Contributor since: 2013
Latest Articles
Toll Brothers: Buying This Bear, And The D.R. Horton Bear, Too
Microsoft 3.0: A Turnaround That Looks Real
Deere Misses, Jumps Anyway: Q2 And Fair Value Discussions
Market 'Risk Off' Update Courtesy Of Bloomberg's Bond Page
The Good News In Tuesday's Selloff
Novo Nordisk: Review Of Key Growth Drivers And Pipeline Candidates
A Fresh Look At Celgene After Q1 And New Info On Ozanimod
An Exercise Showing Apple's Fair Value To Be Around $300
Regeneron: Like Apple In 2016, Hated But Great - And Ready To Roll
Pfizer: Buy This Dip?
Gilead Denies It Stumbled: Is The Selling Overdone Or Just Starting?
Vertex Pharmaceuticals Heads Toward An Important Tipping Point
Amazon: Why It Looks Like A (Potentially Major) Top
AbbVie's Q1: It May Be Biotech's Apple, Circa 2005
Amgen's Dim Sales Outlook Looms Over Buybacks
Biogen: Down Too Far, Too Fast?
Alphabet's Growing Competitive Threats
The Strengthening Case To Sell The Oils
GE: Staying Long As Fear Begins To Strike Out
Johnson & Johnson: Going The Way Of IBM?
The Fed: Cooling An Under-Heating Economy
What Bloomberg's 'Yield Curve Flattening' Report Does Not Say
The Bio-Tech 'Wreck': General, And Company-Specific Analysis
Risk Off, Week 2
Going Long Trade Wars With Value, Part 1: Berkshire Hathaway
'Risk Off': 5 Reasons
The Cheesecake Factory: The Shorts Are All Over It, But I Like It
AbbVie Meets The Bear: Analysis With Comments On Market Risks
Thor And The Cycle: An Investing Fable (Podcast With DoctoRx)
How Apple May Be Pulling Away From Android
Turnaround Tuesday: Trade, T-Rex, CPI; Why It May Matter
Odyssey Outcomes: Making Regeneron's Stock Great Again?