Money and Finance
- Evaluation: Nyu Stern's Student-run Investment Newsletter
Found via Market Folly. As the fall semester draws to a close, we would like to present the inaugural edition of Evaluation, Stern's student-run investment newsletter. Inside you will find a compilation of interviews with industry professionals and...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- The Fall Of Mexico - By Philip Caputo
Found via The Manual of Ideas blog. In the almost three years since President Felipe Calderón launched a war on drug cartels, border towns in Mexico have turned into halls of mirrors where no one knows who is on which side or what chance remark could...
- Baxter International (bax) - Dividend Stock Analysis
If you take a look at my portfolio I'm lacking in two major areas that I'd like to get more exposure too. One is the food industry, I only have KO and MCD that are direct plays on food and the other is healthcare. The demographics both in...
- Becton Dickinson Stock Analysis
Since I'm really lacking on health care industry exposure it was time to start looking at some of the different companies, so today we'll look at Becton Dickinson and Company. Becton Dickinson closed trading on Monday, November 5th at $76.59....
Money and Finance
Wake Up Newsletter: Q1 2013
Jim has just returned from San Francisco, where he was attending the JP Morgan Healthcare conference with two colleagues. This conference is in its fourth decade and is the must-have ticket for players in the bio pharma industry. Companies vie for the opportunity to present to about 10,000 delegates, and those that are not admitted throng hotels in the area, with a further 10,000 people doing deals and presenting on the fringe.
This was Jim's third outing to the event, and the tone was very upbeat. The FDA (America's drug regulator) appears to be more proactive in approving compounds, and over 30 novel drugs (as opposed to reworking of established molecules) were launched last year. Among these was Xtandi, the Medivationprostate drug we have written of before, and Kryopolis (for multiple myeloma) from Onyx, another company we have supported.
Both are doing very well, but the stock prices of their manufacturers have probably caught up with events.
The table below sets out the shares we prefer as buys after the conference – (with the usual caveat emptor label).
- Evaluation: Nyu Stern's Student-run Investment Newsletter
Found via Market Folly. As the fall semester draws to a close, we would like to present the inaugural edition of Evaluation, Stern's student-run investment newsletter. Inside you will find a compilation of interviews with industry professionals and...
- Kyle Bass: Japan's Adding A Ponzi Scheme To A Ponzi Scheme
Kyle Bass is on his favorite topic here at the Sohn Investment Conference — Japan. His bottom line is that the country's "shock and awe" monetary policy is going to work, and Japanese leaders are beginning to realize that. "What they're...
- The Fall Of Mexico - By Philip Caputo
Found via The Manual of Ideas blog. In the almost three years since President Felipe Calderón launched a war on drug cartels, border towns in Mexico have turned into halls of mirrors where no one knows who is on which side or what chance remark could...
- Baxter International (bax) - Dividend Stock Analysis
If you take a look at my portfolio I'm lacking in two major areas that I'd like to get more exposure too. One is the food industry, I only have KO and MCD that are direct plays on food and the other is healthcare. The demographics both in...
- Becton Dickinson Stock Analysis
Since I'm really lacking on health care industry exposure it was time to start looking at some of the different companies, so today we'll look at Becton Dickinson and Company. Becton Dickinson closed trading on Monday, November 5th at $76.59....