Q: I currently own the following at a loss: ASPN, CROX, NU, TMDX, VKTX

You suggestions on which to:

1. Sell and look elsewhere for better opportunity
2. Sell and rebuy in 30 days
3. Add into current weakness

Q: Aside from LLY and NVO, what other healthcare companies might enjoy success with weight loss drugs or products related to them? I’ve heard good things about ABT., AMGN, PFE, AZN, RHHBY and others in this regard, but I was wondering how you might rank them and/or others (most promising names first). I’m quite interested in Roche which has been showing strength after a long period of weakness (it’s now $35.69 as of Friday July 12).

Q: Your thoughts on this company. At what price would you consider it a speculative buy. Thanks