Rod Raynovich | TalkMarkets | Page 2
CEO of Raygent Associates
Contributor's Links: Raygent
Rod Raynovich is an entrepreneur and executive with a focus on life science companies and medical technology trends.He has over 35 years executive experience including Abbott and JNJ and has been involved three successful start-ups. Before starting Raygent and other companies he was also a ...more

All Contributions

Latest Posts
17 to 32 of 367 Posts
<<< 1 2 3 4 ... 23 >>>
Risk On For Biotech - Time To Trade The Small Caps
Seasonality favors small caps through January 2024, many are beginning to look good on technicals.
Healthcare Playbook: Hardly Defensive With A Covid Hangover In Biotech
Market Bubbles may take a long time to clear and we created a big one in July 2021 dealing with the COVID pandemic.
Pivotal Week Coming Up: Big Tech Earnings, Geopolitics, Technicals, Treasury Yield...
The upcoming quarter GDP is expected to hit 3.7% which has brought the FED dialogue to “higher rates for longer” which might lead us to a recession in 2024. So watch the yield on the 10-year TSY now at 4.924% but needs to stay below the 5% range.
Healthcare Portfolio Focus Stocks
The macro news has been a steady headwind with rising rates offering 5% risk-free treasury yields.
Large Cap Biopharmaceuticals-Core Holdings For Your Healthcare Portfolio Until M&A Action Picks Up
Healthcare has not been a strong sector in 2023. Despite its history of being defensive in turbulent times the sector has underperformed as higher rates curb buyers sentiment.
Three Of Our Top Picks For Your Healthcare Portfolio
Amidst macro uncertainty, healthcare stocks should outperform.
Healthcare Playbook Revisited - Growth Plus Value
Despite concerns about rising healthcare costs and ever more expensive technology for treatment encompassing drugs, devices, and data management, still innovative medicine marches on.
Healthcare Portfolio: A Mixed Market Looking For Value
Many healthcare stocks may be defensive in nature but if you are overweight the basic plays like the XLV or biotech funds like the Fidelity Biotechnology Fund you are trailing the market over the past two years.
Life Science Mutual Funds Compared To ETFs And What Is In Your Portfolio?
It is important to track sectors of the market because trends to create volatility. For example the COVID pandemic created a diagnostics and vaccine revenue bubble that dissipated over several months.
Large Cap Biopharmaceuticals Performance 2023 YTD: Mixed Results But Lilly Is A Big Winner
Biotech stocks are in a bear market since the IBB hit $177.37 in 2021 and is down 7.84% over five years.
Big Weeks Ahead For MedTech And Life Science Stocks
It’s a big week for earnings that may change the trajectory of the rally but more than likely will continue the rotation into different sectors.
Playbook Revisited As UNH Beat Could Help Sagging Healthcare Stocks
Last week saw a broadening of the rally as many top sectors were up over 3%. But healthcare was among the laggards up only 0.7%.
Biotech Blues: Stay Balanced Through July Earnings Season
Life Science stocks lack momentum so be prepared for rebalancing and rotation shifts.
Large Cap Biopharma Buffeted By Big Gov, Choppy Days Ahead
After a huge run-up in stocks since January investors have come to realize that most of the gains have come from the so-called “Magnificent Seven” tech stocks.
Biotech And Healthcare Stocks Lagging
Healthcare is a laggard with XLV down YTD but UNH is still a core position.
Macro Muddle Coming Up As Market Exceeds Expectations, Small Caps Gain Ground
For the bull run to continue we need broader market participation from SMID caps.
17 to 32 of 367 Posts
<<< 1 2 3 4 ... 23 >>>