buy NVS, more AT&T//Novartis king of drugs // #659 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory

[Archimedes Plutonium]

buy NVS, more AT&T//Novartis king of drugs // #659 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory

PORTFOLIO of PAF on 6MAR2018
 
VZ   1800
T   23,720
GSK  1800
NVS  50
  __________
       27370
 
 
total share-wealth-units last reported which was 11DEC2017 was 27,270 
and total share-wealth-units today 27,370 , and today is 6MAR2018
  
real-estate land 3APR03 of 1 lot $19,000.
real-estate land Sept05 another lot $75,000.

For all the time I have played the Stock Market, in drugs, Merck was king, their science was on top. However, Europe now has the king of pharmacy-- Novartis. The Novartis cancer drugs are the best in the world, making Merck and Bristol Myers cancer drugs looking pitifully short in science acumen.

Now I had some excess cash back and February and was trying to catch those several days where the market slid a 1,000 points or more. Unfortunately I like to sleep in late and missed those two days of huge falls.

One thing nice about spending excess cash every 3 months is that I need to spend it before the next inflow, so that I get some dividend from the cash. With that in mind, I today bought 50 shares of Novartis at 81.47 and bought 50 shares of AT&T at 36.84.

Novartis novel new cancer drug Kymriah just pushes all other cancer drugs off to the side as inferior science.

And ironic that the origins of Kymriah goes back to Univ. Pennsylvania here in the USA.

So, the king of pharmacy is Novartis in Switzerland.

AP

[Archimedes Plutonium]

Newsgroups: sci.econ
Date: Tue, 1 May 2018 13:03:32 -0700 (PDT)

Subject: yes, more AT&T // #661 Optimal Strategy of Playing the StockMarket
via VonNeumann Game Theory
From: plutonium....@gmail.com
Injection-Date: Tue, 01 May 2018 20:03:32 +0000

yes, more AT&T // #661 Optimal Strategy of Playing the StockMarket via VonNeumann Game Theory


PORTFOLIO of PAF on 1MAY2018
 
VZ   1800
T   24,100
GSK  1700
NVS  10
  __________
       27610

total share-wealth-units last reported which was 12APR2018 was 27,430 
and total share-wealth-units today 27,610 , and today is 1MAY2018

   
real-estate land 3APR03 of 1 lot $19,000.
real-estate land Sept05 another lot $75,000.

Alright, May1, eternal spring, if I had to chose a month that all the year round would be like-- in other words, a favorite month, it would be May for the feeling of robustness, of getting up and out and doing things, after being cooped up for a winter. But then, if I picked May as being the weather for the entire year, then I would have no more winter and thus May would not be so tantalizing.

Anyway, down to business, today with excess cash, bought 180 more shares of AT&T, some at 32.45 and some at 32.43.

Now why is AT&T so depressed in price? It is because they want to buy Time Warner, but it looks as though the USA Justice dept is trying to block them. Which is funny for DT is trying to buy Sprint, and it appears no Justice dept blocking there.

So, AT&T is down for no good reason at all, and that is the best time to buy a company. I wish I only had more excess cash today.

AP

[Archimedes Plutonium]

PORTFOLIO of PAF on 2MAY2018
 
VZ   1800
T   24,140

GSK  1700
NVS  10
  __________

       27650

total share-wealth-units last reported which was 1MAY2018 was 27,610 
and total share-wealth-units today 27,650 , and today is 2MAY2018

   
real-estate land 3APR03 of 1 lot $19,000.
real-estate land Sept05 another lot $75,000.

Price is so cheap on AT&T, decided to get 40 more shares at 32.03.

The cheap price on AT&T is because-- in my opinion-- Trump's idiocy presidency is that he is going to spank all the companies he had any grudge against-- and thus thwarting AT&T from buying Time Warner. Most people thought Trump would be good for business, no, for Trump is too old to think clearly on how to make business work, and now that he is president, all his childish revenges are played out. Trump is chaos for business and for stock market. Just today was word that automakers do not know what to plan for, as Trump goes one way on emissions and California and other states go another way. So business is in a deep freeze as long as Trump is in office. Ironic, so many voters thought Trump would fix business, and now we see he is business worst nightmare. Running a country is not like running a corner shack in New York.

And say, when is Trump building that Mexico wall? I hope Trump does not think that he can run on a 2020 platform promising a wall, if you cannot do it in his first 4 years. Voters are dumb-- they put Trump in, but not that dumb.

AP