• Shawn Arshad
    NeoStem's Alliance With Baxter Should Make Investors Very Happy In The Near Future $CLBS http://seekingalpha.com/a/195wl
    3/25/14
    Reply (53)
    • dannick: This made for an interesting read in my lunch break but I do not see NBS moving out of the 7-8 trading range until Phase data comes out.
      3/25/14
    • dannick: This will be a v. good stock to own closer to that time
      3/25/14
    • Shawn Arshad: You might be right, but I do believe BAX innovations and other PCT clients success will radiate positive headwinds on NBS's financials.
      3/25/14
    • dannick: I agree wholeheartedly but the time for logical and reasoned arguments seems to be quickly passing. Haiving "biotech" next your name right
      3/25/14
    • dannick: now means you are looking at a pretty brutal haircut and at least a few illogical months (for a wobble) or a few illogical quarters (pop)
      3/25/14
    • Shawn Arshad: not sure what you mean. however, if you can purchase around $7, I think you are in good shape.
      3/25/14
    • dannick: The "omg it's a biotech bubble" articles that are being published in every mainstream financial outlet are frothing the biotech market.
      3/25/14
    • dannick: If true biotechs are in for a rough year. If they turn out to be false it will take a few quarters for the hype to play out
      3/25/14
    • dannick: DISC. I'll add to NBS but closer to the phase results. I currently own NBS and have since late 2013
      3/25/14
    • Shawn Arshad: The benefit of a good product (AMR-001 & BAX & PCT) is that it can withstand negative headwinds facing the industry.
      3/25/14
    • Shawn Arshad: one can currently take advantage of the current volatility- with proper use of technical indicators- to cash in at a good time
      3/25/14
    • Shawn Arshad: i would assume waiting until Q3 would give enough time for less volatility and a shift in upward trend, buying a bull stock at a bull price.
      3/25/14
    • Shawn Arshad: buy now- maybe- one is buying a bull stock at a bear price
      3/25/14
    • Shawn Arshad: either way...i think it is a buy...and i dont think it is going to move much further than its EMA 100.
      3/25/14
    • Shawn Arshad: at least until Q3 data results
      3/25/14
    • Shawn Arshad: are released - hopefully causing a drastic upward shift
      3/25/14
    • dannick: Agreed I also do not seem it trading up (or down) much until Q3 so for now I will use the cash in other areas.
      3/25/14
    • dannick: I am currently trading out of my biotech picks that I deem least strong and refocusing on those I believe can withstand this volatility
      3/25/14
    • dannick: And will look to pick up the best few biotechs at a discount when the current news is played ($CUR, $INO, $CLBS, $BCLI for now)
      3/25/14
    • Shawn Arshad: that's good strategy. For some reason, I have been keeping a small distance from healthcare related innovations & more towards technology.
      3/25/14
    • Shawn Arshad: of course i'm still dabbling in promising ventures - in different sectors/industries- however...i'm seeing more profits in technology.
      3/25/14
    • Shawn Arshad: gold mining companies have also caught my attention. not the commodity itself, but companies like $GFI, $AU
      3/25/14
    • Shawn Arshad: currently $CLBS & $BAX seem to be the most promising for me in biotech/healthcare. It's good your locked into $NBS.
      3/25/14
    • dannick: I'm looking into where to diversify but I've spent a lot of time focused on biotech so I have much reseach ahead before I made the jump.
      3/26/14
    • dannick: Thank you for your advice of possible sectors.
      3/26/14
    • Shawn Arshad: Diversification is wonderful dannick, however if you have a lot of knowledge on biotech, you have advantage.
      3/26/14
    • Shawn Arshad: I know many physicians who only invest in healthcare- they do very well- since that is their expertise.
      3/26/14
    • Shawn Arshad: However, in business school, we learned a diversified portfolio is a good idea- given volatile times - due to international relationships
      3/26/14
    • Shawn Arshad: currency fluctuations/political instabilities etc.
      3/26/14
    • Shawn Arshad: I also hate indexes/ETF's that are pre-selected. Too much reliance on the markets overall performance
      3/26/14
    • Shawn Arshad: when the market crashed around 2009...everything shot down...but take a look at ACN
      3/26/14
    • Shawn Arshad: they were not effected
      3/26/14
    • Shawn Arshad: off topic- but right now my big advice is $F, $QCOM, $AMT, $CLBS, $BAX, $GTATQ, $NXPI, $GFI. Logic can be seen in my articles.
      3/26/14
    • Shawn Arshad: I haven't written on this one however $SO- good price right now- throw a ton of cash in- and that's your 401K through dividends
      3/26/14
    • Shawn Arshad: without the nasty regulations of retirement plans
      3/26/14
    • dannick: Some definate food for thought and homework for this weekend. I did think the biotech market was too goo to be true when I entered 8 months
      3/26/14
    • dannick: ago but I hoped it would hold for a year or two before I'd need to look at diversifying. I am 23 so I only have a small amount of capital
      3/26/14
    • dannick: So I need to focus this small capital othwise I get spread very thin very quickly an am tracking 10-15 companies across different countries
      3/26/14
    • dannick: and sectors for less than I would get working 1 third of the hours in a McDonalds second job.
      3/26/14
    • Shawn Arshad: I hear you dannick, and I've been there. That's very smart of you to have this thought process at a young age. With that being said:
      3/26/14
    • Shawn Arshad: If $GFI hits below $4....you might be able to make some nice returns
      3/26/14
    • Shawn Arshad: Don't hold me accountable, but if you need advice on some small cap - low capital investments- with greater returns - feel free to tweet me
      3/26/14
    • Shawn Arshad: When I was 23- I put a couple thousand in- studies shiller & siegel- my portfolio grew to about 30K.
      3/26/14
    • Shawn Arshad: In that one portfolio, I cashed out 30K and still have about 15K sitting in there.
      3/26/14
    • Shawn Arshad: utilize services like tdameritrade architect. attend their free online classes. get a subscription to morningstar, etc.
      3/26/14
    • Shawn Arshad: I applied to business school...interviews were a requirement...in my essay i demonstrated my gains...they accepted me without an interview
      3/26/14
    • Shawn Arshad: it requires a lot of studying- losses- time- and patience...but it sounds like your on the right track
      3/26/14
    • dannick: I see my first 18 months as a learning curve and only look for small profits / no losses. I've been doing a lot of learning.
      3/26/14
    • dannick: being young in the UK is a very raw deal atm as house prices go up 7.5%PA on average and as much as 30% in the cheap areas that used to be
      3/26/14
    • dannick: affordable. It's compounded by the fact that 30% of 200K increase in house price far outstrips the 0.5% on 20K I would get in an ISA.
      3/26/14
    • dannick: The way i see it if I don't get infront of rising costs before I'm 30 I will likely always be in a rough financial situation.
      3/26/14
    • dannick: And I thank you for your advice. I have many of the subscriptions mentioned but I am mainly time contrainted (6am start, 8:30pm get home)
      3/26/14
    • dannick: on my learning capabiltiies.
      3/26/14