Five More Actionable Ideas in a Post-Trump World
Summary: These include: Short U.S. treasury bonds, short emerging markets (but long Russia equity index), long U.S. dollar and short Euro. Apart...
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President Trump and Healthcare (And Pharma) Sector: What's Next?
Now that the initial shock period is over, we return to finding out how President Trump could affect the U.S. (and with it the global) healthcare...
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Winds Across the Pacific: What the US Election Will Bring to Asia
The bitter divisiveness of the campaign, between Democrat Hillary Clinton and her Republican rival Donald Trump, reflects the deep disaffection of...
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Revisiting the Bristol-Myers Squibb (BMY US) Bullish Investment Thesis After the Q3 Earnings Report.
In our first report on Bristol Myers Squibb Co (BMY US), we presented our bullish contrarian thesis and considered the common stock undervalued for...
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Hanmi Pharmaceutical: This Korean Pharma Giant's Stock Could Rebound More than 50%.
Hanmi Pharm Co Ltd (128940 KS)Â stock has fallen from recent highs after Boehringer pulled out of an oncology deal and short-sellers piled on the...
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