January 2007
January 30, 2007 –
I wrote a couple of times in the past about Molecular Devices. Originally I wrote a take after they dropped precipitously following a guidance downgrade. The company had good products, wasn't overly expensive, and had a clean balance sheet. So I thought there was an over-reaction and went bullish in CAPS. I did not buy in real life. [more]
January 25, 2007 –
Let me explain. [more]
January 24, 2007 –
So, winners of the Nobel Prize apparently live longer. [more]
January 19, 2007 –
Today I made the argument today for GSK being poised for growth in 2007. [more]
January 16, 2007 –
Gave a listen to a couple of more companies today (well yesterday by posting times). I will continue this until earnings start to displace them. [more]
January 12, 2007 –
Well, having once had a sip of coffee in the top 20 (back when there were only 1000 players or so), it was a long and sad fall to the 6th percentile. Still I liked the portfolio I built (OK, I over reacted when picking CVS and Walgreen's) and chalked it up to health care being out of favor, which it was. [more]
January 11, 2007 –
Too busy yesterday, but today I listened in on Varian Medical Systems(VAR) and Waters Corporation WAT). I hope to write a fool article on the earnings report of the former (baby due soon, so we shall see). [more]
January 08, 2007 –
One of the major investors conferences in health care, the JP Morgan 25th annual healthcare conference is underway in SF, CA. Over 4 day many (most) of the public players in Biotech, pharma, medical devices and healthcare will be presenting. The agenda and presentations are available with registration at: [more]
January 04, 2007 –
Well, after a bought of extreme busy-ness with life in general, I got back on the writing wagon. Here was today's article: [more]
January 03, 2007 –
Roche is one of those odd-ball pharma companies. It is hard to fit it into a mold. The Swiss (Basel, Switzerland) firm does not have an ADR, so it is difficult for US investors to have a stake. There are pink sheet options to investing in Roche, in particular RHHBY.pk. This appears to be available to CAPS, but no one has selected it to date. [more]
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