Sell Alert: Herbalife 4.25% Convertible Bonds

On February 13, we issued our Distressed Investing report A New Burst Of Life, in which we recommended purchasing Herbalife’s 4.25% convertible bonds due June 15, 2028. Today, we are recommending selling the bonds, to realize a return of 35% from our entry price. Our thesis for recommending the bonds less than five months ago

The Real Warning Signs Investors Are Ignoring

Over the last several years, the U.S. jobs market has gradually transitioned from red hot to lukewarm. But in the last several months, the labor market has gone from lukewarm to ice cold. In this issue, we look at five companies that we feel will be resilient to any economic downturn that might result from this.

Sell Alert: JetBlue Airways 0.5% convertible bonds maturing April 1, 2026

Today JetBlue Airways (Nasdaq: JBLU) announced a new round of cost cuts as travel demand remains sluggish. The company is reducing its schedule and ending service to certain markets. JetBlue CEO Joanna Geraghty indicated the company is unlikely to achieve its previously stated goal of a breakeven in operating margin this year. Since we recommended

Sell Alert: Iovance Biotherapeutics (Nasdaq: IOVA)

Dear Biotech Frontiers subscribers, One of the most important qualities that separates professional investors from amateurs is the capacity to face reality when it becomes clear an investment thesis has broken down. As I’ve said before, hope is not a strategy. Unfortunately, that moment has come regarding our Biotech Frontiers investment in Iovance Biotherapeutics (Nasdaq:

Sell Alert: Hughes Satellite 5.25% 8/1/2026 Bond

EchoStar (Nasdaq: SATS) reported its results for the quarter ended March 31. The news pushed up our Hughes Satellite bonds to a price where we recommended selling.  Operating profit for the Hughes Satellite business – the business that issued the 5.25% secured bonds maturing August 1, 2026, in the Distressed Investing portfolio – rose 8.1%

Sell Alert: QVC 4.375% Bond Maturing 9/1/2028

In Distressed Investing’s December 2024 issue “Rising From The Ashes,” Marty Fridson and his team recommended buying QVC’s 4.375% bond maturing September 1, 2028, then at $840, up to a price of $860. The bonds currently trade for $878, up 4.5% from the entry price. We liked QVC’s business –- which had been improving – 

Sell Alerts: TG Therapeutics (TGTX) and Humacyte (HUMA)

Dear Biotech Frontiers subscribers, I’m writing to you with two sell recommendations from the Biotech Frontiers portfolio this morning – one driven by good news, the other by bad. Let’s start with the good news. Last July, we recommended TG Therapeutics (Nasdaq: TGTX) with an entry price of $18.79 per share. We suggested that TG

Sell Alert: ETN Stop Loss Triggered

Shares of electrical infrastructure provider Eaton Corp (NYSE: ETN) fell below our stop loss price of $338.83 yesterday. If you haven’t yet sold shares, we recommend exiting the position. We will use the recommended stop loss as the official exit price for our model portfolio. We recommended Eaton on September 18, as part of a

Sell Alert: Sell Shares of uniQure (QURE)

This morning, uniQure (Nasdaq: QURE) – which we originally recommended as part of our basket of 10 negative-EV stocks in January with an entry price of $6.62, and recommended again as a standalone pick in October with an entry price of $4.54 – issued a press release announcing that the company has reached an agreement