A New Healthcare Strategy - Branded Pharma Out, Diagnostics, Generics In
“When you lose, Don’t lose the lesson” - The Dalai Lama
For the better part of 5 months I’ve been kicking myself over not dumping Pfizer (PFE) from the Secular Trends Portfolio the day they announced the Wyeth merger. The second I heard about the deal I honestly thought the TV announcer had made a mistake; [...]
Trades for Secular Trends Portfolio - Upping Corning Stake, Adding Beckman Coulter (GLW, BEC)
This post is chiefly for timestamping purposes; I’ll be attaching my notes and thesis statement for Beckman Coulter later in the day. As to Corning, this has been a small weighting in the model thus far, and I’m taking it up to 4.5% with the addition of 900 shares.
See my earlier commentary on the company’s [...]
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Investopedia Commentary- Montana Bakken Moves Forward (ROSE, CLR, BEXP, NOG, KWK)
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- The Energy Industry Shifts Away From Natural Gas? (CHK, SD, EOG, KWK)
- Tech's 10-Year Turnaround (MSFT, GOOG, IBM, HPQ, DELL, IYF, XLK)
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Pragmatic commentary on U.S. & global investing, demographics & secular trends, and the valuation of anything worth valuing. Objective, unbiased research; We believe in minimal design, zero gimmicks, and maximum results.
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- The Fuel That Fed the Subprime Meltdown (Written in September 2007)
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- Las Vegas Sands - Are They Sustainable in 2009? (Published 11/15/08)
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