Posts in Category: stocks

The (Drug) Price Is (Sort Of) Right! (Sometimes)

Spending the day, as I often do, listening to company conference presentations and/or–in today’s case, and–meetings with management teams.  Today, I’m in drug world (no, not the way you might think).

So what’cha got?  Some interesting sidelights on drug pricing from a conference presentation this morning, given by a company, Neurocrine

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Popular, Inc. (BPOP-$38.47) No stress, I PROMESA you!

So you end up following things you don’t entirely expect, and one of those, at the beginning of this year, was the biggest bank in Puerto Rico, Popular Inc. (BPOP). Having had some exposure to the overall situation in the commonwealth by my positions in some bond insurers, which are

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