Here’s why value investing is about to stage a big come back over growth: 20 stocks to favor in this trend

It’s because no matter who wins the election, more government spending is likely. This favors value over growth because it creates more growth and inflation. This favors value stocks for four reasons. 1) Inflation drives investors out of bonds and into perceived inflation trades — like value stocks and commodities. Larry McDonald at the Bear […]

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Follow MarketWatch columnist Michael Brush on Social Media

Michael Brush regularly adds market and stock commentary on social media. Please note, you need to click through the headline above to display the links below. Follow him on Twitter here. Follow him on Facebook here.

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This common Baker Brothers biotech investing mistake will kill your portfolio

Around two decades ago, I introduced the world to the amazing record of the Baker Brothers in biotech. Up until then, no one had written about them. Literally. The only thing I could find online when researching that column was news of their wedding announcements. But I’ve always closely studied which managers and insiders have […]

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How to spot a biotech takeover candidate

It’s takeover season again in biotech, and this has been great news for me and my subscribers. So far this fall, six of my favorite biotech names in my stock letter have been bought out for nice gains: Medicines Company (MDCO), Dova Pharmaceuticals, Genomic Health, Audentes Therapeutics (BOLD), Alder BioPharmaceuticals (ALDR) and Achillion Pharmaceuticals (ACHN). […]

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Here’s why biotech continues higher from here

Biotech has been a great performer since I suggested it as a contrarian play on October 11-12 in my MarketWatch column and in my newsletter here. * The SPDR S&P Biotech fund (XBI) is up 22.8%, and the iShares NASDAQ Biotechnology Index (IBB) has advanced 19.8%. The S&P 500 is only up 6.4%. * The […]

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Are we about to see a biotech takeover binge?

Kite Pharma (KITE) was a Brush Up on Stocks stock suggestion singled out in early May, 2017 because it came up very strong in my system for selecting biotech names. Gilead Sciences (GILD) liked it too. It announced plans to buy the company for cash in late August . My subscribers are now up 150% […]

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Biggest Trump Tax Cut Winners

Top ten high tax rate companies reporting little in foreign taxes The following companies stand to benefit the most under a Donald Trump corporate tax cut. That’s because they pay very high corporate taxes, and they report few, if any, foreign tax payments. (Companies with a market cap below $500 million excluded.) For more on this, […]

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Brush Biotech 15 Update

Back on January 25, 2016, I singled out my favorite 15 biotech stocks for subscribers to Brush Up on Stocks. The list was broken out into two sections. One consisted of the larger eight names ($500 million to $15 billion market cap) that are “safer” because they are bigger and they have more advanced products […]

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Is biotech a buy? Looks that way…

With the buyout of Brush Biotech 15 name Anacor Pharmaceuticals (ANAC) announced today by Pfizer (PFE), one of the key conditions is falling in place for biotech to get out of the doldrums. The pieces have not all fallen into place (I’ll explain some others to expect in a sec), but this is a major […]

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Is Gold Still a Buy?

My favorite gold stock is up 179% since I introduced it as a buy in my stock letter Brush Up on Stocks in late November 2015, and then purchased it. I reiterated it several times along the way as a “must own” stock before the big move up. This compares to a 69% gain for […]

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