by Rod Raynovich | Aug 31, 2010 | BIOgraph, Macro
See Part One of the August review regarding the “bondfest”. We’ll spare you the review of what happened in August but now you know what worked- bonds and gold. Gold ended the month up 5.61% as it survived a correction under 1200 and brought in...
by Rod Raynovich | Aug 31, 2010 | Macro, RAG
The gloom and doomers are still out in force today but facing a little headwind as the market is stable to up helped by home prices and consumer confidence. Apparently the bulls were on vacation this August or frozen from clicking on something to buy except bonds....
by Rod Raynovich | Aug 26, 2010 | 2023-24 Life Science Portfolios, Macro
Sequel to our Aug 11 post on “End of Summer Rally” If you hedged or exited stock positions on August 11 or a couple of days earlier you would have saved 5% and much more on tech and smaller cap stocks.Since John Chambers of Cisco came on with his...
by Rod Raynovich | Aug 17, 2010 | 2023-24 Life Science Portfolios, BIOgraph
The IPO market is setting up for continued investor interest in the biotech sector. Two high profile genomics companies,Complete Genomics and Pacific Biosciences, have filed S-1 Registration Statements with plans to go public in the fourth quarter around the time when...
by Rod Raynovich | Aug 12, 2010 | 2023-24 Life Science Portfolios, BIOgraph
Microfluidics released earnings on Tuesday with good results: $4.5M in Q2 Revenue a 30% increase over the same quarter in 2009. Net Income of $143k compared to a loss of $177k in the same quarter of 2009.($396k before EBITA). Achieved a gross margin of 64%. Began...
by Rod Raynovich | Aug 11, 2010 | BIOgraph, Macro
Be thankful for the July rally that brought you 8-10% gains.It is time to protect your portfolio and play defense as market seasonality favors the bears from mid-August through mid-October. September can be the worse month so be patient for the year-end rally.To make...
by Rod Raynovich | Aug 10, 2010 | BIOgraph
The market recovered from bigger losses with the S&P down 0.7%. The FED said economic growth will be modest and made two decisions for a neutral policy : taking money from mortgage securities to buy treasuries and keeping its balance sheet unchanged. This means...
by Rod Raynovich | Aug 4, 2010 | RAG
Two companies that have been restructured through M&A announced yesterday. Celera(CRA) was added to our model portfolio recently at 7, traded down 2% to $6.75 on missed guidance and a net loss of (.08) compared to a loss of 39 cents the same quarter of previous...
by Rod Raynovich | Aug 3, 2010 | 2023-24 Life Science Portfolios, BIOgraph
Q1 P Original Price % Return Q 2 P 8/2/10 % Recom 3/29/10 P Ret. Abaxis ABAX 26.8 2/2/09 15 79 21.2 20.7 30 Celera CRA 6.8 3/28/10 7 6.49 6.85 -2 Exact Sci EXAS UR 4.2 Genomic Health GHDX UR 12.6 13.1 Genoptix GXDX UR 17.2 18.13 GenProbe GPRO 48 2/2/09 45 7 46.3 45.9...
by Rod Raynovich | Aug 3, 2010 | BIOgraph
Last week’s Plenary Session from the AACC featured Paul Ridker.MD,MPH from Brigham and Women’s Hospital ,Boston,MA speaking about Inflammation,hsCRP and Cardiovascular Prevention. The session reviewed data from the JUPITER trial for the use of statins in...
