Periodically I run through various positions that I'm holding and think about my strategy. With the market extended and difficult to buy right now, this is a good time to review and contemplate how trades may develop:
Aurinia Pharmaceuticals (AUPH) : Top pick. Waiting for catalysts.
Axsome Therapeutics (AXSM) : Good day trader. Setting up well for a test of recent highs.
Biohaven Pharmaceutical Holding (BHVN) : Taking a hit Monday, but other news coming soon that is more important
Baudax Bio (BXRX) : Food and Drug Administration decision coming very soon. Very thin trader.
Coherus Biosciences (CHRS) : Stock of the week. Extending well. Watching for additional entries on pullbacks.
DBV Technologies (DBVT) : Peanut allergy play finding support.
Datadog (DDOG) : Top pick. Basing near highs.
Endo International (ENDP) : Opioid settlement play. Continues to develop well.
Enphase Energy (ENPH) : Very extended going into earnings. Needs to reset.
Fulgent Genetics (FLGT) : Extended and needs consolidation.
Barrick Gold (GOLD) : In trading range. Waiting for precious metals to perk up.
Infinera (INFN) : Chip play. Holding 50-day. Big revenue grower. Watching for earnings.
Inmode Ltd. (INMD) : Top pick. Volatile in front of earnings.
Inseego Corp (INSG) : bouncing after a sharp drop. Looking for entry points. Earnings report may be soft.
Kadmon Holdings (KDMN) : Consolidating at the 50-day.
Lovesac Co. (LOV) : January effect play that is still bouncing. Very thin.
Luna Innovations (LUNA) : Setting up very nicely into earnings.
Molecular Templates (MTEM) : High level base forming.