I'll Still Trumpet These Stocks

 | Feb 11, 2014 | 12:59 PM EST  | Comments
  • Comment
  • Print Print
  • Print
Stock quotes in this article:

regn

,

celg

,

biib

,

gild

Growth doesn't conquer all, but it sure does get a lot done. Take a look at Regeneron (REGN). This stock, like other biotech stocks I highlight in "Get Rich Carefully," has been stalled of late.

There's been nothing wrong with any of them, namely Biogen Idec (BIIB), Gilead (GILD), Celgene (CELG) and Regeneron, the stocks I call the Four Horsemen of the Big Pharma Apocalypse. But that doesn't matter. People buy these stocks because "they go up," and when they haven't gone up they want out. There's little patience to a shareholder in biotech, a total fact of life. But patience is very much needed because you have approvals and the approvals don't fit the timeline.

This morning, when Regeneron reported it was immediately bid up on the earnings-per-share beat, but then retreated as people have gotten jaded about the beat and raise off of its eye drug Eylea. Then, it seems, people read the release and realized that there is a lot more in the pipe than anyone thought and that Regeneron is well on its way to becoming a multi-shot-on-goal story like Celgene, Gilead and Biogen and, in many ways, is already passing Biogen for its plethora of product.

More importantly, Regeneron, which I recommended at $5 on "Mad Money" and never backed away from, is the living, breathing embodiment of why I like people to speculate and why I think there's ample opportunity for people to beat the market. I have grown tired of having to defend myself or the audience who reads me from charges of stupidity for attempting to find the Regenerons of the world. Those who are against my active stock picking role or my attempts to teach and advise on active stock picking often are out of touch --somewhat deliberately I might add -- or axe-to-grind people who pass off as being innocent as the driven snow.

I have my agenda: I quit making the big money at the hedge fund to help you figure out how to do this. I wouldn't be so dopey as to put such a big slug of money into a charitable trust if my goal were to con you into believing that individual stock picking is good. I certainly would have liked the $2 million I have given away.

No matter. The Regnerons of the world are living, breathing examples of growth stocks that can go right and I will continue to trumpet it and the other three horsemen whenever they are down as they all have bright futures and all have drugs in the pipe that could be very large, not unlike Eylea's been for Regeneron.

Columnist Conversations

HLF closed Wednesday trading at $43.63, down small with IV30™ down 3.2%. Conclusion HLF is down 40% sinc...
The Russell 2000 has led the broader market lower and today it returned to its 2014 lows, the bottom end of a ...
Here are the next potential support decisions to watch in SPX cash. Note that the current decline is only sim...

BEST IDEAS

REAL MONEY'S BEST IDEAS

Columnist Tweets

BROKERAGE PARTNERS

Except as otherwise indicated, quotes are delayed. Quotes delayed at least 20 minutes for all exchanges. Market Data provided by Interactive Data. Company fundamental data provided by Morningstar. Earnings and ratings provided by Zacks. Mutual fund data provided by Valueline. ETF data provided by Lipper. Powered and implemented by Interactive Data Managed Solutions.


TheStreet Ratings updates stock ratings daily. However, if no rating change occurs, the data on this page does not update. The data does update after 90 days if no rating change occurs within that time period.

IDC calculates the Market Cap for the basic symbol to include common shares only. Year-to-date mutual fund returns are calculated on a monthly basis by Value Line and posted mid-month.