Archive | August, 2010

Good Riddance to August 2010-Part 2 Safe Havens in Biotech and Gold

See Part One of the August review regarding the “bondfest”. We’ll spare you the review of what happened in August but now you know what worked- bonds and gold. Gold ended the month up 5.61% as it survived a correction under 1200 and brought in investors as fears of double dip and a waek dollar […]

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Good Riddance to August 2010- Part 1 Bonds for Everyman

The gloom and doomers are still out in force today but facing a little headwind as the market is stable to up helped by home prices and consumer confidence. Apparently the bulls were on vacation this August or frozen from clicking on something to buy except bonds. However the bond bulls rule  led by PIMCO […]

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Macro and Trading Rules-Risk Remains Off

Sequel to our Aug 11 post on “End of Summer Rally” If you hedged or exited stock positions on August 11 or  a couple of days earlier you would have saved 5% and much more on tech and smaller cap stocks.Since John Chambers of Cisco came on with his cautionary statements on August 11 the […]

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Successful IPO’s in Genomics Could Ignite Biotech Stocks

The IPO market is setting up for continued investor interest in the biotech sector. Two high profile genomics companies,Complete Genomics and Pacific Biosciences, have filed S-1 Registration Statements with plans to go public in the fourth quarter around the time when market seasonality becomes more bullish. Biotech has been a strong sector  in a choppy […]

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MicroFluidics(MFLU.0B) Update-Reiterate Buy at $0.85

Microfluidics released earnings on Tuesday with good results: $4.5M in Q2 Revenue a 30% increase over the same quarter in 2009. Net Income of $143k compared to a loss of $177k in the same quarter of 2009.($396k before EBITA). Achieved a gross margin of 64%. Began shipping the LV1 low volume Microfluidizer. R&D,Selling and G&A […]

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Summer Rally is Over-Risk is Off

Be thankful for the July rally that brought you 8-10% gains.It is time to protect your portfolio and play defense as market seasonality favors the bears from mid-August through mid-October. September can be the worse month so be patient for the year-end rally.To make matters worse this market has a trading mentality where metrics and […]

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After the FED: Value Found in Global Pharma Stocks

The market recovered from bigger  losses with the S&P down 0.7%. The FED said economic growth will be modest and made two decisions for a neutral policy :  taking money from mortgage securities to buy treasuries and  keeping its balance sheet unchanged. This means money will not be drained from the system with the option […]

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Life Science Tools and Dx: Caliper(CALP) and Celera (CRA)Report Results

Two companies that have been restructured through M&A announced yesterday. Celera(CRA) was added to our model portfolio recently at 7, traded down 2% to $6.75 on missed guidance and a net loss of (.08) compared to a loss of 39 cents the same quarter of  previous year. Revenue guidance was lowered to $135-145M  from $145-155M […]

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Model Portfolio:Life Science Tools and Dx

Q1 P Original Price % Return Q 2 P 8/2/10 % Recom 3/29/10 P Ret. Abaxis ABAX 26.8 2/2/09 15 79 21.2 20.7 30 Celera CRA 6.8 3/28/10 7 6.49 6.85 -2 Exact Sci EXAS UR 4.2 Genomic Health GHDX UR 12.6 13.1 Genoptix GXDX UR 17.2 18.13 GenProbe GPRO 48 2/2/09 45 7 46.3 […]

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AACC Notes: Biomarkers for Cardiovascular Risk-hsCRP

Last week’s Plenary Session from the AACC featured Paul Ridker.MD,MPH from Brigham and Women’s Hospital ,Boston,MA speaking about Inflammation,hsCRP and Cardiovascular Prevention. The session reviewed data from the JUPITER trial for the use of statins in primary cardiovascular prevention. Dr. Ridker believes that the biomarker hsCRP (high sensitivity C-reactive protein) in combination with LDL are […]

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