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. I still do occasional work for Microsoft. This site's ads are currently served up by Google. My computer models run on AMD processors.
- 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 yet.
|ADEP||Adept Technology [rebought May 2015]|
|AGEN||Agenus [Bought October 2013]|
|ALXN||Alexion [Bought February 3, 2015]|
|AMAT||Applied Materials [Bought March, 2008]|
|AMD||Advanced Micro Devices [bought 2004]|
|AMGN||Amgen [bought March 2014]|
|BIIB||Biogen-Idec [Bought February 6, 2008]|
|CELG||Celgene [Bought June 2007]|
|EPZM||Epizyme [Bought August 2015]|
|GILD||Gilead [Bought October 2007]|
|GLYC||Glycomimetics [bought April 2015]|
|HNSN||Hansen Medical [Bought July 2009]|
|INO||Inovio [bought May 2012]|
|MACK||Merrimack Pharmaceuticals [bought September 2014]|
|MCHP||Microchip [bought 2007]|
|MRVL||Marvell Technology Group [bought 2008]|
|MYL||Mylan, Inc. [bought March 2014]|
|OCAT||Ocata Therapeutics [bought July 2015]|
|OPXA||Opexa Therapeutics [bought May 2014]|
|PLX||Protalix Biotherapeutics [bought November, 2013]|
|REGN||Regeneron Pharmaceuticals [bought June 2014]|
|SBLK||Star Bulk Carriers [bought July 2015]|
|SGEN||Seattle Genetics [bought February, 2015]|
|XLNX||Xilinx [bought April 24, 2014]|
|XLRN||Acceleron Pharma [bought August 2015]|