U.S. Drug Spending Increases Most in 13 Years to $373.9 Billion - Bloomberg Business
Often times it seems that the news, particularly economic news is out of step with the price action in the stock market. This headline is not. No wonder healthcare is the best performing sector in…
Portfolio holdings 4-10-15
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Portfolio holdings 4-2-15
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Portfolio holdings 3-27-15
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Calling a turn -mild bullish divergence $SPY
We went from 40% invested to 65% invested concentrated in biotech and pharma. Climbing the proverbial wall of worry showing bullish divergence.
by Harvey Sax
The Fallacy of the Indexer
Much has been made about buy and hold passive investing outperforming active managers. A lot of the argument revolves around lower tax rates on capital gains. Taxes are never good and all things…
……Portfolio Holdings 3/20/15
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Akorn, Inc $AKRX Catalysts are looming
Specialty pharmaceuticals, biotech, and even big cap pharma are exhibiting great relative price performance. One that we just purchased Monday, Akorn, Inc. (AKRX) on a sharp pullback based on…
Portfolio Holdings 3/13/15
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