Author: Andrew Horowitz

DNDN – More Info and More Confusion on Provenge

The saga continues with DNDN. The stock is moving a bit higher. There are many people’s lives that may now be in further disarray as the long-awaited and deeply hoped-for FDA approval of the prostrate cancer treatment Provenge has been delayed. There is a rather large commotion concerning several inconsistencies...

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CNBC Portfolio Challenge Final Results – 2007

We ended with a $375,000 profit!

The 10 week contest is over and we came out in the top one percent of all portfolios. The fact is that we were as high as 900 and dropped down only during the final 2 weeks while still remaining in the top...

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Dendreon – Is Provenge Snake Oil or Cure?

Dendreon Corporation (DNDN) took a huge fall the past few days after the FDA released an update to their “Approvable Letter”, asking for additional information regarding the efficacy of Provenge. This drug is, as most would say; “potentially revolutionary because it aims to teach the body’s own immune system to...

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The Disciplined Investor Podcast – Episode 8

ARE WE CRAZY? What is going on in these markets… Time to protect portfolio…Markets are out of whack and we need to look at why that is.

The fact is that the extreme volatility we are seeing individual positions is reason to take a step back and look at what is...

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MOTaIcahn and Très bien for Taser

Monday Merger Mania

Alcoa buying Alcan. Smart, accretive and a surprise. Amazingly, behind the scenes negotiations between these behemoths are looking like a smart move that will cut costs and help propel profits. The price being paid is rich, but it is one that will hopefully get the deal done with...

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