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Bret Jensen  

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Latest  |  Highest rated
  • The Current State Of The Biotech Sector [View article]
    I believe I was contrasting them as I agree the blue chips like GILD and AMGN are buy on dips even though I have full positions already. Wouldn't touch TSLA even after decline.
    Aug 10, 2015. 05:23 PM | 13 Likes Like |Link to Comment
  • Poll: New Yorkers ready for Wal-Mart [View news story]
    Since when do politicians and their union cronies care about what consumers want? Look at Uber.
    Aug 10, 2015. 03:30 PM | 8 Likes Like |Link to Comment
  • Bailing Out Of Brazil [View article]
    Amazing how deep the corruption hole goes in Brazil....http://bv.ms/1EjTR3w
    Aug 10, 2015. 12:23 PM | 1 Like Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    This is a long term growth holding, so I simply don't worry about day to day, week to week, or month to month movements as long as the company continues to deliver solid growth and has reasonable if not attractive valuations.. Will let the day traders worry about that nonsense. Same with GILD, AMGN, CELG, etc..
    Aug 9, 2015. 01:40 PM | Likes Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    Added a little this week. View as longer term undervalued. Based on forward earnings trading in line with overall market multiple even as company has much better growth prospects. Whole small cap biotech/biopharma space has been ugly recently.
    Aug 8, 2015. 01:08 PM | Likes Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    Thanks for the kind words....markets definitely seem to breaking down here including mighty Tesla this week.
    Aug 8, 2015. 11:05 AM | Likes Like |Link to Comment
  • Tutor Perini: An Oversold Small-Cap Gem [View article]
    Actually added to my position today as think this was a bit of an overreaction by the market today. Revenues were up 20% Y/Y and backlog is at $7.7 billion. Earnings miss was caused primarily by "lower than expected operating income largely due to a major loss exceeding $22 million on a concrete subcontract, which was competitively bid for Tower C at Hudson Yards in New York City. Being that this was the first loss of any significance on a fixed price contract in the past 20 years of the company's history." AKA, a non recurring item. Company did lower guidance to $2.00 a share in earnings this year, disappointing but probably conservative. Stock trades about 8 times that profit guidance at moment, less than half the overall market multiple. Disappointed, but a lot of longer term value imho. Just taking longer to unlock than I had hoped.
    Aug 7, 2015. 01:22 PM | Likes Like |Link to Comment
  • Have Apple And Gilead Switched Roles Within The Market? [View article]
    Will maintain positions as is in all likelihood.
    Aug 7, 2015. 10:11 AM | Likes Like |Link to Comment
  • Huge Insider Buy Makes This $3.50 Biopharma Stock An Intriguing Speculative Play [View article]
    Insider buying led to finding a ten bagger and growing.

    Horizon Pharma (NASDAQ:HZNP): Q2 EPS of $0.39 beats by $0.07.Revenue of $172.8M (+161.6% Y/Y) beats by $16.39M.
    Aug 7, 2015. 07:24 AM | 1 Like Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    Uber news....http://cnb.cx/1OR0nnW
    Aug 5, 2015. 02:21 PM | Likes Like |Link to Comment
  • What Next For M&A In Pharma And Biotech? [View article]
    ARRY, not one I follow but will take a closer look. Glad you got SGYP at $3.50. Has been a great holding for biotechgems.com since its inclusion in May as well. Happy Hunting.
    Aug 5, 2015. 11:08 AM | Likes Like |Link to Comment
  • Have Apple And Gilead Switched Roles Within The Market? [View article]
    Definitely not my best call, but few predicted oil prices to fall 60%. This is why one has stops. EGRX up 500%, AGEN up 175%, HALO up 150% and other recent like performing calls hopefully made up for it in a well balanced portfolio, I know it did in mine. Have to take performance as a whole not as a one off. Anyone looking at the totality of my performance in TipRanks over the past three years knows the score. Currently ranked #130 out of 8,188 financial analysts & bloggers they cover.

    http://bit.ly/1M4wH7Q
    Aug 5, 2015. 06:20 AM | 5 Likes Like |Link to Comment
  • What Next For M&A In Pharma And Biotech? [View article]
    Like SGYP as standalone or buyout....no opinion on SYN.
    Aug 4, 2015. 07:11 PM | 1 Like Like |Link to Comment
  • On Unicorns And Market Bubbles [View article]
    About a third now, took some profits on some winners yesterday..bought a little more ANIP on overreaction to quarterly results today...
    Aug 4, 2015. 04:02 PM | Likes Like |Link to Comment
  • 8 Reasons To Buy This $1.30 Lottery Ticket [View article]
    Novavax reports PhII success for quadrivalent seasonal flu vax

    http://bit.ly/1Hoz3YG
    Aug 4, 2015. 04:00 PM | Likes Like |Link to Comment
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