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Biotech Hangover: Recent Earnings Feed Caution with No Near Term Catalysts
Biotech Hangover from Earnings Clouds Outlook Healthcare sector (XLV) lagging technology (QQQ) and FAANG stocks. No earnings catalysts until Jan 2018 but Q4 has seen strong seasonality. Technicals...
Rayno Biopharmaceutical Portfolio Update: Buy and Hold is the Key…Update-2
Update 11/8/17 ...Per comments on Monday. Celgene (CELG) technicals are holding at $102-103 so we will add CELG to the Rayno Portfolio at a price of ~$102.5. The stock was battered on earnings news...
Rayno BioBeat #6: What Have I Missed After Two Weeks of Travel and Away From Trading Biotech Stocks?…Update 11/3
BioBeat Market Update...Technicals Firming Up 11/3/17 11am A lot of green screen today so time to nibble but I would prefer to pick stocks rather than play the ETF game. Recent trades we made are:...
Risks Rising for Rally: Political Rhetoric Tempers Bulls
Risks Rising for Healthcare Sector As Harsh Political Rhetoric Returns Trump returns to drug pricing attacks. Healthcare sector lags. Opioid crisis blames drug distribution companies for easy...
Small Cap Biotech Stocks Soar: How Long Will Rotation Last?
Speculation in Small Cap Biotech Picks Up-A Boon for Diligent Traders ETF Buying Is Driving All Small Cap and MicroCap Stocks Higher A Healthy Small Cap Rotation for Now: Reflation Trade ? Biotech...
Rayno Biopharmaceuticals Portfolio Performance 9/30/17 YTD
Rayno Biopharmaceuticals Portfolio: Performance 9/30/17 YTD Objective: Develop a medium term biotech portfolio that assumes a bull market for 2017 with positions in two core ETFs, large cap...
Rayno BioBeat #5: XBI Breaks Through on a Strong Week for Biotech
Biotech Stocks Break Through to 2017 Highs in a Broad Rally NASDAQ up 066%, IBB up 0.92%, XBI up 0.8% The XBI is up 3.17% this week, 46% YTD, compared to only 1.1% WTD for the IBB. The breakthrough...
Rayno Diagnostics and Tools Revisited: Sector Outperformance That Tracks Biotech
Life Science Tools and Services Stocks Have Outperformed Biopharmaceuticals With Less Volatility Large Caps Are Winners in 2017 We have not covered the Life Science Tools and Diagnostics sector...
Biotech Bull Market Update: Five Year Performance for Life Science Funds and ETFs
Biotech Bull Market: XBI is leader for 2017 and Over Five Years The FBT First Trust Arca Outperformed Up 157% Over Five Years In 2016 the Sector Underperformed After the 2015 Downdraft Here is our...
Biotech Momentum Eases: September is a Bit Sluggish…Update after FED Meeting-9/20
Markets Stable After Major FED Meeting: On Course for Gradual QT(Quantitative Tightening) FED to shrink assets by year end, 2 yr TSY up to 1.43% yield. Biotech stocks up slightly near September Top...