Graham Osborn Posted April 4, 2016 Share Posted April 4, 2016 Working my way through these: https://www.sec.gov/Archives/edgar/data/1649339/000114036116052634/xslForm13F_X01/form13fInfoTable.xml Anyone who is long/ short any of these stocks and can reel off the high-level, please inform. Given my allergy to debt at this point in the credit cycle, I am finding some of these picks not that compelling. On TLRD for ex, I can't help noticing the stock crumped right around the same time as VRX and for similar (debt-related) reasons. TBPH seems like your typical biotech, i.e. not much of a conservative investment. Hopefully some more informed discussion.. Link to comment Share on other sites More sharing options...
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