by Raynovich Rod | Mar 28, 2013 | 2024-25 Life Science Portfolios, Biopharmaceuticals
Rayno Life Science Stocks Having A Nice Q1 Ending Run Well known Large Caps Dominate Rayno focus stocks that are running up 2% + today: AMGN, AMRI, ASTX, BIIB, GILD, QGEN, and REGN. The Biopharma sector is outperforming Tools and Dx for Q1. Tools and DX winners for...
by Raynovich Rod | Mar 22, 2013 | BIOgraph, Biopharmaceuticals
Rayno Biopharmaceutical Stocks In a Stealth Rally-Most Core Positions Up No changes have been made in core portfolio positions except as noted below. See update in Seeking Alpha. Action today with strong charts since Feb 26 Sell-Off ALXN ($93) stable and recovering...
by Raynovich Rod | Mar 21, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, Clinical Diagnostics and Tools
Rayno DX Focus stocks are ABAX, ALR, CPHD, EXAS, GHDX, NEOG, QGEN, QDEL, RGDX, SQNM. New Highs in Q1: ABAX, NEOG, QDEL, TMO Company Ticker Price Rev Q4 Rev Price 2011 P/S PE PEG SE Mcap May’11 2012 yr 2012 21-Mar Rev P/B $B GenProbe* GPRO 80 642 143 sold...
by Raynovich Rod | Mar 14, 2013 | Biopharmaceuticals, Macro
Technicals Matter in a MOmentum Market Some important trends are developing in momentum stocks some of which are on in our Life Science Portfolio. As we have written previously many momentum stocks are being driven by media buzz, novel business models and sponsorship...
by Raynovich Rod | Mar 11, 2013 | 2024 Rayno Tools and Diagnostics Portfolio
Big Movers on a Blah Day Abaxis (ABAX $45.87) all time high. Albany Molecular (AMRI $10.41) 3 year high, outlook up Alere (ALR $24.17) laggard value stock with novel health information strategy Cardiovascular Systems (CSII $19.03) up 15.33% Sequenom (SQNM $4.53) up...
by Raynovich Rod | Mar 8, 2013 | Weather//Ski Reports-Western US
Winds on the the increase today with snowfall developing later tonight…..Snowfall on and off through Friday followed by slow improving weekend weather…..Then very nice WX early next...
by Raynovich Rod | Mar 6, 2013 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Sector Drivers include Technology Innovation and M&A The Life Science Tools and Diagnostics sector is important for diversification of any biotechnology portfolio.The stocks are less volatile than biopharmaceuticals and less driven by momentum players because the...
by Raynovich Rod | Mar 5, 2013 | 2025 Rayno Biopharmaceuticals Portfolio, Macro
FED Fuel Fans Feuer The monetized momentum market rolled on today despite the backdrop of bearish commentary from celebrity pundits and strategists. With the DOW hitting new highs at 14,263 (and forgetting about the 2001 NASDAQ 5000 high which is still 2000 points...
by Raynovich Rod | Mar 4, 2013 | BIOgraph, Biopharmaceuticals
Biotech Rally Takes Sector to New Highs After a brief lull many biopharmaceuticals stocks are rallying over 2% today. Recently we reiterated Cubist (CBST $45.38) up 4.4% and Optimer (OPTR $12.62) up 3.34% and both are among big movers today. Taking the lead from some...
by Raynovich Rod | Mar 1, 2013 | Macro
High Beta Technicals-Resiliency Rules With NAZ, Dow and S&P up about 0.24%. Lots of volatility today with MO stocks as BIG money trolls along: CLDX ($10.34) up 54.8% YTD, $640M Market Cap. IBB ($149) ETF up 1% at new highs should hit $150. INFI ($43.95) up 6.5%...
