Stock Market Strategy: Small Caps The Canary in the Coal Mine

May 16th, 2014

Chart to Watch: Small Cap. Growth ETF (IWO) Small Capitalization stocks are the proverbial Canary for the simple reason that, fragile like a Canary, the Small Caps have no real sponsorship. On the whole, this group lacks large institutional holders who tend to support a stock as prices decline by adding to positions. This lack [...]

Game Changers: ISIS Pharm. (ISIS) Phase 2 Data Type 2 Diabetes

May 14th, 2014

ISIS ISIS Pharm reports Phase 2 data on ISIS-GCGR Rx showing significant reduction in HbA1c in patients with type 2 diabetes; greater than 2 percentage point reduction in HbA1c achieved after only 13 weeks of dosing (25.09 ) Co announced positive data from a Phase 2 study of ISIS-GCGRRx in patients with type 2 diabetes [...]

Stock Market Strategy: NASDAQ: Classic Head-and-Shoulders & Blow-Off Top?

May 5th, 2014

Courtesy of Zero Hedge Falling (pun intended) under the category of “I couldn’t have said it better myself” I am reprinting the following piece from the Zero Hedge website, written by Charles Hugh-Smith of OfTwoMinds blog.  This missive simply puts forward in graphic detail the crossroads faced by investors in 2014. This year has been full of [...]

EPS Highlights: Illumina (ILMN) a Juggernaut, Gilead Sciences (GILD) a Blowout, Boeing (BA) a Behemoth

April 23rd, 2014

Courtesy of Illumina (ILMN) Illumina beats by $0.02, beats on revs; guides FY14 EPS above consensus, revs above consensus (147.98 +6.77) : Reports Q1 (Mar) earnings of $0.46 per share, excluding non-recurring items, $0.02 better than the Capital IQ Consensus Estimate of $0.44; revenues rose 27.2% year/year to $421 mln vs the $391.66 mln [...]

Cause For Concern: Triple Whammy Shocker: Goldman Shutting Down Sigma X?

April 9th, 2014

Courtesy of Zero Hedge Back on March 21, before the release of Michael Lewis’ Flash Boys and before the infamous 60 Minutes interview, when Goldman COO Gary Cohn wrote his infamous WSJ Op-ed bashing HFT, it was clear that something was afoot. That something became promptly clear when it was revealed that Goldman is among the [...]

Stocks to Watch: InterMune (ITMN) and Another Gold Mining Takeover Bid Allied Nevada (ANV)

January 14th, 2014

ITMN,ANV ITMN InterMune target raised to $22 at Canaccord Genuity; healthy Esbriet revenue growth but focus remains on upcoming ASCEND and Bi phase 3 trials (17.2461 +0.1461) Canaccord Genuity raises their ITMN tgt to $22 from $17 on higher chance of ASCEND success; continuing EU Esbriet growth. Esbriet is ITMN’s drug for idiopathic pulmonary fibrosis [...]

Stocks To Watch: ISIS Pharm.(ISIS), Tekmira (TKMR), Osisko Mining (OSK.TO)

January 13th, 2014

ISIS ISIS Pharm announces positive decision on European Orphan Drug Designation for ISIS-APOCIII Rx (47.60 ) Co announced that the Committee for Orphan Medicinal Products (COMP) has issued a positive opinion for Orphan Drug Designation for ISIS-APOCIIIRx for the treatment of patients with familial chylomicronemia syndrome (FCS). TKMR Tekmira Pharma (halted) signs development agreement with [...]

Stock Market Strategy: Inflation Rate Not Just Employment Key Factor For The Fed in 2014

January 9th, 2014

Courtesy of Bill Gross (PIMCO) “I am amazed at the fascination and emphasis placed on the u-rate during employment Fridays. Bond prices will move (in some cases by points) with a minor up or down change in unemployment relative to expectations, but when it comes to the third little pig of the litter – inflation [...]

Stocks to Watch: Micron (MU) EPS Strong, Microsoft (MSFT) CEO Search, Seattle Genetics (SGEN) Expands Collaboration with AbbVie (ABBV)

January 8th, 2014

MU,SGEN,MSFT,ABBV MU Micron: Color on qtr (21.73 ) Needham raises its MU tgt to $34 from $30 after Co reported its F1Q14 (Nov) results, the first full qtr with the combined MU and Elpida results. The results handily beat both its ests and the Streets thanks to continued favorable supply and demand dynamics in the [...]

Stock Market Strategy: 2013 Year End Review

December 27th, 2013

It is time to take stock of where we are, how we got here and where are we going I often remind myself that the key to financial success over the long term is the ability to make only a relatively few correct decisions.  For example we accurately saw an approaching financial storm in late 2007 and structured our portfolio [...]