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No Panic Just Take A Little Off:Caution- Update Rally 2/16

Market Reversal and a  Light Sell-Off Technicals and a market reversal particularly a $20+ drop in AAPL gives us reason to take profits or hedge after a great start to 2012. The S&P is up  7% YTD,  NAZ up 12% YTD, and the IBB biotech ETF up 16% YTD near its all time high. Some [...]

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Trends from the JPMorgan Healthcare Conference 2012

Healthcare: Broad Trends and Business Concepts for 2012 Last year we published an overview of trends for the 2011 JPMorgan Conference. Here is a very brief review from this year’s Conference: The lagging Life Science Tools sector was ignited by new sequencing and genetic analysis products from Life Technologies (LIFE) and Illumina (ILMN). NIH and [...]

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Rayno SnowBlog: High and Dry- Dry Curse of La Nina is Back 1/31

We had a powder weekend in Mammoth with 3ft Jan20-22 but nothing on the horizon for 10 days. Check Alta, Northwest like Mt Baker or BC and maybe Big Sky. http://www.cpc.ncep.noaa.gov/products/predictions/814day/814day.02.gif http://weather.unisys.com/gfsx/gfsx.php?inv=0&plot=hght&region=us&t=5d http://weather.unisys.com/gfsx/gfsx.php?inv=0&plot=hght&region=nh&t=7d ————— The forecasters have turned on the WHITE. Howard Sheckter calls the turn and end of  the abysmal sunshine! San Francisco Weekend Weather [...]

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Three Small Cap Stocks for a Rebound in January: AMRI,ASTX,SRLS-UPDATE 1/5/12

January Rally on Schedule for Small Cap Biotech Stocks Three Picks we made on December 14: Albany Molecular (AMRI $2.89) Up 16% Astex Pharmaceuticals (ASTX $1.94) Up 19% SeraCare (SRLS $3.00) Up 1.7% Three healthcare conferences in San Francisco next week Jan. 9-13 should provide news and perhaps another boost for biotech stocks: J.P.Morgan Healthcare [...]

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Macro News Kills Holiday Buzz: Markets Off 1.6% and More

Rally Hits a Wall at S&P Q4 High of 1265, Down 2%  to 1237 You have heard all the compelling reasons to jump into this market: Seasonality is strong from November through May Charts look good Lots of cash on the sidelines, everyone is underinvested Interest rates are too low for alternative investments- 10 yr. [...]

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Macro “Risk On”: Life Science Stock Follow Up 3.4%

Rayno Life Science Portfolios Up 3.4% Two big up days this week were driven primarily by high expectations by Central Bank coordination to cut the cost of emergency dollar funding and news from the People’s Bank of China to cut the reserve ratio.US economic data was also positive with private sector job gains and the [...]

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