Bret Jensen

Full-time Investor
Bret Jensen was chief investment strategist from 2008-2011 for Simplified Asset Management (S.A.M.), a small long/short hedge fund based in Miami. The fund was in top 5% of long/short hedge funds for total return in its first full year (2009) as ranked by Hedgeco fund database (more than 450 funds ...more
Following: 27 Followers: 2767

ALL CONTRIBUTIONS

Keep The Faith On This $4 Biopharma Stock
Tuesday, November 17, 2020 8:56 AM EDT
BDSI has seen explosive revenue growth its core flagship product BELBUCA since the end of 2017.  Unfortunately, that huge sales ramp up has drawn little applause from Wall Street.  This makes BDSI an incredibly cheap growth play.
In this article: BDSI
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3 Stocks Insiders Are Buying
Saturday, July 13, 2019 9:00 AM EDT
The market opens the week on a weaker note as all the major indices are slightly in the red as we approach the noon hour this Monday.
In this article: CCL, GEF, CNFR
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The Biotech Analyst Run Down For Friday, June 12, 2019
Friday, July 12, 2019 9:00 AM EDT
The biotech sector was off nearly one and a half percent in trading yesterday. Investors are waiting to hear the details of the administration’s new initiative to reduce drug prices by pegging.
In this article: FATE, RDHL, NOVN, RYTM
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The Market Is Bullish On These 11 Stocks
Tuesday, August 2, 2016 10:52 PM EDT
Stick to any of these ten companies if you’re looking for a new opportunity in the market. With long-term growth trends still in their early innings and growth prospects fueled by economic tailwinds, you can invest in these stocks with confidence.
In this article: CLDT, DRH, LEN, TPC, AMGN, CELG, STRL, ABBV, TPH, LGIH, TMHC Also: SBUX, META, GOOGL
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7 Stocks To Buy In The Market’s 3 Hottest Sectors
Saturday, July 30, 2016 1:58 PM EDT
Invest in the momentum of these seven stocks spanning three different sectors that all have strong economic tailwinds lifting their revenues, profits, and stock prices higher.
In this article: LVS, PGNX, AAPL, QCOM, PETX, LGIH, TMHC Also: TOL, RLYP
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4 Likely Biotech Takeover Targets To Buy
Saturday, July 23, 2016 4:53 PM EDT
After biotech stock Relypsa was bought out last week for a 60% premium, the odds of M&A heating up in this sector increased dramatically. Bret Jensen shares four more likely takeover targets that should be on your watchlist.
In this article: ACAD, ARDX, SGYP Also: SNY, MDVN, PGNX, RLYP, AZN, BIIB, ZSPH, AGN, VRX
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Comments

Latest Comments
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
8 years ago

Sold AVNR at buyout price of $17. Still hold the rocket know as ZIOP but have sold some $10 calls against part of position given lucrative premium and huge run. Still hold SGYP

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
8 years ago

I believe you posted this question and I answered on seekingalpha, correct me if I am wrong. Thanks for following and Happy Hunting.

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
8 years ago

Depends on your risk tolerance, certainly not a bad way to go. I usually have 50% to 75% of biotech/biopharma in three or four large caps with visible earnings growth. The rest is in 12 to 15 much more speculative small caps looking for the home runs (AVNR, NVAX, LCI,TTPH, ZLTQ) that I have nailed over the past couple of years....which balances out the frequent strike outs that are a part of investing in this volatile space. Happy Hunting.

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
2 Hot Biotechs Set To Deliver Paydays To Investors In 2015
8 years ago

Thanks. It is an interesting stock that is starting to get some notice.

In this article: IBB, ZIOP, ENTA, GILD, ABBV, DVAX, AZN, AGEN
3 Cult Stocks To Avoid In 2015
8 years ago

Thanks. GILD one of the cheapest large cap growth plays in the market right now....

In this article: TSLA, AMZN, GPRO
2 Triple Digit Winners For Under $2
8 years ago

Have it on my "to do" list. Getting device in channels for reimbursement is going to be company's main task over next year.

In this article: NAVB, ETRM, ZLTQ, LCI, AGEN, HALO
Conatus Pharmaceutical: Act II In Fighting Liver Disease
8 years ago

Always good to spread your bets across this very volatile sector. That is why I place many more tiny bets across myriad names in small cap biotech plays. I have dubbed this "ShotGun Investing" in many pieces on SeekingAlpha and Real Money Pro. Also why my monthly newsletter Small Cap Gems (smallcapgems.com) has several names including have been very fortunate to have AVNR as one of inaugural picks in July. Great run before being bought out this month. Have looked at LJPC before but will take another look. Thanks for the comment. Happy Hunting.

Bret

In this article: JNJ, PFE, ACHN, GILD, CNAT
1 to 7 of 7 comments

STOCKS I FOLLOW

A Agilent Technologies Inc.
AAPL Apple Inc.
ABB ABB LTD.
ABT Abbott Laboratories
ARO Aeropostale Inc.
BBT BB&T Corporation
BBW Build-A-Bear Workshop Inc.
BKCC BlackRock Capital Investment Corporation
BMO Bank of Montreal
BNS The Bank of Nova Scotia
JOY Joy Global Inc.
JPM JPMorgan Chase & Co.
KBH KB Home
KBR KBR Inc.
KCAP KCAP Financial, Inc.
KDN Kaydon Corporation
KEG Key Energy Services Inc.
KERX Keryx Biopharmaceuticals Inc.
KEYN Keynote Systems, Inc.
KFY Korn Ferry International
KKR KKR & Co. L.P.
KLAC KLA - Tencor Corporation
KLIC Kulicke and Soffa Industries, Inc.
KO The Coca-Cola Company
KOG Kodiak Oil & Gas Corp
RUTH Ruth's Hospitality Group Inc.
SHOR ShoreTel, Inc.
SIGA SIGA Technologies Inc.
SN Sanchez Energy Corporation
TEF Telefonica S.A.
TER Teradyne Inc.
TESO Tesco Corporation
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TWEETS

PERSONAL BLOG

Latest Posts
Biotech Forum Daily Digest For February 16th
The market has staged a huge bounce-back rally this week after two weeks of brutal declines. Teva Pharmaceuticals gets a boost from the Oracle of Omaha and Apricus Biosciences implodes after CRL from the FDA.
In this article: APRI, PCRX, TEVA, AMAG, ADVM, ATRS
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Work Experience

President
Wolf Consulting Services
August 2010 - Present (13 years)
Manager
American Express
2000 - 2010 (10 years 6 months)

Education

Arizona State University
Bachelor of Science of Finance

Publications

Investors Alley
Bret Jensen

Investors Alley is an investment research publisher providing unbiased actionable investing and trading advice to individual investors. I serve as the lead analyst for small cap and turnaround stocks and serve as the editor for newsletters covering both.

Newsletter issues contain independent, vetted investment research in the small cap and turnaround space including deep dives into individual stock opportunities, updates on current portfolio holdings, and performance tracking and commentary. 
Small Cap Gems - $99 Annually
Bret Jensen
Investors Alley

The focus of the letter is to give you high quality research on small cap stocks poised for double and triple digit growth. This can sound a little over the top… I get all the ads from other newsletters, too.

But there’s a fundamental difference between those letters and mine: I buy the stocks I recommend.
Turnaround Stock Report - $499 Annually
Bret Jensen
Investors Alley

The focus of The Turnaround Stock Report is to recommend stocks that provide opportunities for relatively fast, attractive profits around stocks that have been oversold on the news, beaten down by flighty investors, had management shaken up and the whole company turned around.

Each issue of The Turnaround Stock Report is filled with recovering stocks, “busted” initial public offerings, companies where activist investors have shaken up management and moved the company forward.

These are the companies that most investors are too scared to touch. They see the past as being an indicator of future performance. And while that may hold true for many stocks, these are different. These are companies we zero in on for huge profits.