A Top-Down Approach to Investing in Healthcare – Presented by Dr. Jeffrey W. Ross at #VALUExVail 2018

The following (slightly edited) PowerPoint presentation was given by Dr. Jeffrey W. Ross at #VALUExVail on June 28, 2018. Special thanks to Vitaliy Katsenelson for allowing a “top-down,” trend-following lecture to be presented at a hard-core value investor conference! JeffRossUpdatedVALUExVail2018 The following tickers were briefly presented within the lecture: $IBB $SBIO $CELG $REGN $ILMN $AMGN $BIIB $BMY $GILD $BIB $SLP …

Time to Sell or Time to Buy?

Time to Sell or Time to Buy? Wise shoppers know that the very best time to get good deals on your favorite items is during the unexpected “blue light specials” (or equivalent) that many retailers offer. The stock market acts in similar fashion… Don’t let short term market drops and intense volatility turn you into a short-term, fear-driven trader! Instead, …

Should we panic during market turmoil?

Since my retirement from practicing medicine at the end of June, you may have noticed that the stock, bond and foreign exchange (FX) markets have been tumultuous, to say the least. As both my clients and personal friends I hope that you are not surprised to learn that short-term market turbulence, caused by each new worry of the day, does …

Gilead Sciences: A Coiled Spring.

If you study the following chart, courtesy of Gurufocus.com, you will notice that Gilead Sciences (NASDAQ: GILD) has been stuck in a sideways trading pattern since August 2014. This is unfortunate news for the impatient speculator, but great news for the patient long-haul investor. Let me explain… At Vailshire Capital Management, LLC, we believe that owners of equities should consider …

13 for ’13: First Quarter Results

If you joined with me and invested in some (or all) of my “13 for ’13” recommendations at the start of the new year, you may be interested to see how we have faired so far in 2013.  The ride has been exciting … because it’s always more fun to ride investments up than to watch them crash down!  In …