Jan. 30, 2018

Summary

  • 90 Degree

    • Biotechs in play for scalping
    • ARGX, CRSP, CTMX, EDIT, ENTA, NTLA, RCKT
    • Positive Data: PTCT
    • Public offering: AVXS, IOVA
    • Takeover: ABLX
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Jan. 23, 2018

Summary

  • 90 Degree (Biotech sector in play)

    • Biotech: ATRA, ADMS, AGIO, ARRY, CRSP, EDIT, ENTA, IMMU, LOXO, NBIX, NGL, NKTR, RARE, SGMO, SPPI, SRPT
    • Others: KODK, VUZI
  • 60 Degree

    • EC, HTHT
    • Earnings: WYNN, NFLX
  • Turnaround

    • ANF, TLRD, HCLP, NGL (Retailer and Oil turnaround plays)
  • Shorts

    • IPHI, FN, LITE, SANM (We have a bearish outlook on the optical fiber sector due to slowdown in China demand and weak earnings)

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