Pharmaceuticals
New Select Industries Group Holding: Selling Drugs To Shop Department Stores
Upgrade to Attractive last month put Department Stores on our radar, and February’s move into the GS “top ten” confirms the quantitative strength of this group. Improving technicals, stronger than expected January sales and increasing probability of soft landing indicating a promising outlook for this group.
New Select Industries Group Holding...Adding Pharmaceuticals And Deactivating Biotech
With the improvement of the Pharmaceutical group within our GS Score rankings to attractive, along with Biotech’s fall from grace (all the way to unattractive), we are getting a chance to make a move into the drug stocks.
Health Care...Major Drugs Returns to Portfolio
“Major Drugs” hit Attractive in June, slipped to High Neutral in July, and moved back to Attractive in August.
We Like the Drugs....But Not Yet
Back in August of 1990, this publication issued a warning, “Don't Get Too High on Drugs”. This five page article concluded that ethical drugs were “potentially one of the most vulnerable sectors in the entire market.” In retrospect, this anti-drug warning has proven to be one of our better calls.
View from the North Country
The Ross Perot Factor... Coming Off the Drug Related Highs (The Drug Stocks)...Is The U.S. The Land of Cheap Labor and Long Hours?
Don’t Get Too High On Drugs
As often noted in these pages, as far as stock prices are concerned, investors’ perceptions are often more important than reality. Political focus on the Ethical Drugs will take its toll on drug industry P/E’s, even if nothing ever comes of it.
Drug Stocks and the Dollar – Some Words of Warning
Drug stocks a play on the weak dollar?...perhaps not as good a play as most think. Herein we compare the market performance of drug stocks with the dollar from 1975 to date.
Should Still Another Wall Street “Truism” Be Retired? Drug Stocks and the Dollar
If you believe drug stocks are really a play on future weakness in the dollar, you better read this study. We like the drugs, but not for this reason. Drug stocks at one time were sensitive to dollar fluctuations but over the last four years this has not been the case.
Health Care Today and Tomorrow....And One Specific Investment Opportunity Area
In recent years health care stocks have developed a bad case of two tier-ism. Health care service issues have been hot numbers while more traditional health care issues, primarily the big ethical drug issues languished. From now on it may be the other way around.
Perception for the Professional
March 2026 Issue
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March 2026 Issue
