Rayno Diagnostics And Tools Update: CSII, HOLX, ILMN, NSTG-Strong Rally Today
Another Strong Day in Life Science Stocks Carl Icahn, activist investor takes a 13% stake in Hologic. Hologic (HOLX $22.82) was added to our portfolio on 4/9/13 but has been a laggard due to earnings misses. The stock is up 2.4% on a volume of 25M shares. Many stocks in our Dx and Tools...
Scenes From a Speculative Market: ONVO
Bull Market Intact But Momentum Stocks Taking Hits Most of you know the game. Buy stocks with headline news, new business models, increasing RSI and charts that scream momentum. Examples proliferate: Aegerion (AEGR), Celldex (CLDX), Netflix (NFLX), Tesla (TSLA), 3D Systems (DDD), etc. The...
Rayno Biopharmaceuticals Portfolio: REGN, VRTX Update -1
Vertex (VRTX $67) Contrarian Trade Working Vertex is one of the worse performing large cap biotechs over 6 mos. is getting boosted on a $152M royalty deal. "Risk-On "Mode in Biotech Stocks Biotech stocks continue to find buyers with the IBB ($211.70) approaching its 52 week all-time high of...
Life Science Stocks Boosted By Genomic Technologies and New Diagnostic Products
Rayno Diagnostics and Tools Focus Stocks: 2013 Performance YTD A diversified life science portfolio must include clinical diagnostics and tools stocks because the synergies between therapy and diagnostics have never been stronger. Breakthroughs in molecular diagnostics for personalized...
“Long Only” Funds? Shorting Stocks Is So 2008
Isn't A "Long Only" Hedge Fund A Mutual Fund? The news from Monday's November 11 Wall Street Journal on p C1 is that hedge funds who are shorting stocks are underperforming the market and most mutual finds. In this article, Juliet Chung points out that the new "Long Only" funds "may represent...