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TMFHelical (99.02)

January 2007

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Should have let a winner run

January 30, 2007 – Comments (0)

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]

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Disappointment with the financial press

January 25, 2007 – Comments (1)

Let me explain.   [more]

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Want to live longer - win at CAPS?

January 24, 2007 – Comments (1)

So, winners of the Nobel Prize apparently live longer.  [more]

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GSK poised for 2007 - get it now!

January 19, 2007 – Comments (0)

Today I made the argument today for GSK being poised for growth in 2007.  [more]

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More II from JPM - Invitrogen, Barr

January 16, 2007 – Comments (0)

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]

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The long climb back to respectability

January 12, 2007 – Comments (0)

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]

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More From JPMorgan

January 11, 2007 – Comments (0)

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]

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JP Healthcare conference, Day 1

January 08, 2007 – Comments (0)

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]

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Biotech Picks and Shovels

January 04, 2007 – Comments (0)

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]

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No Love For Roche

January 03, 2007 – Comments (1)

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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