by Rod Raynovich | Aug 31, 2011 | 2023-24 Life Science Portfolios, Macro
Worse August in a Decade Down 6%-Economic Data Still Foreboding and Macro Headwinds Remain If you were on vacation for the month of August and reviewed your “balanced” portfolio today you might wonder what everyone was freaking out about. Treasuries were...
by Rod Raynovich | Aug 29, 2011 | 2023-24 Life Science Portfolios, BIOgraph
Personalized Medicine Achieves Milestone with Lung Cancer Drug Friday’s rally picked up steam today as devastation from Hurricane Irene was less than expected and consumer spending was up. Greek stocks also rallied on a bank merger. Why are Greek stocks boosting...
by Rod Raynovich | Aug 26, 2011 | 2023-24 Life Science Portfolios, BIOgraph, Macro
Can Congress Ignore a 78% Disapproval Rating? All the anticipation of the FED and Jackson Hole went to the ZEN mode-do nothing and the market will rally. Investors apparently were interpreting this as the economy isn’t bad enough to warrant stimulus. Around...
by Rod Raynovich | Aug 25, 2011 | BIOgraph, Macro
A day before the Bernanke addresses the public on potential FED plans and the state of the economy the market reverted back to the Euro Debt crisis selling tracking the European stocks decline. The market major indices sold off 1.5% while the FTSE-100 was off 1.44%....
by Rod Raynovich | Aug 24, 2011 | BIOgraph, Macro
Drug Stocks with Dividends for Safety and Appreciation On Monday AM we thought blue chip drug and biotech stocks were poised to rally and we were rewarded. The S&P has come back to early August depressed levels but we have a double bottom in August. Healthcare...
by Rod Raynovich | Aug 21, 2011 | BIOgraph, Macro
Got Gold and U.S. Treasuries? It is impossible to really describe the market turmoil in the space below so let this post from Investor Uprising suffice. With 10 Year treasuries under 2% and Gold approaching $1900 fear is pervasive. Bankers meet in Jackson Hole next...
by Rod Raynovich | Aug 16, 2011 | 2023-24 Life Science Portfolios, BIOgraph
No Eurobond and Possible Financial Transaction Tax NASDAQ down 0.9% % and S&P down 0.7 % as Bear Returns but Off Session Lows Earlier in Trading The three day stock market rally is on hold for now as the global debt crisis hits home again. Gold is poised to close...
by Rod Raynovich | Aug 15, 2011 | 2024 Rayno Tools and Diagnostics Portfolio, BIOgraph
Summary of Q2 Earnings and Valuation Metrics of Selected Pure Play Dx Companies Company Ticker Price RevEst Q1Rev Q2Rev Price Mcap P/S PE PEG 5/18/11 $M Yr. $M 15-Aug $M GenProbe GPRO 80 579 143 136 60 2900 5 29 2 Abaxis ABAX 28 157 37.5 36 23.9 544 3.46 41 2.3 Alere...
by Rod Raynovich | Aug 4, 2011 | BIOgraph, Macro
Global Debt Crisis Weighs In-Everything is Interconnected Panic selling has eased after European market closes but we are still down 3%. 10 Year treasuries are under 2.5%.Banks cannot handle the flow of money to safety and may actually charge for opening an account....
by Rod Raynovich | Aug 3, 2011 | BIOgraph
Time to Follow the Technicals If you missed the morning action today you were better off unless you were bargain hunting. It looked like another ugly free-fall day at about 10 am EDT until some trigger set off buying with a lot of choppiness but then volume picked up...
