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  • Alnylam Pharmaceuticals Keeping Multiple High-Potential Programs Moving Forward  [View article]
    My concern revolves around the "five in fifteen" target which has morphed into "Something by 2020."
    Nov 16, 2015. 12:33 PM | 1 Like Like |Link to Comment
  • We're in the 4th phase of a bull market, Laszlo Birinyi tells the FastMoney gang, and it's typically the strongest phase and lasts nearly a year. Don't forget animal spirits, he says, noting CMG, TIF, ISRG all warned, all got hammered, and all recovered. The sudden flows into stock funds? "I don't subscribe to the theory that the retail investor is the last one in."  [View news story]
    One of the best of the contrary indicators is the number of bullish advisors. Where are they now? About at the level where they were every other time a significant correction was about to begin. Investor's Intelligence is the source of this information. They publish the data each Wednesday. Online subscriptions get it faster.
    Jan 25, 2013. 03:51 PM | Likes Like |Link to Comment
  • Virtus: This Phoenix Has Risen From The Ashes (Part 2)  [View article]
    A chunk of their success stems from selecting F-Squared as a sub-advisor to a number of their funds. F-Squared follows that old Will Rogers sentiment: "People keep offering me a return on my principal. I want a return OF my principal." That's F-Squared's baliwick, as their track record demonstrates with them finding their way to 100% cash in 2002 and 2008. The same thing that costs other fund managers clients is generating clients for F-Squared. Few investors have a long enough time horizon to live through 50% losses.
    Apr 13, 2012. 02:55 PM | 1 Like Like |Link to Comment