Biotech Values

[DewDiligence]

Curious what others may like in the recent Market…

I don’t think you can go far wrong in buying NVS, ABT, and PFE at the current prices—or any Big Pharma for that matter (#msg-65895222).

PKI is a solid, half-biotech company that’s been unduly punished in the current market sell-off and is a strong beneficiary of The Global Demographic Tailwind (#msg-65917215).

I recently added shares of DE (#msg-66300335).

XOM had two recent bullish insider transactions, including one sizable exercise-and-hold (#msg-66340138).

VALE and CLF have dirt-cheap valuations that discount a monumental collapse in global demand for iron ore, which neither company considers at all likely (#msg-66014159).

In addition to the names mentioned above, I added to AGN APD HNZ MNTA MON PG and PCL during the recent sell-off (#msg-65961928). These aren’t necessarily better buys than the other names in the My Stocks list in my iHub profile, but sector weightings played a role in picking the names above rather than the others.

Regards, Dew