by Rod Raynovich | Sep 12, 2011 | 2024-25 Life Science Portfolios
We are at the Rodman And Renshaw Meeting today while the market ignored macro events and found buyers in the life sciences and tech sectors. We will offer some bottom fishing ideas this week in addition to stocks mentioned last week. The trade for any upswing is long...
by Rod Raynovich | Sep 6, 2011 | 2024-25 Life Science Portfolios, 2025 Rayno Biopharmaceuticals Portfolio
A Place to Hide from Volatility Today was not as bad as early futures and European markets would portend. The S&P cut its losses to 0.74% and the NASDAQ was down only 0.26%. But as we recommended last month the healthcare sector looks good for relative safety....
by Rod Raynovich | Sep 2, 2011 | 2024-25 Life Science Portfolios, BIOgraph
On August 21 we suggested that large cap drug and biotech stocks were a good place to hide and this is the case today with the healthcare sector the least damaged on a disappointing jobs report and mortgage related litigation that will further hurt the housing...
by Rod Raynovich | Aug 31, 2011 | 2024-25 Life Science Portfolios, Macro
Worse August in a Decade Down 6%-Economic Data Still Foreboding and Macro Headwinds Remain If you were on vacation for the month of August and reviewed your “balanced” portfolio today you might wonder what everyone was freaking out about. Treasuries were...
by Rod Raynovich | Aug 29, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Personalized Medicine Achieves Milestone with Lung Cancer Drug Friday’s rally picked up steam today as devastation from Hurricane Irene was less than expected and consumer spending was up. Greek stocks also rallied on a bank merger. Why are Greek stocks boosting...
by Rod Raynovich | Aug 26, 2011 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Can Congress Ignore a 78% Disapproval Rating? All the anticipation of the FED and Jackson Hole went to the ZEN mode-do nothing and the market will rally. Investors apparently were interpreting this as the economy isn’t bad enough to warrant stimulus. Around...
by Rod Raynovich | Aug 16, 2011 | 2024-25 Life Science Portfolios, BIOgraph
No Eurobond and Possible Financial Transaction Tax NASDAQ down 0.9% % and S&P down 0.7 % as Bear Returns but Off Session Lows Earlier in Trading The three day stock market rally is on hold for now as the global debt crisis hits home again. Gold is poised to close...
by Rod Raynovich | Aug 2, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Classic Risk-Off Market With 10 Year Yield at 2.6%-Healthcare Sector Still Selling Off Down 1.68% The market is not celebrating the Debt-Limit Deal. A new reality may be setting now that all the dirty laundry has being aired. As of 2:11p EDT the S&P is down 1.63%...
by Rod Raynovich | Aug 1, 2011 | 2024-25 Life Science Portfolios, BIOgraph, Macro
Triggers: Debt Ceiling and Skilled Nursing Stocks There is a broad sell-off in healthcare stocks today on fears that the debt ceiling deal would cut healthcare spending.A few weeks ago a few hedgies were on CNBC touting their “short healthcare” trade so...
by Rod Raynovich | Jul 31, 2011 | 2024-25 Life Science Portfolios, BIOgraph
Here is 2011 Deal Data from IVDnews.com one of the leading data and news sites covering Diagnostics. Contact IVD News for details on all IVD deals for 2011. Recent M&A examples from our focus diagnostic stocks are: Luminex (LMNX) acquisition of EraGen for $34M....
