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Jun 28, 2017
Incyte, Examining Epacadosat's Recent Data
Image shown: Incyte's stock price performance since the beginning of 2014.The need for innovative advances in oncology remains unmet in spite of the entrance of next-generation treatments. We will examine the recent data release from Incyte pertaining to its novel treatment Epacadosat. Incyte hopes it will boost response rates which will greatly expand the number of patients that can be effectively treated. Let’s examine the details of the data release. Jun 26, 2017
Random Musings: Retail, REITs, BlackBerry, and More
Image shown: Best Buy's resiliency in the face of competition from Amazon. Let’s cover some recent news. Jun 26, 2017
An Overview on Roche Holdings
Image Source: Roche. The healthcare industry remains a global enterprise with world-class companies working towards new treatments. Let’s have a look at the prospects of Roche Holdings. Jun 19, 2017
Dividend Increases/Decreases for the Week Ending June 16
Let's take a look at companies that raised/lowered their dividends this week. Jun 16, 2017
Amazon To Buy Whole Foods: Not Creative Destruction, Just Destruction
Image Source: Mike Mozart. Amazon announced plans to buy Whole Foods. We’re viewing the news as affirmation of our decision to stay largely away from retail exposure in the newsletter portfolios. We think a bidding war for Whole Foods is possible, mostly to keep it and its real estate out of the hands of Amazon, potentially setting up for a true “winner’s curse” scenario. The winner will overpay. Jun 14, 2017
Bristol-Myers Squibb Disappoints
Shares of Bristol-Myers Squibb have come under intense selling pressure off the heels of disappointing performance at ASCO. Let’s examine the situation. Jun 14, 2017
Opinion: Is Amazon Prepared to Tackle the Pharmacy Market?
The meteoric rise of Amazon, both with respect to the breadth of its business operations and stock price, continues. On news of the rumor of its potential entry into the pharmacy market, entities speculated that may feel an impact immediately sold off. Though it’s much too early to estimate the extent of any impact Amazon’s entrance into the pharmacy market may bring, let’s take look at potential implications, courtesy of healthcare and biotech contributor Alexander J. Poulos. Jun 8, 2017
Verint’s Cyber Intelligence Division Impresses
Image Source: Blogtrepreneur. One of the latest additions to the Best Ideas Newsletter portfolio experienced strong top-line growth in both of its operating segments during the first quarter, and we continue to like the company’s exposure to the cyber intelligence arena. Jun 5, 2017
Dividends Increases/Decreases for the Week Ending June 2
Let's take a look at companies raising/lowering their dividends this week. May 29, 2017
Dividend Increases/Decreases for the Week Ending May 26
Let's take a look at companies that raised/lowered their dividends this week.
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