Not surprisingly, there are no picks from my 52 Week Low screen – so I am using the 25% off alternative screen this week:
| Ticker | Price | Fair Value | Margin of Safety | Yield % |
| ALXN | $122.61 | 194 | $71.39 | 0.0% |
| BIIB | $232.83 | 356 | $123.17 | 0.0% |
| BMRN | $80.51 | 123 | $42.49 | 0.0% |
| GILD | $81.87 | 124 | $42.13 | 2.2% |
| WSM | $53.79 | 76 | $22.21 | 2.7% |
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I am starting to think Biotechnology Firms are trading on the likelihood of a Hillary Clinton Presidency?
- MarketWatch – Opinion: Biotech stocks are in for more election trouble on drug pricing
- ETF Trends – Expect More Election Year Volatility For Biotech ETFs
I am not sure why, the Donald seems equally hostile to the industry – and is more likely to do something stupid.
Quite the dilemma – that is the only sector I am finding value, but if both Presidential Candidates seem determined to decimate the industry – it might be a value trap.
This is not an academic question for me – I have been putting together a large position in Gilead Sciences – so I will be monitoring this issue closely.
Results are based on the following screen:
- Price / Fair Value <= 0.75
- Economic Moat >= Narrow
- Financial Health Grade >= B
- Morningstar Rating = Five Stars
asdad