Tag Archives: Geron

Semi Annual Exercise Mid 2014

An encouraging characteristic of good habits, rituals, and regular exercises is that their descriptions and rationales don’t change. Welcome to my semi-annual review of my stocks, and an introduction that hasn’t changed much so copy and paste helps me balance … Continue reading

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Geron Ouch And Yet

Great ideas rarely run smooth. Geron, a biotech with disruptive ideas that could redefine medicine and health, is probably years from proving itself, except that it suddenly looked like it would, just as suddenly looks like it won’t, and yet … Continue reading

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Semi Annual Exercise EOY 2013

Back by popular demand, but mostly because I do this anyway, it’s my semi-annual review of my stocks. For over a decade I’ve ended every June and December with a simple exercise: in a few sentences, well, maybe a few … Continue reading

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Wealth Through Health

Yes, it is possible to hear good news from the biotech community. The problem is understanding what they say, why they’re saying it, and what they’re not saying. Geron (GERN) had some great news. Pardon me as I look up … Continue reading

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Cupcake Celebration

I bought a cupcake. It’s been months or years since I’ve had a cupcake. Finally, a gluten-free one from the coffeeshop/bookstore across the street.  It was time for a celebration. Anytime is a time for celebration, but it is easy … Continue reading

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Odd Earnings News

That certainly didn’t go the way I expected. Sports have their seasons and so do corporations. Four times a year corporations officially announce their quarterly results. It is called the “earnings season”, but the official verbiage usually says “results” because … Continue reading

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Semi Annual Exercise Mid 2013

It’s Sunday, June 30th, a marvelous day in Langley, WA and I sit here typing and calculating from my office while an excellent jazz group is playing very danceable music at one of the local coffeeshops. I watch dozens of … Continue reading

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Semi Annual Exercise Mid 2012

Well, these last twelve months have certainly been a surprise and upsetting. Fortunately, by conducting these semi-annual portfolio exercises I can check back and know how the story changed. Trusting to imperfect memories can be delusional.  Unfortunately, replaying the disaster … Continue reading

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Keeping AAPLs

News alert: Apple is worth more than Poland. Nope. Apple’s market cap is over $500B. Poland’s GDP is about $480B. It sounds like a story, but it is comparing a sum to a rate, a savings account to a paycheck,  … Continue reading

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Work Is Cheap

Busy? Daily. Working hard? Definitely. Fixing up the house? Not really. Want a vacation? Oh yeah. Gonna get one? Well, yes, as soon as the hard work that is keeping me busy begins to pay off. When money is tight, … Continue reading

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