Rotation in Its Youth By Jim Cramer About this article: It's funny how little people care about actual earnings when you get one of these smoking, honking big rotations. Consider the stocks of two companies that have certainly been in the news really negatively of late: Genzyme and Celgene. Genzyme has had a nasty reversal after a blow to its manufacturing capacity -- contamination of two of its biggest selling drugs. The last we heard from Celgene was a preannouncement of worse-than-expected earnings, the kiss of death for a high-multiple drug stock like this one. But both are roaring. (If you actually care about earnings, the biotech with the best earnings-per-share momentum is Gilead, which we keep buying for Action Alerts PLUS.) I often find this type of behavior is the beginning of the rotation, not the end, as the rising tide lifts all boats. This is even more significant than ever because of the proliferation of... Or, call us at 1-866-321-TSCM (8726) Monday-Friday, 8 a.m.-6 p.m. ET. Outside the U.S. and in Canada, call 1-212-321-5200.

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