Quidel Corporation: Looking for Healthcare Bargains
A steep and broad decline in corporate growth might have been expected. It is the shape, timing and magnitude of the recovery that is the critical issue. With so many companies in steep declines with big drops in the frequency of improvement of both sales growth and profit margins there is no evidence.Q2 2020 hedge fund letters, conferences and moreLast quarter’s evidence of an improvement in the basic industry and energy sector has evaporated. The recent rally has many basic industrial shares trading at premium prices and providing an excellent opportunity to sell.Index investing is more dang...