“The taxes shouldn’t be the only factor in determining your investment strategy. If you have an investment you really like, continue to hold it. If it pays a good dividend, don’t let a tax increase be the sole reason to sell something.”

 “In a higher tax environment, 'tax loss harvesting will become more important, and doing it in a performance-neutral way.'”

 “After 3 years of painful underperformance, winter is finally thawing and spring just might be in the air... We favor names and are initially launching on cos with clear clinical narratives and/or commercial upside. We’ve got our hands in all the hot areas … oncology, neuro, rare, cardiometabolic, etc.”

 “We forecast strong earnings and cash flows for Regernon and highlighted its broad pipeline.”

 “No direct quote but included as part of The Magnificent Seven with an overweight rating.”