BioTech

In July, Investors Were Guests at the Market’s “Red Wedding”

In July, Investors Were Guests at the Market’s “Red Wedding”Bysilveristhenew|PublishedAugust 2, 2015wallstreetexaminer.com / by Michael E. Lewitt / August 2, 2015This is a syndicated repost courtesy of Money Morning. To view original,click here.The simultaneous blood baths in commodities and U.S. stocks continued in July but failed to penetrate the skulls of U.S. stock investors who continue to allow themselves to be brainwashed into […]

Smart investment 1 – Getting started

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Smart investment 1 – Getting started

See which stocks are being affected by Social Media

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Alfidi Capital Visits The MoneyShow San Francisco 2015

The annual pilgrimage to the MoneyShow San Francisco has been my ritual since graduate school. Experts keep my financial knowledge base refreshed. Times change and shows like this one will eventually be completely virtual. The highlights for 2015 covered the disruption of financial advising and health care. I don’t need to repeat the most important talks because those will eventually […]

Black Swan Diving Into Pavement: For Fun and Profit

Corporations import Third World deflation (poverty) and Central Banks turn it into 0% capital for speculation. It’s exactly what an Idiocracy would do, given the chance. Instead of questioning the use of 0% interest rates to fix a catastrophe caused by 1% interest rates, the Idiocracy went to work monetizing poverty.This entire creep show…0% interest rates, blue light specials, stock […]

This is Why Amgen is Soaring

By Ben LevisohnInvestors love biotech stocks, but heading into July, Amgen (AMGN) was unloved, especially compared to its other biotech giants like Regeneron Pharmaceuticals (REGN), Gilead Sciences (GILD) and Biogen (BIIB). No longer. Shares of Amgen have jumped nearly 6% after reporting better than forecast earnings and raising its guidance. UBS analyst Matthew Roden has the details:
Amgen reported another strong […]

These are the Biggest Risk to Biotech – Stocks to Watch – Barrons.com

By Ben LevisohnIn a note this morning, BofA Merrill Lynch’s Christina Giannini and team note that the risk for big-cap biotech stocks–think Gilead Sciences (GILD) and Biogen (BIIB)–and small-cap biotech stocks–everything else–are quite different. They explain:
Associated Press

Biotech is now more passive than actively managed: Perhaps due to the difficulty picking stocks within such an idiosyncratic sector given the complicated science […]

Finding small and unloved alternatives in hot sectors

Health care and consumer staples continue to be among the best-performing sectors on North American equity markets, with both established names and emerging companies getting love from investors. But all that attention creates high valuations, raising concerns about the potential upside for future returns and what might happen if sentiment takes a turn for the worse.There are still plenty of […]

#MarketUpdate: Is the growing US economy going to lead to a rate…

#MarketUpdate: Is the growing US economy going to lead to a rate hike in 2015?Stocks are mixed today, as the growing US economy appears consistent with comments by the Federal and possibly setting up a 2015 rate hike. Dow -0.02%, S&P -0.1%, Nasdaq +0.2%, R2000 0.1%On the economic front, quarterly GDP showed us that the economy picked up the pace […]

FED Rallies Market But Biotech Stocks Are Lagging

Market Rallies on FED comments but Biotechs are Left Behind
FED Expected to Raise Rates as Labor Market Tightens
The FED stands pat on rates but is on track to raise rates later this year, possibly at the September meeting, as jobs are on track but inflation is still not above 2%. The market began rally at 2P EDT after the FED […]