Monthly Archives: August 2015

Novo Nordisk (NVO-NYSE, $57.57 US). Does an Oral GLP-1 Mega-Blockbuster Await in the Wings at Novo?

Novo Nordisk, the world’s biggest insulin maker, has for years kept away from the acquisition strategy of Sanofi, Pfizer Inc. and other drugmakers, preferring to focus on internal research and development. That tack has paid off for Novo, the best-performing

Posted in Open Blog

Q2, 2015 Decline in S&P 500 Earnings Caps Near Term Upside. Is This the Time for Accumulation?

According to Factset, the bulk of S&P 500 companies have reported earnings. To this date, the blended earnings decline is about 1%. The last quarterly earnings decline noted by the S&P 500 companies was Q3, 2012. As then, bears

Posted in Open Blog
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