Category: INO.com Contributors

Preview Issue #10: Trump Fires Shot, Valeant Divesture and Generic EpiPen Launches

Posted on by Noah Kiedrowski

INO Health & Biotech Stock Guide

Preview Issue #10 - February 8, 2017

BIOTECH, HEALTH & PHARMA NEWS

Prior to his inauguration, president-elect Trump held a press conference and chimed in on his stance with regard to the pharmaceutical industry and more specifically drug pricing. Trump stated that drug companies are "getting away with murder" when speaking to the drug pricing issue that has taken center stage throughput the presidential campaign. These remarks immediately resulted in a broad sell-off across the entire biotech cohort. The iShares Nasdaq Biotechnology ETF (IBB) shed more than 2.5% or $7 per share as these comments were heard during the live broadcast. Although the political uncertainty has abated, Donald Trump has been able to single handily influence the movement of specific stocks (i.e. Lockheed Martin, Ford, Boeing, etc.) and sectors (i.e. automotive, biotechnology and healthcare). The overall healthcare umbrella has become volatile on the heels of any statement or tweet from Donald Trump and thus one can expect continued volatility until the crosshairs are directed elsewhere.

WHAT'S NEXT

Continue reading "Preview Issue #10: Trump Fires Shot, Valeant Divesture and Generic EpiPen Launches" →

Copper's Consolidation Offers Buying Opportunity for Freeport-McMoRan

Posted on by Aibek Burabayev

Aibek Burabayev - INO.com Contributor - Metals


Every great party is followed by a hangover; every good rally is followed by a consolidation.

Chart 1. Copper Weekly: Consolidation

Weekly Copper Chart
Chart courtesy of tradingview.com

Copper was a hit at the end of last year. The price has gained more than 30% at the top of $2.74 from the end of last October. And then the players started to book the profit pushing the price down to the $2.4 area. It’s wise and natural to save such an incredible gain. Continue reading "Copper's Consolidation Offers Buying Opportunity for Freeport-McMoRan" →

Niche ETFs You May Want To Look Into: Part 2

Posted on by Matt Thalman

Matt Thalman - INO.com Contributor - ETFs


I recently noted a few niche Exchange Traded Funds that I have come across during my time researching the wide world of ETFs. In that piece I noted three niche ETFs that I could actually see myself buying. Today, I would like to shares a few more niche ETFs, some of which I would consider owning and others that I wouldn't touch.

The first two that I would like to point out are PureFunds ISE Cyber Security ETF (HACK) and the First Trust NASDAQ Cybersecurity ETF (CIBR). HACK was the first ETF that focused solely on cybersecurity, which is why I lean towards owning it instead of CIBR, which was started due to the interest and success of HACK. HACK goes after both the hardware and software side of cybersecurity and the service aspect. It splits the two segments of the business and weights them by market cap. HACK has an inception date of November 2014 and since then is up a little more than 10%.

While that is certainly not very impressive performance, it is hard to argue that we will see less of a need for cybersecurity in the future. With the ever-increasing demand for more cybersecurity, investors who get in on this market today will likely see big upside in the future.

Or maybe long-term buy and hold isn't your thing! Continue reading "Niche ETFs You May Want To Look Into: Part 2" →

Why U.S. Crude Imports Might Not Drop Despite OPEC's Cuts

Posted on by Robert Boslego

Robert Boslego - INO.com Contributor - Energies


U.S. oil inventories have increased by 20 million barrels since OPEC’s cut went into effect. Preliminary estimates of imports from OPEC members reveal an increase in the four-week trend of 77,000 b/d thus far in January from end-December. The largest increase, 148,000 b/d, was from Saudi Arabia.

U.S. Crude and Petroleum Product Stocks

I also observed that Saudi Arabia and Russia have masqueraded seasonal declines as their cuts. The Saudi cut of 486,000 b/d is a typical decline from production in the summer, when its domestic demand peaks. This year, instead of reducing its production after the summer, as it normally does, it waited until the OPEC meeting. (The graph below shows the seasonal decline in production from summer peak to the autumn in each year.) Continue reading "Why U.S. Crude Imports Might Not Drop Despite OPEC's Cuts" →

German Bundesbank Uneasy With ECB

Posted on by Lior Alkalay

Lior Alkalay - INO.com Contributor


Relations between the German Bundesbank and the ECB are turning tense again. What dictates this complex relationship of ups and down is one thing and one thing only—the Bundesbank’s fear of inflation. When deflationary pressures occur (falling prices) the German Bundesbank tends to accord more leeway for the ECB and it mutes its hawkish stance.

But when German inflation is on the rise, then the trauma Germany experienced from the inflationary crisis of the 1930s comes rushing back. Then the Bundesbank’s stance becomes hawkishly vocal and relations become strained. So, what has caused Germany’s Bundesbank to “raise its voice” this time around? This time, it's a bit more complex than just inflation. Continue reading "German Bundesbank Uneasy With ECB" →