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MYLAN ADDED TO OPPORTUNITIES IN HEALTHCARE

July 12, 2016: The United States pays the highest prices for prescription drugs of any country in the world. New drugs enjoy long patent protection that allows their makers to set prices at whatever the market will bear. It doesn’t stop there.

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CBRE and BREXIT

June 29, 2016: CBRE (CBG: $26, up 3% today) The global leader in real estate services has seen its stock hammered by the Brexit decision. Just this month, the price has fallen from $31, just before the Brexit vote, by 20% to its low on Monday to just under $25. Is this justified? The answer is no and here is why.

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BANK OF AMERICA REPORTS

Bank of America (BAC: $14.20, up 45 cents) reported earnings last night

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EARNINGS PREVIEW: Bank of America

Bank stocks are a group everybody loves to hate. This attitude creates value opportunities. Bank of America is selling below book value and one half the multiple of the S&P 500.

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AstraZeneca Research Report (AZN)

AstraZeneca (AZN) is a United Kingdom-based pharmaceutical firm with a solid history of delivering high quality medicines to markets globally. The company’s UK basis is also a competitive advantage in bringing drugs to market in non-FDA regions before coming stateside, a strategy few American-based firms follow.

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KIMCO REALTY (KIM)

Kimco Realty is an industry leading real estate investment trust specializing in outdoor shopping centers and strip malls. The company has 710 shopping centers in its portfolio in 39 states, making it one of the most geographically diversified retail landlords in America.

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