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TMFHelical (98.69)

November 2012

Recs

4

A Look at Established Biotech Companies

November 13, 2012 – Comments (2) | RELATED TICKERS: SHPG , BIIB , NVO

A look at the forward performance of the top Biotechnology/Pharma firms as viewed by Pharm Exec’s industry audit.  [more]

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3

Healthcare News of Note through 11/11/2012

November 12, 2012 – Comments (0)

Healthcare News Week of 11/5/12  [more]

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1

Helical Port - Grinning

November 07, 2012 – Comments (1)

While the market seems to have thrown a hissy fit on the Obama reelection, the Helical Port simply shrugs it off.  The healthcare market most likely saw this as a bit of a removal of uncertainty.  While the port was down for the day,  this was less than 0.5% (copared to > 2.3% for the S&P), and 4 of the 10 holdings were up on the day.  That and having plenty of cash on hand has be a bit pleased today.  [more]

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4

Healthcare News of Note through 11/3/2012

November 06, 2012 – Comments (0) | RELATED TICKERS: PFE , GE , MDT

Two weeks worth of my unusual blend of heavily hyperlinked healthcare news I found noteworthy.  Some last minute political stuff for those who need to read one more thing before voting today (I took care of that this morning).  [more]

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3

Helical Portfolio Update - Getting Slowly Reinvested

November 01, 2012 – Comments (0) | RELATED TICKERS: WST , MCK

The Helical Portfolio is closing in on 2 years old now, with 22 months of returns under its belt.  The market took a breather this past month from the run it has been on since early June.  The Helical Portfolio was over weighted in cash (given hindsight) for that period and has underperformed.  With the market settling, I have begun to again cautiously nibble at some additional holdings, adding West Pharmaceuticals and McKesson.    [more]

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