Resources
BNET Resources
- sort by:
- Relevance
- Date
- Popularity
- Icon - Even CROs with Decent Earnings Aren't Immune
- Trader Mark submits: It has been quite awe-inspiring to see even the safety sectors hit this badly - one of them should have been healthcare, but there has been no safety in this storm. I've stuck with contract research organization firms in general, despite eroding charts. Icon ICLR continues...
- External links 2008-10-21
- After Smashing Earnings, Thoratec Actually Guides Up
- Trader Mark submits: As I expected, Thoratec THOR demolished earnings expectations as this quarter's sales came before the product recall of their heart device. What boggles me is they have the confidence to increase full year guidance. In full disclosure, I did not listen to the conference call nor do...
- External links 2008-10-30
- Investors Business Daily on NuVasive
- Trader Mark submits: Screening through charts of positions, there are a few names now back over their 20, 50, and 200 day moving averages - NuVasive NUVA is one. I don't see any news in particular but a nice article in Investors Business Daily from late October I thought...
- External links 2008-11-04
- Bloomberg: Poverty and Pension Fears Drive Elderly Japanese to Crime
- Trader Mark submits: We wrote a few weeks ago [Oct 28: Pooring of Japan Too?] how we were seeing some troubling similarities in Japan to the US - growth in working poor, temporary employment allowing pay without benefits, income gaps increasing after free market reforms, et al. Now comes this...
- External links 2008-11-17
- Even in a Depression, We'll Need NuVasive
- Trader Mark submits: Yesterday we had no idea why NuVasive NUVA was being pummeled and threw out a guess that it had to do with the DOJ investigation into Medtronic's spine product, Infuse.Yesterday Medtronic MDT had a disappointing report but they only compete in the spine area - there is...
- External links 2008-11-20
- Thoratec Weathers the Storm
- Trader Mark submits: It appears Thoratec THOR has weathered the storm from late October when we exited the name [Oct 26: Closing Thoratec First Thing Tomorrow]. The company has executed as we expected operationally [Oct 30: Thoratec Smashes Earnings; Somehow Guides Up] but threw a massive monkey wrench at...
- External links 2008-12-08
- Exact Sciences Plays Hard to Get with Sequenom
- Trader Mark submits: I've asked mother market to drop Sequenom SQNM to $21 so I can reload the position - a bevy of limit orders waiting. Missed it by THAT much....Remember this will be a news event driven stock - end of January test results will cause a quite...
- External links 2009-01-14
- NuVasive: Not for the Faint of Heart
- Trader Mark submits: NuVasive NUVA is an interesting smallish cap medical device company I've followed for a long time. She is not for the feint of heart - and this stock's reaction around earnings season is why earnings are the best of times / worst of times for me. I...
- External links 2009-04-27
- Taking Profits in Quality Systems on Cerner Hype
- Trader Mark submits: Barron's had a nice article out this weekend on medical health records, specifically Cerner CERN... ironically Quality Systems QSII is getting a better bounce that Cerner itself. This has probably been the most unrelenting stock in my portfolio with the best chart; it does not do the...
- External links 2009-05-19
- Rebuilding My Position in Quality Systems
- Trader Mark submits: Monday [May 18: Bookkeeping - Selling Majority of Quality Systems into Barron's Hype on Cerner CERN], I exited all but one share of Quality Systems QSII. This is effectively selling out of the position, but I prefer to keep 1 share around instead of completely selling out...
- External links 2009-05-21
- Quality Systems Misses on Top and Bottom Lines, but That's Okay
- Trader Mark submits: Again, fundamentals are more or less irrelevant, so missing on the top and bottom lines is ok now. Just buy stocks. Quality Systems QSII missed on both revenue and earnings, but readers who have been around awhile know the thesis on this sector. Obama will...
- External links 2009-07-30
Additional Resources
- Three Biotech ETFs: A Way To Follow the 'Smart Money' into Healthcare
- Trader Mark submits: One area you can see I've been transitioning into is healthcare. I still don't buy the "technology is a safe haven" thesis, but I have to respect that's where money flow is going. Healthcare I can feel a bit more comfortable with because it's a...
- External links 2008-08-15
- And the Rallies Play on...Taking off Some Wyndham Worldwide
- Trader Mark submits: Alot of consumer-related names have been skyrocketing on the in my opinion misguided belief that this is a normal recession and will be a normal recovery. Obviously this was not a normal recession, and while it is yet to be determined, I won't budge from my stance...
- External links 2009-08-17
- Taxpayers: Your Dollars Are Supporting Goldman Sachs Employees
- Trader Mark submits: Hello everyone, just a public notice announcement that as people are being thrown out of homes and living in tent cities [Tent Cities Sprouting Up in Seattle and Sacramento], while others lack basic healthcare, your tax dollars via TARP are being loaned out to suffering Goldman Sachs...
- External links 2009-03-18
- Axys Upgraded Again, But AeroVironment Has a Better Chart
- Trader Mark submits: I'm keeping this name on the radar as I like both defense and healthcare as sectors for 2009, but it's been trading like a Chinese small cap or US financial the past few weeks; crazy volatility. Axsys received the second upgrade in two weeks today [Dec 23:...
- External links 2008-12-30
- Myriad Genetics - A Diagnostics Heavy Hitter
- Trader Mark submits: Along with Sequenom SQNM, another name I've been watching for quite a while in the healthcare diagnostic area is Myriad Genetics MYGN. Both were mentioned in a blog entry from August 2008 [Aug 25: Sequenom Flying off a Positive Investor's Business Daily Mention]. Their niche is...
- External links 2009-01-21
- Home Sales Surge 5.1%..err...Drop 4.5%
- Trader Mark submits: I guess it's all in the spin. Despite horrific year over year drops in home values, despite record low mortgage rates, despite all the King's Horses and all the King's Men being thrown at the housing market, unit sales fell 4.6% year over year. That's the truest...
- External links 2009-03-24
- Why I'm Closing Thoratec
- Trader Mark submits: I perused charts this weekend looking for new ideas, I saw a limited amount of stocks below their 20, 50, and 200 day moving averages. For well-traded stocks (200K daily volume) over $10, with a market cap over $300M... there were less than 200 - unfortunately a...
- External links 2009-06-15
- Still Scratching My Head over Monsanto
- Trader Mark submits: I have been scratching my head at the weakness in Monsanto MON of late; the recent earnings report [Jun 24: Monsanto Beats on Bottom Line, Misses on Top Line - Cuts 4% of Workforce] was not terrible and the long-term franchise has some nice wide moats around...
- External links 2009-07-22
- Why Irish Banks Are Smiling
- Trader Mark submits: I can only assume Hank Paulson was the inspiration because this plan by Ireland, sounds a lot like what Hank was trying to originally do in the states. Since then of course we've morphed into an even "better" plan (bigger, stronger, faster!). The numbers in this story...
- External links 2009-09-17
- << Previous
- page 1 of 1
- Next >>
