Author Archive | Rod Raynovich

Another Big Rally on Europe Non-News: Biotech Sector Lagging

Another stealth rally led by financials took the S&P 500 up 2% helped by a turbo boost in the last 90 minutes as The Guardian reported that France and Germany agreed to boost the rescue fund.Oil prices rebounded driving energy shares higher. Some pundits as well as EU officials were skeptical of the Guardian news […]

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Collateral Damage from Illumina (ILMN) Warning: Looking For New Buys

11/21/11 The diagnostics and tools sector remain weak trading down about 1.9%  slightly better than NASDAQ down 2.5%. Within the life sciences we prefer biopharmaceutical stocks because of M&A potential and less sensitivity to earnings. From October 11,2011 Despite a nice rally yesterday we are still cautious on the tools and diagnostics sector. Within the […]

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Investor Uprising – Guide to Biotech Investing

There is an excellent Guide to Biotech Investing on the Investor Uprising blog.  You will need a IU account to view the document  http://www.investoruprising.com/document.asp?doc_id=206689  

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Innovations Continue to Drive Market Gains

Over $50B in Product Sales Have Been Posted in the Last 20 Years as a Result of Biotech Advances Biotechnology stocks were up about 12% over the past 12 months through February 2011, underperforming the Nasdaq, which was up 29%. The NYSE Arca Biotech ETF did better, up 23%. Since the recent market bottom in […]

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Life Science Stocks Rally into the Third Day Up Over 2%

Risk is on for Life Science Stocks The rally that began late tuesday continued into the third day with major biotech indices up over 2%.The Rayno Life Science Portfolio was up 2.2% with recent reiterated buys up even more: AMRI, EXAS, GPRO, OPTR,  REGN, SGEN, and VPHM.  Illumina (ILMN $39.93) was off 0.2% and the […]

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Another Wild Day: Market Roars Back in Final 40 Minutes

Market Turns Up at 3:18 EDT for 2.28% Gain in S&P: 1080 is the mark for a 2011 bottom After a roller coaster day where stocks were ready to break the scary 1080 level on the S&P, it abruptly reversed course for a 4.1% gain from the bottom. As usual the headline (or shall we […]

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Sell-Off Breaks Through August 9 Technical Bottom: Biotechs Weak

Concerns About The Global Economy And Massive Debt Bring Us To Bear Market Boundaries The first day of the fourth quarter of 2011 held out hope for a new market direction, but the relentless selling from Q3 persisted with the major averages off more than 2.5%. The market tried to rally in the first two […]

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Rally Rolls Over: Trading Range Intact-Biotech Outperforms in September

A 2.7+% rally faded today as European debt crisis  headlines put a damper on optimism. Many of the pundits were skeptical of the rally saying it was driven by short covering. Biotechs Outperforming This Month With all of this volatility you’d think we found a trend. But the three day rally has only brought the […]

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Nasty Day Reminds Us: The FED is Running Out of Juice

S&P Sells Off 2.94%-Caution Comes Back as Market is Down 4% in 3 Trading Days Something happened, but maybe we were just reminded that the economic picture is still grim and monetary policy has done what it can. Europe is still a time bomb with funding for Greece  not resolved and even Italy on the […]

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Healthcare Sector Gets Upgrade from Morgan Stanley

Biotechnology,Pharmaceuticals and Healthcare Providers Are Most Attractive After a five day rally led by chips, tech and industrials Morgan Stanley came out today calling the healthcare sector an overweight. Adam Parker, the US Equity Strategist published a report with the key themes and top picks by the US Healthcare Team. In a detailed 25 page […]

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