Monday, June 24, 2013

Bought More Celgene (CELG)

In the interest of full disclosure, this is a note that I bought Celgene stock today at $111.40.

I had sold 17% of my CELG on June 7, 2013 for $126.80. Today I bought twice as much as I sold on June 7. Celgene is now the largest position by value in my portfolio.

I acquired my long Celgene position over time as follows:

6/7/2007 at $59.34
5/4/2009 at $38.59
1/28/2011 at $52.40

For my latest analysis of Celgene see:

Celgene 2013 Guidance: Two Times 2013 Revenue

Note that while I like and own Celgene, my portfolio is constructed to balance risks and opportunities as a whole.

Keep diverfied!

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