Blog / Archives
Stealth Drought Hits Sierras and California–April 12 heavy rains and snow eases drought risk
April 12 A Very Wet Spring Eases Drought Risk (data coming with 2.66 inches in April) Stealth Drought Hits Sierra Nevada in 2020 Dry Spell Yet Ahead But Previous Wet Years Have Allayed Concerns. I...
Raygent Focus Stocks -2020: Bristol-Myers, (BMY), Glaukos (GKOS),Teledoc (TDOC)…Update-2
Update-2 Mid-day trading 2/21 NAZ down 1.14%-Biotech stocks held their levels on a down day. Most large cap Raygent focus stocks are in green: ABBV,BMY,GILD up 4%, RHHBY. Mid-caps are mixed but...
Large Cap Biopharmaceutical Companies-Metrics and Valuations…BMY VRTX
Large Cap Biopharmaceutical Companies - Q1 2020 Update The IBB is at $122.69 near the 52 week high but short of 5 year high of $132.53 from Jy '15. FWD PEs of sector are still lower than the market...
Biotech Reversal Off 2020 Bottom But Within Trading Range: Update-2.. Abbvie (ABBV)
Update-2 2/10...Rally has expanded to mid-caps:ALNY ACAD GWPH ICPT SRPT Etc. ======= Update-1 2/7. 2p ...Abbvie (ABBV) Another one of our top large cap picks ABBV is up 6% o the $92 handle as of...
Bearish Pattern Emerging for Biotech-Geopolitical News Overwhelms Market…Update-1
Update-1 2/3...3:30p EST... Biopharma stocks firm up after a bad week Large caps are strong with Gilead Sciences (GILD) up over 5% on a story about an experimental antiviral therapy for...
New Buy Ideas for 2020: Glaukos Corporation (GKOS)
New Buy Ideas for 2020-Biopharma and MedTech New Buy Idea -Glaukos (GKOS) for ophthalmic disease therapies If you have been reading my recent posts I have been cautious on adding new positions since...
Biotech Sector Watch: Week Ending 1/25/20 After JPMorgan Conference…Update-1/30 sell-off on coronavirus fears
Update-2 1/30 a Mid-day trading- Bearish pattern emerging Many of our indicators have turned bearish: XBI down 1.8% under $90, red screen in mid-caps, large caps at lows for the day, IWM at day...
Medtech: Stocks To Watch- Are you diversified in healthcare stocks? Update-1
Update-1 Jan. 23 With IHI down 0.86% but most medical device stocks are near one year highs. Notable movers up today: Interactive Surgical (ISRG) up 0.78% on earnings report, iRhythm Technologies...
Biotech Investing Strategy for 2020: Part I…Update-1 Jan 24
Update-1 We remain on hold for taking on new positions. Biotech and healthcare stocks have made nice gains so let's get through the earnings cycle. Markets are jittery despite rush to new highs at...
JPM 2020 #3 : Biotechs Sustain Gains for the Week-Trading Up Today…Update-1. Momentum is easing
Momentum is Easing in Biotech -Is the JPMorgan rally Over? We need to see which stocks hold up when momentum decelerates. it has been a good run for the week but not too frothy.We are "content...