September 26, 2019 8:14am

The only news, I read is who is presenting at which conference

I’m also just back; healthcare conferences exhaust but, the fruits of listening, meeting and true on-on-ones with managements illuminate and then it’s to check the realities of their message and full story going forward

Also “whose” lips are moving on the podium at these conferences, notice CEOs are sending surrogates to speak – it’s a deniability move as the breakout sessions get shorter and shorter!

The month and Q3 are coming to an end; expectation is low on forecasts and estimates in my mind’s eye



Timely insights have line extensions within or to a volatile pricing universe. Thus my line in writing is separating actionable numbers or intelligence and news into a short-term investment thesis to tackle the “unknown unknowns”


Dow futures are UP +0.25% (+68 points), S&P futures are UP +0.23% (+7 points) and NASDAQ futures are also UP +0.17% (+13 points)


U.S. stock index futures were slowly higher Thursday, boost by optimism around trade talks with China;

European stocks traded higher with upbeat consumer sentiment data out of Germany providing an additional boost. The pan-European Stoxx 600 was up 0.6% by mid-morning;

Asia Pacific stocks were mixed amid hopes that the U.S. and China could strike a deal soon as the two largest economies of the world attempt to find a deal to end their protracted trade dispute which has lasted for more than a year and rattled financial markets globally;


Data docket: jobless claims and the final reading of real GDP data from Q2 out at 8:30 a.m. ET.




Expectation shouls be always on theit mind ....

In relation to the title’s “themes”, let’s start with insider percentage ownership of the public shares and don’t “hand me” their option positions, institutional ownership and by whom, operating expense by quarter, platforms “motions” forward – multiples work better.

And the talk to me about the “depth” of the board of directors and their companies share pricing – investors might NOT want to know those numbers.

And I am just starting my diligence …

The realities of Q3 are about to appear – UGLY or FUGLY!

Let's look up the last ... Q3 numbers of multiple years?


Traders are monitoring the latest global trade developments.

Investors are monitoring an impeachment inquiry started at the House of Representatives on Tuesday, in relation to a call between President Trump and his Ukrainian counterpart, Volodymyr Belinsky.

A transcript from the call, released Wednesday, did not appear to show and explicit quid pro quo by Donald Trump. However, more details of their phone conversation are yet to be released <CNBC>



The sector’s Advance/Decline (A/D) line was 16/26, 1 flat and 2 acquired

The IBB was down -0.29% and the XBI was also down -0.50%


Companies in my headlights – It’s your decision; I provide an idea and context:

*** Reiterating, “What will be ‘will be but, let the machines and algorithms do their best for entering this sector.” …



Opinions expressed are those of the author and are subject to change, and not intended to be a forecast of future events, a guarantee of future results, nor investment advice.

Whether information or intelligence is good, bad or somewhere in between; I put into context what is relevant and useful for investors.  All investments are subject to risks. Investors should consider investment objectives.

Henry McCusker, the editor and publisher of RegMed Investors does not hold or have positions in securities referred to in this publication.