For trade…
Biogen spiked…No Time For Heroes
The Insiders Fund, went 80% to cash last Wednesday in part market-driven, in part disillusioned with the likelihood of a China trade deal. The Fund had a great run up this year, over 24%, and…
Notable Insider Buys and Sells Week Ending May 3, 2019 or Sell in May, Go Away
Several new buys this week signaled a return to animal spirits for a small group. The majority of corporate America beat the drum beat, sell in May, Go Away. The market marched to a new high…
…Pullback in pharma has created a compelling buying opportunity
The fundamentals are good for the health care sector in general. Recent news articles on drug pricing/gouging are not likely to effect meaningful change for the overall group dynamics in my opinion…