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. I generally do not own stocks that I research for my clients, but it has happened from time to time.
I write on a freelance basis for SeekingAlpha. Like all SeekingAlpha writers, each article discloses whether I own the stock, or other stocks mentioned in the article, at the time the article is written.
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 am not posting any articles or analyst conference summaries.
|AGEN||Agenus [Bought October 2013]|
|AGIO||Agios Pharmaceuticals [Bought December 2015]|
|AMAT||Applied Materials [Bought March, 2008]|
|AMD||Advanced Micro Devices [bought 2004, ended July 26, 2017]|
|AMGN||Amgen [bought March 2014]|
|BIIB||Biogen [Bought February 6, 2008]|
|BIVV||Bioversativ [received as dividend from BIIB on 2/1/2017]|
|CELG||Celgene [Bought June 2007]|
|CLDX||Celldex Therapeutics [Bought September 2015]|
|CLSN||Celsion [Bought November 2015]|
|EPZM||Epizyme [Bought August 2015]|
|GILD||Gilead [Bought October 2007]|
|GLYC||Glycomimetics [bought April 2015]|
|IMGN||Immunogen [bought May 2016]|
|INCY||Incyte [bought 11/01/2016]|
|INO||Inovio [bought May 2012]|
|IONS||Ionis Pharmaceuticals [bought August 10, 2017]|
|JUNO||Juno Therapeutics [Bought September 2015]|
|MACK||Merrimack Pharmaceuticals [bought September 2014]|
|MCHP||Microchip [bought 2007]|
|MYL||Mylan [bought March 2014]|
|PLX||Protalix Biotherapeutics [bought November, 2013]|
|SBLK||Star Bulk Carriers [bought July 2015]|
|SGEN||Seattle Genetics [bought February, 2015]|
|VBLT||Vascular Biogenics [bought June 2016]|
|XLNX||Xilinx [bought April 24, 2014]|
|XLRN||Acceleron Pharma [bought August 2015]|