T Merrin (STG) $346k

2014 ASX Stockmarket Game2 - my tips

The Game2 contest begins this week, Thursday the 7th of August. And it runs for a little over 3 months, till 19th of November. Here is the link to the game:

http://www.asx.com.au/education/sharemarket-games.htm


I will be constructing my fund with momentum stocks as the ASX Index is trending positively as is the US's Nasdaq, check charts below:

 
Momentum stocks usually do well under these market conditions. I have listed below my latest stock shortlist:

GXL.AX GEM.AX APN.AX VOC.AX IPP.AX MQA.AX CFR.AX

SIP.AX SRX.AX IGO.AX SKI.AX AWC.AX
OGC.AX SAR.AX SIR.AX SYR.AX WSA.AX NST.AX

ACR.AX ROC.AX KAR.AX SEA.AX EGP.AX EWC.AX TTS.AX

some bottom feeders next:
aax asl brl cda kcn pdn rfe
ari mrm pbt sbm wdr

This time we can choose stocks from the entire ASX300 list. We have a couple of days left to finalize our picks.


Remember there is only 1 prize, the winner takes all, a cool AU$8,000. So I will be minimizing my diversification to give myself a chance at achieving a really high return. 
Beware this type of strategy can also give you a really low return.

Good luck!
& hope to see you on the Leader-board

My Marketocracy Stock Watchlist - July 2014

Energy
ETE LNG FANG CPE ENSV ypf eqm crzo mtdr gst amtx
XEC NBR ATHL EMES REX WLB WRES nfx pes axas peix mpet
enph


Healthcare (>10B MCap)
HCA azn act alxn ilmn myl snn
SHPG teva wlp hum




Healthcare (all)
SLXP PCRX SEM GWPH ANIK ig
SHPG QCOR ITMN AKRX RGEN FLML CCM ENZ ilmn bdsi
fold onty


Discretionary
MAR RCL H har spb xrs
DRII twx ea
gluu

Materials
AA CENX ZINC
WLK SLCA SWC GPRE HCLP NNBR cstm ls
CXDC SSLT
aks

Technology
MU AVGO NXPI VIPS SUNE BITA CODE SIMO vnet smci
SWKS TQNT TSEM PXLW arrs stv



note - I do not own any of these stocks nor do I intend to buy any in the near future. I trade them in a game at Marketocracy.com