SaintNectar
@saintnectar.bsky.social
Swing Trader | CANSLIM disciple analyzing fundamentals and hunting for the next market leaders. I focus on institutional quality and high-growth stocks
If history rhymes, pharma names with real earnings and discounted valuations are where rotation capital lands. Some beaten-down names with strong balance sheets worth watching: NVO (11x P/E), PFE (6.7% yield), ABBV (Dividend King), JNJ, MRK.
“A similar pattern emerged in 2000. After Tech peaked in March of that year, Consumer Staples, Utilities, and Healthcare rallied about 40% to 45%, even as Tech and Communications slumped 51.8% and 39.4%, respectively.” www.barrons.com/articles/tec...
A Tech Bust Gave Way to a Broader Rally. What Comes Next Could Be Ugly.
Well before the past week’s gyrations, the stock market’s character already had undergone a significant transformation, one that resembled what followed the dot-com boom at the end of the last century...
www.barrons.com
February 7, 2026 at 4:12 PM
If history rhymes, pharma names with real earnings and discounted valuations are where rotation capital lands. Some beaten-down names with strong balance sheets worth watching: NVO (11x P/E), PFE (6.7% yield), ABBV (Dividend King), JNJ, MRK.
NVO EPS: +31→+31→+15→+21→+11→+7%.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.
February 7, 2026 at 3:59 PM
NVO EPS: +31→+31→+15→+21→+11→+7%.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.
Sales: +28→+22→+20→+24→+11→+5%.
Down 49%.
But FDA restricting compounded GLP-1s + Wegovy pill on TrumpRx & Amazon could stem the bleeding. New CEO may be sandbagging '26 estimates to beat & raise.