Stock Tips By Derek

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Market Insights

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Speculating in Healthcare - Idenix

Posted on November 14, 2013 at 10:25 AM Comments comments (2898)

On Nov 1st Seth Klarman filed his Q3 investments portfolio with the SEC.  One of the new changes listed in the Baupost Groups' holdings was a significant increase in shares of Idenix (IDIX).  You can see the full listing here.  While there is not a lot to like about the financial posit...

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Buying EBAY

Posted on August 27, 2013 at 9:50 PM Comments comments (0)

Looking at the recent earning from EBAY, there was a lot to like.  The three things that made me a buyer are the stock's PE, the growth of EBAY's core business units, and the recent price performance of the stock.


  • PE Ratio: The stock is currently trading at a P/E of 25, significantly lower than it's main com...
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