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La Nina Cold Storm Has Brought Relief to Sierras…Update -1
Update-1 3/14 ...Another 10-12 inches coming tonite and Monday. Then check sites below fo more snow coming by end of the week. Great Skiing at Mammoth Mountain- LaNina Cold Storm Sorry for this late...
Healthcare Stocks Caught in a Market Correction: Are they Growth or Value?…Update on Rally Day
Update on rally day 3/9/21 1:22p Biotech and Healthcare Movers per Post Tech stocks rally on reversal trade. Biopharma positioned between value and moderate growth. COVID Vaccine stocks all up big...
Speculative Appetite is Sinking in Biotech with Latest Rotation…Update-1 Reversal?
Update-1 3/5/21...2:30p-Large Cap Biopharmas Firming Up See our last Large Cap Review . IBB up 0.73% at $148 handle. Regeneron up 3% off bottom, FWD PE 11.31, P/S 5.7, 11.75 QtQ sales growth . Nice...
Biotech Stocks Can Provide Growth and Value in a Volatile Market…Update-1 Rally time!
Best Rally Since June 2020 Eases Fear of Rate Rise A rise in Treasury yields curbed the Government Bond rout from last week. Vaccine roll out now with JNJ continues to be the driver with hopes of...
Whoa -Do We have Stealth Correction in Biotech Stocks?…Update-2
Update-2 2/25...Correction seems more real just after market indices hit new highs yesterday: QQQ down 3.49% piercing 200 MA at $312.83. An unusual down day when both bonds and stocks take a hit...
Large Cap Biopharma Stalled With Move to Small Caps and Reflation Trade…Update-2 Sell-Off
Update-2 2/17-11a...Biopharma stocks up on a down day: ABBV, AZN, BMY, MRK, VRTX with IBB off 0.5%. Update-1 Continued Sell-off in Biopharma and now Coronavirus Stocks The market was flattish with...
Healthcare Sector Lags But Small Caps are Strong…Update-1 -FEB 11-AXDX, GNMK
Update-1 FEB 11, Momentum easing with some good stocks moves, XBI off 1.3% to $165.83. Coronavirus focus stocks are mixed with our holdings doing well. ABT up 1.24%, HOLX up 0.53% and Genmark...
Healthcare Portfolio Update -January 2021…Update-1 Strong bounce-back
Update-1 Strong bounce-back with NAZ up 2.55% and XBI up 4.36% to $159.54 XBI rally mirrors IWM up 2.62%. Technology running strong with QQQ up 2.72%. Second their COVID Vaccine plays up again:INO,...
Atmospheric River Sierra Storm …post storm update for CA 1/31/21
1/31 21 post storm update: Great Photos from LATimes. Danger in the Dump at Mammoth. ========== Atmospheric River (AR) Sierra Storm Approaching: Cold Moderate AR We will provide updates and here are...
Frothy Daze Are Here Again!..Update-2 VIR rolls over!
1/28/21 Update-2 VIR Hits $140 yesterday then rolls over to $58+ today! JPMorgan downgraded VIR letting some of the air out of the ballon. The recent speculation may have been about a VIR antibody...