I am a leading author and contributor on several financial websites, namely TalkMarkets, Seeking Alpha and INO.com. I cover a broad range of investment strategies; currency hedging, value, growth, options and dividend investing. I also cover long-term wealth creating strategies such as leveraging ...
more I am a leading author and contributor on several financial websites, namely TalkMarkets, Seeking Alpha and INO.com. I cover a broad range of investment strategies; currency hedging, value, growth, options and dividend investing. I also cover long-term wealth creating strategies such as leveraging 401ks, Roth IRAs and Health Savings Accounts (HSAs) to augment one's long-term investment approach. My area of emphasis is geared towards the overall healthcare industry (i.e. biotechnology, health insurers, large pharma, pharmacy benefit managers and pharmaceutical wholesalers) highlighting sector trends, political backdrop/current events, key developments and mergers and acquisitions. I authored a bi-monthly newsletter covering these topics in collaboration with INO.com. In partnership with INO.com, I author a bi-monthly newsletter service titled "Political Plays". In an effort to assist traders and investors to bridge the gap between Washington and Wall Street and provide actionable updates driven by political action. This is an apolitical newsletter assessing the potential impact of proposed and ongoing legislation across a broad range of industries occurring at the federal level. I am a biotechnology professional with a diverse scientific background and detailed knowledge in many therapeutic areas such as monoclonal antibodies and immunotherapies. I have a deep understanding of the clinical and regulatory aspects with respect to drug development and drug approvals. I have a personal interest in finance, investing and specifically options trading. My investment strategy is long-term/retirement oriented while exploring avenues to maximize wealth in retirement. My analyses are focused on individual stocks, sector trends and niche opportunities such as options trading.
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Latest Comments
Hasbro – Positive Earnings Commentary And Growth Catalysts Ahead
Yep, I was shocked too and hence why Mattel has fallen to the sidelines over the years. Hasbro is establishing its digital presence too with Netflix, My Little Pony and Transformers. The movie slate over the next two years is huge, look at Blank Panther and next Infinity War.
Hasbro – Positive Earnings Commentary And Growth Catalysts Ahead
Hasbro has a major distribution avenue via TRU and they had to lower guidance as a result of managing the bankruptcy through the holidays. But yes, they are adapting and looking at other alternatives including the digital channels.
Visa’s Growth Slowdown Has Begun
The breakout happened months ago from $90 to $125. What will be propelling the stock higher? I like the share buybacks and increases in the divided but buying here is too risky for me considering it's single digit growth rates.
Visa Is Still A Buy
Without revenue growth, businesses will not be rewarded with a high multiple. Earnings growth can be inflated by buying back shares so revenue is the metric that bests captures growth. Look at Netflix, Amazon, Salesforce... it's all about revenue in order to get assigned a high multiple. Slowing growth at all-time highs in a raging bull market, I'll pass. I'm not betting against Visa but certainly not buying at these levels.
Visa’s Growth Slowdown Has Begun
I'm saying that the past 5 quarters of revenue growth has largely been attributed to the acquisition of Visa Europe and now that the acquisition has annualized, these growth rates are coming way down to roughly 8% moving forward. So does single digit revenue growth warrant buying a stock this richly valued?
IBB – Challenging 2016, Recovering 2017 And Resurgence In 2018
Thanks for reading, hopefully 2018 will be a better year for this cohort.
Disney: Fox Acquisition, Streaming And Tax Reform
Thanks Bruce! I like your profile pic haha
Visa Is Still A Buy
Take a look at my most recent article with updated data from the most recent quarterly results in which revenue only grew by 9%.
www.talkmarkets.com/.../diminished-single-digit-revenue-growth-has-arrived
Visa’s Growth Slowdown Has Begun
Clearly, I disagree and they're baking in the Visa Europe numbers into the past growth and don't realize most of the growth is attributed to this acquisition. Look at my revenue graph and revenue growth graphs and you'll see. Also, zero growth over the last two consecutive quarters. Revenue was exactly the same in Q4 2017 and Q1 2018
Visa’s Growth Slowdown Has Begun
Single digit revenue growth at a lofty valuation based on any metric in my opinion. There's many companies that are growing revenues much faster with a fraction of the P/E or PEG, namely #Facebook ($FB).