08-09-2021, 02:42 PM
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[quote pid='27938' dateline='1628532717']
I am here to keep a leash on your random thoughts Ken. Moderna may knock it out of the park in the long-term but all I see is an expensive stock with a great short-term. I have no wild idea if they take it to the next level but this level is fully priced in.
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Agreed.
Though earlier today I liquidated RETL in the ROTH (still have some in the taxable) and spread the proceeds around to Moderna, Intuitive Surgical, Adobe, & Nvidia.
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You spread it around across sectors so a reasonable trade IMO.
[quote pid='27938' dateline='1628532717']
(08-09-2021, 12:57 PM)ken-do-nim Wrote: Absolutely nothing!
https://www.modernatx.com/pipeline
Looks like the Cytomegalovirus (CMV) vaccine is either in phase 2 or has just completed it. 3 others are in phase 2.
So ... good point.
I am here to keep a leash on your random thoughts Ken. Moderna may knock it out of the park in the long-term but all I see is an expensive stock with a great short-term. I have no wild idea if they take it to the next level but this level is fully priced in.
[/quote]
Agreed.
Though earlier today I liquidated RETL in the ROTH (still have some in the taxable) and spread the proceeds around to Moderna, Intuitive Surgical, Adobe, & Nvidia.
[/quote]
You spread it around across sectors so a reasonable trade IMO.