June 10, 2016 by Dan • Trade Ideas

You know the drill on bond yields, there is little to none. In this environment, investors have crowded into equities that have better yields than their company’s debt, like utilities, pharma and telcos.  From time …

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April 25, 2016 by Dan • Commentary

For week’s now my co-panelist on CNBC’s Options Action, Carter Worth of Cornerstone Macro Research has been making the bullish case for the Biotech stocks, specifically looking at the IBB, the iShares Nasdaq Biotech etf. …

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April 6, 2016 by Dan • Trade Updates

Back in late November, the day the long rumored buyout/merger agreement between Pfizer (PFE) and Ireland based maker of Botox, Allergen (AGN) was announced, I said the weakness in PFE leading up to the deal made the stock …

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December 1, 2015 by CC • Education

On November 23rd Pfizer (PFE) officially announced their rumored takeover/ inversion of Ireland based Allergan (AGN). Both stocks sold of the day of the announcement and we felt the initial move was likely wrong and …

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November 23, 2015 by Dan • Commentary

This morning Pfizer (PFE) announced the long rumored buyout/merger agreement with Ireland based maker of Botox, Allergen (AGN), valuing it at $160 billion.  While cost cutting and empire building are at the heart of the …

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January 27, 2015 by Dan • Commentary

I didn’t expect it to happen this quickly.  But the fact that negative currency headwinds for U.S. multinationals has already trumped the benefit of lower input costs from the collapse in industrial commodities is quite …

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