December 29, 2017 @ 6:02 pm | AGN, AUY, BHP, Breaking News, CHK, FLR, GE, Jubak Top 50 Portfolio, POT, SPWR |
In the first week of January I’m going to rebalance, per the strategy I pursue with this portfolio, my long-term 50 Stocks Portfolio. That means I’ll be taking profits in the big winners of 2017 and adding to positions in the laggards for the year ahead....
February 13, 2017 @ 7:53 pm | AGN, Buy, Jubak Top 50 Portfolio |
Today’s buy for Allergan (AGN) in my long-term 50 Stocks portfolio completes the transition I started when I sold the stock in my 12-18 month Jubak’s Picks portfolio. At the time of that sell, I felt that Allergan was chasing too many opportunities that...
November 22, 2016 @ 10:53 am | AGN, Jubak Picks Portfolio, Sell |
I still like Allergan’s (AGN) portfolio of anti-aging drugs, especially it’s Botox franchise. But I’m not especially fond of the company’s current strategy of acquisitions in the very hot market for NASH drugs. Yes, someone will win a key...
September 23, 2016 @ 7:39 pm | AGN, Jubak Picks Portfolio, Update |
Update September 23, 2016 Allergan (AGN), which I added to my Jubak’s Picks portfolio on July 30, 2015 on the strength of its Botox franchise, acquired two companies on September 20. Neither is in the Botox or cosmetic drugs space. Both, in fact, are companies...
May 10, 2016 @ 1:27 pm | AGN |
Update May 10. Allergan (AGN) reported first quarter 2016 earnings and revenue today. These results are really the first chance that investors in Allergan have to assess the state of the company since its merger with Pfizer (PFE) died at the hands of changes in tax...