Seeking Alpha
  • Chines33
    No new debt cuts cut releave downward pressure on healthcare that typically outperforms in bear markets long SNY eying ABT NVO BMY
    11/21/11
    Reply (19)
    • shaker33: Let me know when you throw in the towel. That will be my buy signal. You're the last bull standing.
      11/21/11
    • Ocean Man: I'm long SNY and a couple other high-div Euro stocks (TEF,LYB) in case they print, but I think there will be a down move 1st. Like BMY too.
      11/21/11
    • Ocean Man: You mean NVS, right? I like them on a dip too.
      11/21/11
    • Chines33: Lol shaker...the debt talk failures is the most bullish thing that has happened.
      11/21/11
    • Chines33: No new tax hikes and no downgrade
      11/21/11
    • shaker33: So that is your catalyst?
      11/21/11
    • shaker33: Kudlow agreeing with you Chines.
      11/21/11
    • Chines33: Partly...along with the fact companies are still doing fine and getting amazing yield compared to treasuires..money will come out of bonds.
      11/21/11
    • Rubenov: Futures looking good right now.
      11/21/11
    • TruffelPig: NVO isn't a pharma really - even better, agro chem
      11/21/11
    • TruffelPig: They have some insulin and stuff but the real hammer is their enzyme business
      11/21/11
    • Bio Insights: Chines33, I'm worried about downgrades though. Your fundamental analysis wont be worth a shit to the market if france loses AAA
      11/21/11
    • Bio Insights: although I'm a bull too. We might have to wait all the way until next earnings season. Headline correlation has been hilariously high
      11/21/11
    • TruffelPig: I bought AAPL, AMZN, and SZYM today. Does that make me a bull?
      11/21/11
    • TruffelPig: Will hold them long term though.
      11/21/11
    • Bio Insights: given the pessimism here, if you're >50% long you're a bull lol
      11/21/11
    • TruffelPig: I am >50% long.
      11/21/11
    • TruffelPig: Actually, about 50% because I have money markets ongoing that I won't touch.
      11/21/11
    • edje: Chines, what is your year end target?
      11/21/11