Nabriva's 34% Rally

Dr. Frederick Frankenstein: Whose brain is this? Igor: Err... Abby something... Dr. Frederick Frankenstein: Abby who? Igor: Abby... Normal. Yes that's it, Abby Normal! - Mel Brookes (from Young Frankenstein) ​​The Portfolio The portfolio is UP +16.76% YTD. Our benchmark index, the S&P 500 is down -5.75% YTD. Nabriva Rallies on Good News Anytime one of my most 'unloved' stocks rallies nearly 34% in one day, I probably owe a comment. This market isn't normal, in fact the abnormal has become so common it's normal. Nabriva Therapeutics plc (NBRV) announced today that the Committee for Medicinal Products for Human Use (CHMP) of the European Medicines Agency (EMA) has adopted a positive opinion r

Decoupling From China?

“News of my early retirement is much exaggerated. It's simply a pandemic" - Clay Baker ​​The Portfolio The portfolio is UP +14.00% YTD. Our benchmark index, the S&P 500 is down -8.00% YTD. Are we Decoupling from China? I remember a time, not long ago, when I refused to write about China and the Trade War. Remember the trade war? I simply prefer not to jump into the cesspool of political rhetoric that neither informs or leads people to a brighter future, but rather sounds more like howling at the moon. A short trip in the way back machine helps us reflect on the fact that China was seen by all as a major consumer market to break into. Every major U.S. company wanted to carve out their spa

Why I Stick with These Stocks

“Always carry a flagon of whiskey in case of snakebite and furthermore always carry a small snake." - W.C. Fields ​​The Portfolio The portfolio is UP +12.60% YTD. Our benchmark index, the S&P 500 is down -8.57% YTD. Owning Hard Names Some of the most controversial stocks to own during this period have turned out to be great performers for the portfolio; I'm glad I've remained patient and non-partisan. From an aircraft maker to an off-road vehicle suspension company and little known biotechs, I've stuck with them, here's why. Boeing rallied +12.87% today in lock step with good news around reopening the economy has been devastated by the 737-Max ordeal, the shut down of the airlines and a lac

Are You Prepared?

“Always carry a flagon of whiskey in case of snakebite and furthermore always carry a small snake." - W.C. Fields ​​The Portfolio The portfolio is UP +0.48% YTD as I'm writing this post. Our benchmark index, the S&P 500 is down -12.38% YTD. Do Something! My longest term readers have come to understand that when I'm not writing I'm either busy doing something important, like an oil change on a vintage motorcycle, taking a walk with my fiancé or thinking longer term about this portfolio. With respect to stock portfolios, sometimes the best action is to do nothing. That doesn't mean ignore your holdings, just the opposite. In times like this it's more important than ever to know what you own

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This material is provided for informational purposes only, as of the date hereof, and is subject to change without notice.
This material may not be suitable for all investors and is not intended to be an offer, or the solicitation of any offer, to buy or sell any securities.

© 2016 by Clay Baker all rights reserved