Got beat up for earnings misses, which appear to be tied to timing of purchases from major telecomm carrier spending - major customers like T VZ have delayed synchronization upgrades (whatever they are). Probably a 2 down/5 up risk profile. Closed at 5.06 on Aug 10

Per WSJ, most of bio-tech gains come in the autumn because: (1) prices are driven by clinic trial results, not financials (2) companies like to announce results at conferences, and the largest biotech conferences are in the fall (3) companies push to submit FDA filings before year-end so they can be referenced in annual reports (4) FDA takes 6-12 months to review filings, so their results come out in the 2nd half (following #3) Closed at71.67 on Aug 10

Same rationale as for DNA Closed at 46.55 on Aug 10

Beaten-up stock in a beaten-up sector, and recently downgraded. Would be worth further analysis, if only because George Soros just announced a 6.6% stake in the company. Closed at 23.80 on Aug 14

Great investment bank, but tough time for financials. Big question is, is this 52-week low the bottom for UBS? Closed at 51.00 after hours on August 14