As soon as I met Ryan O’Connor, I knew I wanted to get him on my team. He’s an investing junkie like me, and we clicked immediately. Turns out it’s all in his family… His grandfather was an old poker buddy of… Read More
Analyst Articles
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
Warning: The Rebound May Be Over For Big Pharma
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a… Read More
As investors were picking up the pieces after the dot-com implosion, they came across another troubled sector. A series of looming patent expirations on key drugs meant that major pharmaceutical companies were on the cusp of a decade-long sales drought. Investors responded by dumping shares, as the AMEX Pharmaceutical Index plunged from 400 in late 2001 to just 250 a year later. A decade later, Big Pharma’s “patent cliff” was still a key concern, and this index remained far from its previous highs. Yet in recent quarters, Big Pharma has come back with a vengeance, as shares have moved back to the levels seen all those years ago. Credit goes to several factors, most notably the absence of any new imminent blockbuster-drug patent expirations, and an industrywide focus on shareholder-friendly moves such as share… Read More
You Have To See This Chart…
Investing in semiconductor stocks can be quite challenging. Many of them languish for a long time — even as operations clearly improve — until suddenly, investors begin singing the company’s praises. That’s why I suggested investors stay the course with memory-chip maker Micron Technology (Nasdaq: MU). That patience has been rewarded, as Micron is now on the top of many “buy” lists and making a run for the $12 mark, after having more than doubled over the past… Read More
Investing in semiconductor stocks can be quite challenging. Many of them languish for a long time — even as operations clearly improve — until suddenly, investors begin singing the company’s praises. That’s why I suggested investors stay the course with memory-chip maker Micron Technology (Nasdaq: MU). That patience has been rewarded, as Micron is now on the top of many “buy” lists and making a run for the $12 mark, after having more than doubled over the past year. Although Micron may have a bit more upside, I prefer to focus on chipmakers that still suffer from very low expectations, even as their business starts to get stronger. Right now, that’s the backdrop for ON Semiconductor (Nasdaq: ONNN), which has integrated a series of recent acquisitions and is poised to generate robust free cash flow in the years ahead. Diversity Is A Virtue One of the reasons that you may have never heard of this company,… Read More
The lessons I learned in college during the summer vacation months have proved more valuable than the hard-earned academic ones. While working in the evenings and Saturday mornings at my uncle’s small marketing company in Miami, my cousin and I were fortunate to spend the days at the beach. Having grown up with a very fiscally conservative family in the Pennsylvania countryside, the fast life and glamour of Miami really took me… Read More
The lessons I learned in college during the summer vacation months have proved more valuable than the hard-earned academic ones. While working in the evenings and Saturday mornings at my uncle’s small marketing company in Miami, my cousin and I were fortunate to spend the days at the beach. Having grown up with a very fiscally conservative family in the Pennsylvania countryside, the fast life and glamour of Miami really took me by surprise! Fancy cars, speedboats, yachts and massive homes immediately caught my attention. It was truly mad money, and to top it off, some of these folks never seemed to work. While some were my uncle’s friends who owned this or that company, some of the over-the-top lifestyles really seemed to have arisen from out of thin air — in other words, from dubious sources.#-ad_banner-#… Read More