This list is to allow users of my reports, analyst conference summaries, and other services to evaluate the independence of my opinions. It is not meant as a set of recommendations. I buy stocks that I believe are undervalued, but that may be with a near-term or long-term perspective. I may hold stocks that are fairly valued or even overvalued because I do not want to pay the capital gains yet. I may hold stocks to diversify and lower aggregate risk.
My clients pay me to research stocks and bonds, with a focus on the forward-looking values of company technologies. I cannot list my client's positions, but my role is to provide an accurate, rather than a bullish, analysis of stocks. Therefore my clients' positions are immaterial to the research, analysis, and opinions I post at this web site.
I also continue to do work for technology companies. Companies covered at this site or their business partners may occasionally be my clients. This site's ads are currently served up by Google.
- William P. Meyers Contact me
Also, while I try to keep this list updated, sometimes there is a lag. Bought dates are of initial purchase; I often accumulate over time and sometimes do partial sales. If there is no link, I have not posted any articles or analyst conference summaries.
|AGEN||Agenus [Bought October 2013]|
|AMAT||Applied Materials [Bought March, 2008]|
|AGEN||Agenus [bought September 2013]|
|AMD||Advanced Micro Devices [bought 2004]|
|AMGN||Amgen [bought March 2014]|
|BIIB||Biogen-Idec [Bought February 6, 2008]|
|CELG||Celgene [Bought June 2007]|
|CMN||Cantel Medical [Bought December 2009]|
|CYCC||Cyclacel [bought April 2013]*|
|DNDN||Dendreon [Bought November 2005]|
|GILD||Gilead [Bought October 2007]|
|HNSN||Hansen Medical [Bought July 2009]|
|HILL||Dot Hill [bought December 2007]|
|INO||Inovio [bought May 2012]|
|MCHP||Microchip [bought 2007]|
|MRVL||Marvell Technology Group [bought 2008]|
|MYL||Mylan, Inc. [bought March 2014]|
|PLX||Protalix Biotherapeutics [bought November, 2013]|
|STX||Seagate Technologies [bought June 2012]|
|TTMI||TTM Technologies [bought February 2008]|
*I do not cover Cyclacel at this site because I used to cover it for a client and used to ask questions at analyst conferences. I may initiate coverage here when I feel sufficient time has expired.