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Latest
Valuentum Commentary
Oct 28, 2015
Around the Horn in Biotech/Pharma: 3Q Earnings Review
Abbott, Biogen, Bristol-Myers, Eli Lilly, Gilead, GlaxoSmithKline, Merck, Pfizer… Oct 26, 2015
If It Happened to AbbVie, Could It Also Happen to Gilead?
Recent news concerning AbbVie’s hepatitis C drugs caused a severe decline in the company’s share price. Could such an event happen to Gilead? Sep 28, 2015
Biotechs Bruised
If one is gambling on the drugs of the future, then one must also deal with the uncertainties of the present. Regulatory risk has taken the air out of the biotech space. Sep 8, 2015
5 US-Centric Undervalued Stocks with Fantastic Economics
With most non-US markets crumbling, the resilience of a still-expanding US economy coupled with a strong greenback may make US stocks relative outperformers. Screen: Economic castles with a high percentage of revenue generated in the US that are trading at a large discount to our estimate of their intrinsic value. Jul 28, 2015
Quick Take: Gilead Blows By 2Q Estimates; Investors Getting Drug Pipeline for Free
We continue to like the company that found a way to cure hepatitis C. Jun 16, 2015
Target-CVS Agreement: What It Really Means
Target and CVS recently signed a major partnership, but a Best Ideas Newsletter portfolio holding may benefit the most from the agreement. Let’s take a closer look at effects of the deal. May 20, 2015
The Tax Man Cometh Anyway?
Yahoo! may not be able to ditch the IRS. What does it mean for Alibaba? Feb 4, 2015
The Savvy Strategy of Gilead's Management
Gilead investors’ only thing to fear is fear itself? Jan 9, 2015
January 5-9: The Week That Was - Drowning in Crude
Let’s cover new developments during the first week of 2015. Jan 5, 2015
4 Opportunistic Stocks To Consider Buying in 2015
The Valuentum Buying Index has registered a high rating in the past on these four investment ideas. 2015 may mark strong gains for these gems. Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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