Archive | RAG

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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Rayno Life Science Portfolio: Cephalon (CEPH) Up 27% After Hours on Valeant (VRX) Hostile Bid- UPDATE

3/30/11 Update CEO Michael Pearson of Canadian based Valeant (VRX) reiterated his determination(live on CNBC this am) for buying Cephalon (CEPH) after being stalled by the Board of CEPH after initial discussions.Mr. Pearson stated he wanted to move quickly and if the deal stalls he would withdraw his bid for the Company.It is possible that […]

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Who Knew “Land Banks” Were Off-Balance Sheet?

It was 2005, the peak of the housing bubble and housing stocks were running wild. Toll Brothers (TOL) and Lennar (LEN) stock were at 60. There was no end to housing with Wall Street buying up mortgages faster than brokers could sell them. One of the many creative ploys feeding the frenzy was for the […]

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