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  • Healthcare Profits: Assessing Company Sensitivity to Obamacare [View article]
    How do explain the fact that US Pharma companies spend 2 - 3 times in BME (business development, advertising, marketing and lobbying) than R&D. Look at the income statement of any big pharma.
    The fact is that most drugs are me-too molecules marketed the hell out by armies of expensive sales reps.
    Nov 02 23:03 pm |Rating: +1 0 |Link to Comment
  • Closing Update: Streak Stretches Six [View article]
    No - just be rational. Fear like greed can overshoot -- as denizens of seeking alpha are showing.

    You can pick up wide moat companies like NVS at PE of 10, P/CF of 8 and yeild of 4.9%. NVS has almost no debt and has one of the most diversified healthcare franchise in the world. It probably selling at half its intrinsic value.

    On Apr 17 09:32 PM sr9web wrote:

    > Ok, so your suggestion is that we keep bidding stocks up and up so
    > as to advance a "bull market"?
    Apr 18 21:06 pm |Rating: 0 0 |Link to Comment
  • Closing Update: Streak Stretches Six [View article]
    Most rational observers are coming around to the idea that the we have now decisively bounced off the bottom. My observation of previous market bottoms indicate that an indica is back to back rally lasting 4 - 7 weeks.
    Here are my bear market charts.
    docs.google.com/Presen...

    On a fundamental basis the S&P is now trading on a forward PE of between 12 - 14. This is at the same level it was in 1989-1990 when the great bull of the 90's started.
    Apr 17 19:47 pm |Rating: +1 -2 |Link to Comment
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