Well, AMAG did not have a good quarter and has sold off 20% today. I am taking this as a sign from the stock gods to take profits on my pharma portfolio which I started a couple weeks ago. Even with today's drop, it was still a success - up 8.6% in just the two weeks. Heck, if I could make 8.6% every two weeks, I'd be moving to Hawaii in a year and drinking Mai-Tai's all day long.
Otherwise, had good news everywhere else in my portfolio and am up 50 basis points on the day.
Phinal Phamra
| 10/20/2015 | Start | Current | Dividend | Pct Gain | R3K Gain |
| LCI | $43.26 | $46.27 | $0.00 | 7.0% | 3.2% |
| DEPO | $16.96 | $18.74 | $0.00 | 10.4% | 3.2% |
| AMAG | $35.63 | $32.10 | $0.00 | -9.9% | 3.2% |
| ENTA | $25.37 | $32.16 | $0.00 | 26.8% | 3.2% |
| Totals | 8.6% | 3.2% |
Obviously pulled trigger too early today. AMAG is up to $33.50 and ENTA is at $33.80.
Patience Will Be Rewarded
My little Micro Portfolio continues to climb the hill. Recall these guys were about 18% down in September as VNCE was off over 60% very very quickly (oops). It was down 18% at the end of September. If I had started it then (wish), it would be up 21%! Instead, I am just below break even as PERI had good earnings today.
| 8/28/2015 | Start | Current | Dividend | Pct Gain | R3K Gain |
| VNCE | $8.50 | $4.55 | $0.00 | -46.5% | 5.6% |
| ONE | $1.99 | $2.95 | $0.00 | 48.2% | 5.6% |
| TPUB | $11.60 | $10.02 | $0.18 | -12.1% | 5.6% |
| LQDT | $7.26 | $8.28 | $0.00 | 14.0% | 5.6% |
| PERI | $2.45 | $2.33 | $0.00 | -4.9% | 5.6% |
| Totals | -0.2% | 5.6% |
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