Dow Not Down Any More

Monday our positions saw drug stocks up on new covid concerns, notable Esperion, ESPR, our best performer but other winners including Zymeworks (ZYME) Novacure (NVCR), and even Novartis and Roche up on new vaccine news. 

Energy was also buoyant led by volatile Energy Fuels, UUUU, and Plug Power, PLUG. Schlumberger ltd gained over .35%.  Also up was Hoegh of Bermuda because more ambulance chasers are going after the Norway-owned firm after it allegedly violated its security rules and breached its fiduciary duty by selling to its parents LNG shipment deals that had been made by its sub which we owned. While most China linked stocks were lower, NIO, of which I sold half my holdings, in fact rose 2% in a general electric vehicle debacle. Antofagasta gained 5.7% despite Latin America concerns. ANFGF is a copper miner that cousin Richard advised selling, but I didn't sell. I don't listen to commodity experts about raw materials.

Bimbo, a global bakery stock from Mexico rose 6.5% and Canada's Kirkland Lake, KL, a gold miner, rose 3.6%.

 

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