Friday Investment Talk: Hydrogen, Biogen’s Alzheimer Drug and Market Action
Hydrogen fuel technology companies are reviewed. Biogen stock looks vulnerable as FDA approval of its new Alzheimer drug attracts criticism. Stocks hit highs, but not very convincingly.
Stock Trade: Month End Catalyst
With this stock out of favor yet showing some stable base building, investors are ignoring major catalyst occurring before month end.
Stock Idea: FDA Softens
Biogen’s new Alzheimer’s, drug approval has investors pondering whether this is enough of a change in mindset to reshape opinions about gene editing companies. Bets are being placed in the options market.
Friday Investment Talk: Semiconductors, Inflation, Bonds and Biotech
The global semiconductor shortage calls for capital investments. Commodity inflation is here. CPIs are low still, but long bonds sell off. Biotech is a sweet spot.
Stock Research: Women Suffer More
A timely play in a company focused on autoimmune disease detection for diseases disproportionately affecting women.
Stock Research: Making Waves in Oncology
A very early stage biotech opportunity with links to big pharma. We are seeing small scattered call buying today.
Friday Investment Talk: Black Friday, Biotech, Solar Stocks, and Gold
Black Friday Sales are expected to be dominated by online shopping with overall sales increasing by 5% from 2019. Is this a low estimate?
Biotech and Solar ETFs breakout, while gold broke down this week.