Biotechnology

Health Care has been the best performing sector following mid-February’s market peak. Its robust relative performance during this bear market isn’t terribly surprising given the sector’s defensive qualities, but it has impressively outpaced other safe haven areas.

• Read more

The economic outlook has turned increasingly cautionary, investors are on edge, and the search for yield persists. Because the typical defensive/high-yielding plays are generally both expensive and unappealing in our group work, we highlight several less conventional groups that may be poised to outperform.

• Read more

In May 2015, we warned about rich valuations for small cap Biotech stocks and looked at various ways to evaluate those companies, as the majority have no approved drugs on the market, thus no revenue; therefore, valuing these companies using the conventional methodology is problematic.

• Read more

Biotechnology and Precious Metals are this week's best groups. Oil & Gas Exploration & Prod. and Oil & Gas Drilling are this week's worst groups.

• Read more

Biotechnology and Alternative Carriers are this week's best groups. Regional Banks and Metal & Glass Containers are this week's worst groups.

• Read more

• Read more

Biotech and Small Biotech lead this week while Regional Banks and Hypermarkets & Super Centers lag.

• Read more

Automotive Retail improved into the top five rankings; Biotechnology, despite being out of favor, has both long-term growth potential and higher profitability than Pharmaceuticals; Developed Diversified Banks is up almost 20% since the election.

• Read more

Biotechnology and Biotech...Small/Micro were this week's best groups. Tobacco and Precious Metals were this week's worst groups.

• Read more

Pharmaceuticals and Biotech...Small/Micro were this week's best groups. Real Estate Investment Trusts and Department Stores were this week's worst groups.

• Read more

Biotechnology and Biotech...Small/Micro take the lead this week.  Diversified Banks and Department Stores were this week's worst groups.

• Read more

Biotechnology and Health Care Facilities are this week's best groups.  Oil & Gas Exploration & Production and Oil & Gas Drilling were this week's worst groups.

• Read more

Biotechnology and Diversified Chemicals were this week's best groups and Oil & Gas Exploration & Production and Oil & Gas Drilling were this week's worst groups.

• Read more

A snapshot of Automotive Parts & Equipment, Large Cap Biotechnology, and Reinsurance.

• Read more

Biotechnology and Health Care Services were this week's best groups and Electric Utilities and Coal & Consumable Fuels were this week's worst groups.

• Read more

Biotechnology...Small/Micro was this week’s best group and Independent Power Producers & Energy Traders was this week's worst group.

• Read more

Biotech (all sizes) had a huge week adding to impressive YTD results.

• Read more

Biotech & Managed Health Care continue strong year, Coal & Consumable Fuels struggle.

• Read more

While we view the industry group selection as the most important decision, looking at the sector level rankings also helps us identify broad trends. Here we highlight the top two rated sectors, currently, which also represent a combined >40% weight in our Select Industries Portfolio.

• Read more

While Large/Mid Cap Biotechnology companies are boasting rising profitability, better cash flows, and stronger drug pipelines, the Small/Micro Cap Biotech firms, in general, have little tangible to show and valuations may be above the comfort zone.

• Read more