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). […]
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 […]
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% […]
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, […]
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 […]
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 […]
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 […]
A few good swing trades
At Brush Up on Stocks, I like to ferret out stocks to hold calmly for a few years for returns that beat the markets. That’s what I’ve delivered. On average, my stocks have outperformed every year, since launching the newsletter in 2010. (For a summary of returns, click here.) However, I like a quick trade […]
First quarter sector calls
I’m going to take a break from biotech. The group has done so well, it is due for a correction. Instead, in this issue I want to focus on energy. There’s been widespread insider buying in this group in February. It is the kind of buying that suggests a group will do well. – Brush […]
6 reasons why it’s time to take a little money off the table
Though the current economic expansion is five years old and the average expansion since 1960 has lasted only 11 months more than that, I doubt this means the bull market in stocks is about to end. So I’m a fan of staying the course with core, long-term stock holdings right now. But if you have […]
Up on Stocks
Up on Dividends
6% + annual portfolio yield per year. Read more…