A Miracle Drug For A Dreadful Disease
This month, Erez Kalir focuses on a company that has developed a drug that promises to be a game-changing therapy for severe pulmonary conditions for which there is currently no treatment.
Portfolio Update
A One-Two Punch To U.S. Stocks
In this issue, we provide updates on several current recommendations in the portfolio that have fallen in value. Some of these are world-class companies that dominate their respective industries. One is not. The distinction provides a good lesson in when to sell and when to hold.
A Possible Turning Point For Distressed Debt
Tight credit isn’t the only factor driving the Distress Ratio’s rise and fall. But it’s a powerful one that’s likely to keep making it harder for struggling companies to refinance their maturing debt in coming months. It all adds up to a likelihood that distressed-debt investors will have a significantly wider array of bonds to choose from before very long.
The Next MicroStrategy
For those who have successfully ridden the MicroStrategy train – seeing huge gains on investments into Bitcoin – congratulations. For those who have not ridden that train, this issue of Biotech Frontiers will offer you a similar opportunity: a recommendation of a company that is now as little-known as MicroStrategy was back in 2020, with very real potential for similar upside.
Know When To Hold And When To Fold
In this issue, we provide updates on several current recommendations in the portfolio that have fallen in value. Some of these are world-class companies that dominate their respective industries. One is not. The distinction provides a good lesson in when to sell and when to hold.
Distressed Bonds Outpaced S&P 500 In 2024
The total return of the average distressed bond exceeded 30% in 2024, beating the S&P 500 Index’s total return, which was well above its own historical average, at 25%. Still, with many big losers in that average, picking the right bonds is essential with distressed investing.
Spare Parts For Humans
A leader in the field of regenerative medicine, this company has developed treatment for injured civilians and soldiers in Ukraine, and for vascular victims of automobile accidents, shootings, and industrial mishaps. Its off-the-shelf solution is putting it way ahead of its competition… with a potential for huge future returns.
The Naughty List – An Investor’s Version 2024
It’s Naughty List time. In this once-a-year special edition, we make a list of our least-favorite, worst-performing companies, check it twice, and tell you why they’re not so nice.
Bracing for Volatility As Greed Runs Rampant
While corporate insiders and Wall Street analysts wave the caution flag by selling way more than buying, retail investors have never been more euphoric. We look at how that plays out across The Big Secret portfolio.
Trump’s Inflation Triggers
In this issue, analyst Erez Kalir focuses on a Big Picture inflection point that he says is crucially important for biotech holdings as well as every other investment in an investor’s portfolio.