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  • some BMY today #648 Optimal Strategy of Playing the StockMarket via Von

    From plutonium.archimedes@gmail.com@21:1/5 to All on Thu Jan 26 12:12:21 2017
    Classic, classic switch campaign

    Today I bought some BMY because of its low price and news of its cancer drug versus Merck's cancer drug. 

    Portfolio of PAF on 26JAN2017

    VZ     1,700

    T      24,630

    GSK       730

    BMY 100

    _______________

                27,160

    total share-wealth-units last reported which was 20DEC2016 was 27,160 
and total share-wealth-units today 27,160

    real-estate land 3APR03 of 1 lot $16,500.
    real-estate land Sept05 another lot $75,000.

    Today, I sold 100 shares of VZ at 49.01 and with the proceeds bought 100 shares of BMY 47.01 per share.

    The sell-off in BMY is far too large a sell-off. The application of Opdivo is far better than the Merck Keytruda application. If my memory serves correctly, Opdivo is administered by mouth while Keytruda is injected. But, do not hold me to that. Anyway,
    if true, most people like pill by mouth.

    So this is a classic switch campaign, of wait for BMY to rise above either MRK or VZ.

    And in the case of GSK, wait till it rises above T.

    AP

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  • From plutonium.archimedes@gmail.com@21:1/5 to All on Thu Jan 26 12:35:34 2017
    Sorry, both are intravenous injection, and it looks as though Keytruda is easier than Opdiva, one is every 3 weeks, other 2 weeks.

    AP

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  • From plutonium.archimedes@gmail.com@21:1/5 to plutonium....@gmail.com on Tue Feb 14 13:50:35 2017
    On Thursday, January 26, 2017 at 2:12:23 PM UTC-6, plutonium....@gmail.com wrote:
    Classic, classic switch campaign


    Yes, classic classic switch, only today I wish I had bought more of BMY, because today, 14FEB that BMY is up 1.68 to 53.71 on buyout rumors, while VZ is in the doldrums of 48.20

    Portfolio of PAF on 14FEB2017

    Portfolio of PAF on 26JAN2017

    VZ     1,700


    here I bought 100 more so the total is 1,800

    T      24,630

    GSK       730

    BMY 100

    _______________

                27,160

    today that increases to 27,260


    total share-wealth-units last reported which was 26JAN2017 was 27,160 
and total share-wealth-units today 27,260


    real-estate land 3APR03 of 1 lot $18,000.
    real-estate land Sept05 another lot $75,000.


    Today, I sold 100 shares of VZ at 49.01 and with the proceeds bought 100 shares of BMY 47.01 per share.

    Today with excess cash, I bought 100 shares of VZ at 48.20. Comparing that to sell VZ on 26JAN for 49.01. Now I could have sold my BMY and gotten 110 VZ for them, and made the switch complete, but I think BMY is going much higher. I think many pharma
    companies want as big a stake as possible in the immuno cancer therapies.

    AP

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