Wednesday, October 13, 2010

Follow-Up Stock Tips

If you missed out on SIGA (or you bought some and are celebrating), you might want some other suggestions.

First: SIGA. Yeah, still. If you'll do the math, SIGA should be in the high teens or twenties as a result of this contract. So, clearly, the market is skittish about the protest lodged by a SIGA competitor. I won't delve into details, but I see little risk to the contract's award. And, per my last entry, the future is very bright; SIGA will be worth way more than its present $12. So SIGA remains my top buy (though I'm sorry if you didn't catch it at $2.92!).

I bought Apple at $115, and it went over $300 today. And while that price bakes in an obscene level of positive expectation, I think Apple will beat it. The iPad will be absolutely humungous, especially after they come out with a lighter one. Jobs correctly guessed the future of computing, and it will be a light, easy-to-use, shiny information appliance like this rather than beige hardware with a learning curve. And I called this way back in January when Apple's stock was under $200.

Finally, Eric Rose, CEO of SIGA, is brilliant at both science and business. Invest strongly in all companies whose boards he serves on. I've already made a huge profit on KERX.

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