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Good Riddance to August 2010-Part 2 Safe Havens in Biotech and Gold
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...
Good Riddance to August 2010- Part 1 Bonds for Everyman
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...
Macro and Trading Rules-Risk Remains Off
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...
Successful IPO’s in Genomics Could Ignite Biotech Stocks
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...
MicroFluidics(MFLU.0B) Update-Reiterate Buy at $0.85
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...
Summer Rally is Over-Risk is Off
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....
After the FED: Value Found in Global Pharma Stocks
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...
Life Science Tools and Dx: Caliper(CALP) and Celera (CRA)Report Results
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...
Model Portfolio:Life Science Tools and Dx
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...
AACC Notes: Biomarkers for Cardiovascular Risk-hsCRP
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...