10-28-2014, 10:22 AM
Added to SNY and NVO on the dips this morning. Apparently there's pricing pressure in the insulin space, which is resulting in pricing pressure on the stocks.
Also started a small position in Safran (SAFRY), a French maker of jet engines and other aerospace and defense products. They have a longstanding partnership with GE, so they're like a concentrated play on GE Aviation. I've been looking at them for a while and finally pulled the trigger.
http://www.safran-group.com/IMG/pdf/Inve...e_2014.pdf
Also started a small position in Safran (SAFRY), a French maker of jet engines and other aerospace and defense products. They have a longstanding partnership with GE, so they're like a concentrated play on GE Aviation. I've been looking at them for a while and finally pulled the trigger.
http://www.safran-group.com/IMG/pdf/Inve...e_2014.pdf