Biotechs were a leading sub sector in 2013, and have attracted a lot of attention to start 2014 as a result. In mid-January I highlighted the charts of the “Big Four of Biotech” in a …
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Last night’s disappointing iPhone units and forward guidance, that many including myself expected to be buoyed by the recent iPhone launch at China Mobile, was downright bad. There is no sugar coating the reported data, …
Continue readingAmgen was one of my favorite large cap stocks early in 2013. For a brief recap of the fundamentals, here is what I wrote about the company in an early March Name That Trade post: …
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After a 3 week delay, we get a flood of data early this week. Today is relatively quiet, with existing home sales at 10:00 am. Tomorrow is the highly watched Nonfarm payrolls and unemployment data for …
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Through all the ebbs and flows in 2013, the leaders have been pretty consistent. Biotechs, TSLA, NFLX, and social media stocks have been the big winners (I detailed the leaders in my Macro Wrap earlier …
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The Nasdaq 100 index made a new multiy-year high this week, cleanly breaking above the 3,150 level on Monday. The index only traded at these levels during the go-go days of 2000: Of course, the …
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With not much new to report on the macro front (little movement among asset classes overnight), I wanted to focus a bit more micro in the heart of earnings season. Specifically, what are this year’s …
Continue readingThe health care sector has been on fire in 2013. But within health care, biotech stocks have been absolutely blazing. The Biotech sector is a leader on the upside once again today. AMGN, BIIB, CELG, …
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