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.