High Conviction Trades- the Holly Grail of Investing
It was George Soros that said, "there is no amount of money too big to bet when you know you are right." It's the holy grail of investing. The trade that we are all looking for. One where we can…
Pullback in pharma has created a compelling buying opportunity
The fundamentals are good for the health care sector in general. Recent news articles on drug pricing/gouging are not likely to effect meaningful change for the overall group dynamics in my opinion…
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…