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Results That Matter: 15 January Buys Portfolio --- +5.25%

|Includes:ARAY, ARIA, AVL, CHK, CLNE, DCTH, FSYS, GHDX, GLNG, IPHS, KMG, MAXY, MI, Mallinckrodt PLC (MNK), MRGE, RJF, SCLN, SPPI, TOMO, UNG
15JB
On January 5, 2010, I released the 15 January Buys (15JB) portfolio.  With the recent correction brought on by uncertainty in Washington DC, investing has been a bit challenging in 2010.  During that time, 15JB has held up fairly well and is up just over 5%.
 
Questcor Pharma (QCOR)
+41.18%
Sciclone Pharma (NASDAQ:SCLN)
+40.16%
Accuray (NASDAQ:ARAY)
+24.57%
Ariad Pharma (NASDAQ:ARIA)
+22.22%
Marshall & Ilsley (NYSE:MI)
+21.61%
Raymond James Financial (NYSE:RJF)
+8.92%
Delcath Sys (NASDAQ:DCTH)
+4.78%
Spectrum Pharma (NASDAQ:SPPI)
+3.87%
Innophos Hldgs (NASDAQ:IPHS)
+2.86%
Genomic Health (NASDAQ:GHDX)
-0.81%
Maxygen (NASDAQ:MAXY)
-2.39%
Kmg Chemicals (KMGB)
-11.44%
Avalon Rare Metals (AVARF.PK)
-16.72%
Tomotherapy (NASDAQ:TOMO)
-17.50%
Merge Healthcare (NASDAQ:MRGE)
-34.02%


Cutting the Loser:  Merge Healthcare (MRGE) should be sold and will be omitted from the portfolio as of today.


Other Calls in 2010
Date
Name & Symbol
Gain / Loss
Golar (NASDAQ:GLNG)
+8.62%
Fuel System Solutions (NASDAQ:FSYS)
-4.46%


Natural Gas News:  T. Boone Pickens will appear on CNBC at 11:15 AM ET (with Kudlow) and Fox Business News at 2 PM ET.  Relevant Nat Gas stocks & ETFs include CHK, CLNE, FSYS, UNG among others.


Cancer News:  Understanding why lung cancer strikes African-Americans more than Caucasians


Disclosure: Long ARIA and SPPI.