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
So here’s where we really need to step up the hope that I’m a more gifted stock picker than meteorologist, or at least less motivated by wishful thinking. I wrote back at the beginning of August in a letter I was fortunate enough not to publish here (because there was
Well, yeah, the Series will have ended by the time you see this, the Fall Classic nearly becoming the Winter Wonderland and all with Game 7 moving into November, and clearly no degree of rooting for the Indians, even to the extent of finding this month’s song lyric snippet, will
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
