Monday, December 21, 2020

Compelling Stocks To Watch - and "some" talk

 

Stock Talk
  
The following is a list of compelling stocks to watch.
 
VAXART (VXRT):  As the C19 virus mutates, an oral vaccine pill is too compelling not to be watching as it progress in the Phase 1 FDA clinical trial. Some may say it's too late to the game. But the even more highly contagious virus mutants may compel some governments to use safety data and extrapolate efficacy data on the Vaxart VXA-CoV2-1 Oral Pill to order and ship out vaccine globally to countries where super cooling vaccines are just not practical. Watch VXRT.
 
Sorrento (SRNE) : Sorrento's C19 antibodies in testing are basically one or two doses in easily administered shots and nasal drops, not long intravenous sessions like what Trump got at Walter Reed.  The public needs these at home treatments ASAP.  The human trial should be accelerated and safety and efficacy determined faster than normal FDA due process in this pandemic growing worse not better. Darpa recently endorsed Sorrento with a $34 Mil award.  Watch SRNE.

Inovio Pharmaceuticals (INO)  This has been a hard stock to hang on to some but this company is on the leading edge with DNA based treatments target the various cancer, invade the wayward cells and destroy cancer with the patients own newly trained immune system. At the current level, INO is  a hold some in my view. In addition, if the reader wants to read a story about how the DOD is preparing for pandemics (and mutant virus!) and even defense against biological warfare, read my previous post.

 http://stockstowatch.blogspot.com/2020/12/the-dod-plan-to-help-save-human-race.html

CleanSpark , Inc (CLSK)

Watch this one. Not only an energy company with software and tools to manage industrial, commercial and on/off grid residential applications, CLSK  has set up a bitcoin center to mine bitcoins as model of energy savings. Just in within a few days, CleanSpark announced mining of 10 bitcoins valued over $200,000 total.  I posted about CLSK and pondered if it would continue the stock run into higher highs. I don't know, but it is a compelling stock to watch as it is gaining investor interest.

Pivotal Investment Corporation II (PIC).  This stock was a Cramer pick on his Friday mad money show.  Apparently, Cramer said the jist of the story is that PIC is set to acquire or merge with XL Fleet that is into electric trucks drive train systems. Let's face it electric vehicles seem destined to reign over internal combustion engines in the future.  I see that XL Fleet just landed a big contract with Ford Motor Co on the F 550 chassis which is used "for applications including municipal transportation, utilities, construction equipment and customer service vehicles."

 https://www.businesswire.com/news/home/20201216005324/en/

Cramer may have  a winner of a pick with PIC and he suggested buying some under 20.

Yamana Gold (AUY). This stock is range bound and appears to be range bound in the 5's and maybe the 6's.  But if Bit Coin can reach over $20,000 for one cyber mined notional coin, what can happen to a Gold that has to be actually mined with on the basis of real miners with enough "piss n vinegar" in them to get up, go out in cold or unpleasant environments and dig up tons of earth to get maybe 3 g/t of gold? I am not saying Yamana is going to blast off in stock value anytime soon.  However, as countries produce more paper money to fund pandemics and lethargic economies and democratic cities moving towards socialism, the value of real gold may increase to new highs just as Bitcoin is doing.

 Conclusion:

These are interesting stocks to watch in my view. They are in the emerging speculative category.  Perhaps "some" will do to keep my interest as I watch.  Some are too compelling for me not to be in "some".  Notice I use the words "some", not too much  a lot?  And "dry $ powder".

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ALL in my humble opinion, scroll down and read more.. 
This site does NOT make Buy / Sell recommendations.
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