InovioIt is extremely difficult, in my opinion, to select specific companies with breakthrough drugs that will get approved by the U.S. Federal Drug Administration. One of my top five holdings is Inovio Pharmaceuticals (INO). I believe that stock may have upside if the company jump through all the FDA regulatory hoops for drug approval. As I said, it is difficult to choose specific biotech companies where there is so much insider information not available to me. I prefer to buy the enter sector with an investment in the ProShares Ultra Nasdaq Biotechnology ETF (BIB).
SkyworksI also own a position in Skyworks Solutions (SWKS), which has delivered strong earnings in recent quarters. In addition, I am also positive about the prospects for Gentherm (THRM) and Ambarella (AMBA). Both have delivered steady long-term growth that I like to see.
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