"Shoulda, coulda, woulda" will probably be my investing epitaph. While there is no shortage of investment advice telling you that long-term investment success is predicated on developing a consistent method of evaluating stocks and sticking to your valuation guns, the consequences can be painful.
A perfect case in point is Celldex Therapeutics (CLDX). I've always liked this development-stage biotech (and have written about it here and here...), but the price never seemed quite right to me. That "price discipline" has kept me on the sidelines as the stock has risen over 250% over the past year and 400% over the past two years, and the company has emerged as one of the most legitimate and interesting small/mid-cap immunotherapy biotechs.
Please read more here:
Celldex Turning Into A Compelling Immunotherapy Biotech
Home
»
Bristol-Myers Squibb
»
Celldex Therapeutics
»
Merck
»
Roche
»
Seeking Alpha
» Seeking Alpha: Celldex Turning Into A Compelling Immunotherapy Biotech
Wednesday, June 19, 2013
Related Posts
Investopedia: Better Margins Can't Hide Merck's Growth Challenges
In spite of pretty weak top-line results, pharma companies like Merck (NYSE:MRK), Pfizer (NYSE:PFE),...Read more
Investopedia: Will Immunotherapy Disrupt The Oncology Market?
Goldman Sachs' recent list of eight "disruptive technologies" included new therapies to fight cance...Read more
Seeking Alpha: Even After A Big Run, The Housing Recovery Can Take Techtronic Higher
Plenty of stocks tied to housing in one form or another have enjoyed strong rebounds, and toolmaker ...Read more
Seeking Alpha: OMV's Transformation Should Unlock Meaningful Value
One of the most rewarding things about writing about stocks is when you write a piece, make certain...Read more
Seeking Alpha: Microsemi Not Quite To Plan, But Still Improving
Owning Microsemi (MSCC) is an interesting experience. For a company that is pretty small and obscu...Read more
Seeking Alpha: ON Semiconductor - If It Stops Getting Worse, It Could Get So Much Better
In Hollywood, asking "How can it get any worse?" aloud is a sure way to get either a comedic or hor...Read more
Subscribe to:
Post Comments (Atom)
0 comments:
Post a Comment
Click to see the code!
To insert emoticon you must added at least one space before the code.