Archive | February, 2015

SierraSnow Blog 2/27-3/3/15…. More Snowpack

More snow coming this weekend: Jet Stream  in Place earth :: an animated map of global wind, weather, and ocean conditions National Maps – NOAA’s National Weather Service 814prcp.new.gif 719×759 pixels Colder wetter bringing 12 in.+ Mammoth Lakes Weather brought to you by Howard Sheckter  

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Rayno Biopharmaceutical Stocks: PCYC Buzz Drive Biotechs Higher… Update-1

2/27 Friday After a big February biotechs turned red today with major ETFs off about 1%. In light of recent M&A talk about Pharmacyclics, Inc. (PCYC) at Market Cap of $16.6B we will look at other top Mid-Cap biopharmaceutical stocks for comparison to our motif below: ALNY, BMRN, INCY, MDVN, PBYI etc. Rayno Mid-Caps Outperform […]

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Rayno Dx and Tools: Update EXAS

Valuation Does Matter If Revenue Growth Slows Last week we posted a YTD summary of our diagnostics and tools focus stocks. Three stocks that are up over one year but have been weak in 2015. We said that revenue guidance and technicals will be important for: Exact Sciences (EXAS), Genomic Health (GHDX) and Neogen (NEOG). […]

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SierraSnowBlog: Tiny Bit of Relief Coming Up…Update 2/23 Powder Day

2/23/15 I was at Mammoth Mountain today with light winds, partly sunny, temp in 20s. There was 8-12 in of light powder with great runs off Chairs 1, 2, 3 and 12 in early am. Stay tuned for March forecast. Colder With Some New Cover Even NOAA confirms precipitation and colder weather ahead beginning Sunday. […]

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Rayno Dx and Tools: 2015 Q1 Mid Quarter Update-FMI, CSII, HOLX, ALR

Bullish Trend Continues for Mid-Cap Growth Stocks The Life Science Tools and Clinical Diagnostics sector kept pace with major life science ETF performance. Major  ETFs (FBT,IBB,XBI) are up about 10% YTD and our top performers are up over 10%. We will provide an update of our  Clinical Diagnostics portfolio after all earnings reports are in. […]

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Biotech Bull Market: Trends to Watch in 2015 #1

What will it take to drive the biotech sector to new highs? As we approach new highs for the biotech sector in 2015 here are some market trends to watch as the technicals get a little choppy. The next major indicator will be 2015 Q1 earnings. Stay tuned. Momentum of high fliers is broken and […]

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Rayno Biopharmaceutical Portfolio Performance: Sector is up 80% from 7/1/13 to 2/11/15

Biotech Stocks Up YTD Despite Choppy Tape NASDAQ 4857.61 approaching March 10, 2000 high of 5048.62 IBB at 320.42 up 5.63% YTD and 351% over 10 Years We have updated our post from 7/1/13 on the Rayno Biopharmaceutical Portfolio with re-balancing.  We are approaching all time highs touched in late January 2015. The life science portfolios […]

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Biotech Stocks Rally With Broad Market-Energy A Loser

Energy Stocks Down-Biotech and Healthcare Stocks Are Leaders NASDAQ Up 1.30%     4787 After a few days in the doldrums biotech stocks rallied across the board escaping the drag of macro news. Healthcare and technology sectors were among the leaders of the day moving in the opposite direction from energy. There have been dual […]

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SierraSnowBlog: “Box of Chocolates Storm” This Weekend 2/8/15

Update-1.. 2/6 Big rain is hitting NorCal. NB many are calling this storm a “Pineapple Express ” but if you click on “AR event” below you will see that it is more based on West to East orographic lifting not necessarily an event out of Hawaii. A technical nuance. Models now showing 6-7 in ppt […]

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Biotech Bull Market: Top ETFs Outperform Mutual Funds Over 2 Years

Can Healthcare/Biotechnology Funds Outperform ETFs in 2015? In January of 2013 we compared three of the most liquid life science ETFs to some of the top mutual funds in the sector. Review our 2013 summary but the conclusion at that time was that ETFs provided better returns than mutual funds over a five year period […]

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