Dipping into Big Pharma on Hunt for Yield
After spending the past few days reviewing my old friends in Big Pharma (MRK, PFE, SGP, LLY, BMY, NVS) I am struck by how much pessimism reigns over the industry. Yes, there are always the occasional big multiple stocks with a current compound driving expectations…but on the whole, valuations are low, cash and balance sheets [...]
Tapping into my Inner Hunter-Gatherer
I wrote a piece earlier in the week suggesting that readers might be best served by…well, giving up, essentially. For the remaining three months and change of 2009, giving up on the idea that a meaningful stock market rally is approaching, the idea that the holiday season will (magically?) turn in another good performance, or [...]
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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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