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FED Day No Change-Business As Usual… Update-2…9/30 Deflation?
Deflationary Signals or Just A Strong Dollar? Commodity stocks are getting crushed due to the strong dollar. Look at the XLE energy ETF down 10% from June highs when Middle East concerns were...
Rayno Life Science Stocks: Stealth Rally Ignited By Apple..Update 1
Update -1 Choppy Market Continues..Faux Rally on Wednesday? NASDAQ at 4561 Down 0.66% 1-Reiterate profit taking in Achillion (ACHN), Exact Sciences (EXAS) and Illumina (ILMN). 2-XBI treading water...
Biotech Sell-Off On Profit Taking : September Is Here… Update 9/9
Update-1 ...Market Continues Sell-Off With QQQs Treading Water in September Follow Technicals on FBT and QQQ. The Federal Reserve continues to be the main concern of investors as the probability of...
Rayno Life Science: Trading Notes End of August
As we move into a heavier trading period watch your portfolio for changes as volume picks up. Here are some of our long term portfolio winners where you can take profits: Exact Sciences (EXAS) short...
Biotech Rally Update… up 12.9% in 30 Days: ACHN, CLDX, FBT, KPTI
Rayno Biopharmaceutical Stocks- Including New Picks Another great day for biotech with most Rayno stocks in a rally mode with a bit of profit taking on Gilead Sciences(GILD) down 1%. Notable movers...
$8B Intermune (ITMN) Buyout Will Rally Biotech Stocks Today
Look for a decent rally in the biotech sector today after Roche agreed to pay $8.3B for Intermune which is awaiting approval of pirfenidone,a treatment for idiopathic pulmonary fibrosis. The stock...
August Rally Fading-Buyers On Hold in Light Summer Trading:Top Pick FBT
Large Caps Rule Macro and Seasonal Risks Create a Choppy Market The August biotech rally has taken us to the midpoint of the February top and May bottom and is faltering. Look at the XBI SPDR...
Buy Mid and Small Cap Biotech Stocks For A 4th Quarter Rally..Update 8/20
Update 8/20/14 IWM at $115, NASDAQ at 4528 Rayno Focus Stocks Achillion (ACHN) at 52 week high up 204% YTD and 48 % over 30 days. Gilead (GILD) new all time high at $101.36. Rayno Large Cap...
Rayno Large Cap Biopharmaceutical Portfolio Up 17.5% YTD
Biotech ETFs or Large Caps Are Best Plays In March 2014 we recommended an overweight in large cap biotech stocks due to volatility and higher risk of smaller cap stocks lacking revenue visibility....
Biopharmaceutical Stocks Take 2% Hit- Underperform Market in July
Biotech Stocks Take a 2+% Hit-Risk Off Again Bull Market Intact But Expect Choppy Summer Tape As of our previous portfolio review we are 15-20% cash and overweight large caps. The sell-off on July...