A New Healthcare Strategy - Branded Pharma Out, Diagnostics, Generics In
“When you lose, Don’t lose the lesson” - The Dalai Lama
For the better part of 5 months I’ve been kicking myself over not dumping Pfizer (PFE) from the Secular Trends Portfolio the day they announced the Wyeth merger. The second I heard about the deal I honestly thought the TV announcer had made a mistake; [...]
Mid-Week Brain Purge - Healthcare, Cheap(er) Windows 7, Behavioral Finance Links
First off is a good think piece on several of the many issues we face with regards to healthcare reform; it’s a few days old but has lost no relevance (From WSJ.com): The Myth of Prevention
Next up is the first of two links to articles with a behavioral finance bent (I’m a nut for the [...]
Potash Corp (NYSE: POT) Slashes Q2 Earnings Est; Group Holding Up Surprisingly Well
Potash Corp of Saskatchewan Inc (NYSE: POT) issued a major cut to 2nd quarter earnings estimates yesterday, now calling for just $.70/share from earlier guidance of $1.10-$1.50. While this is certainly disappointing for investors in the entire space, shares of Potash Corp. are impressively holding their own today, currently down just 2% after falling nearly [...]
Goldman’s Reversal on Commodities in 2009 Caps a Bipolar Year; Caterpillar Cut to Sell (CAT)
Goldman has gone from from permabull (remember the $200 oil “super-spike” call from May?) to permabear in less than one year’s time. Earlier this year the call was for an average spot price for crude between $110-$120 through 2011; today the 2009 average spot was pegged at $45. In conjunction, Goldman is slashing estimates for [...]
Potash Corp. to Cut Production 20 Percent; Will Pricing Be Preserved? (POT)
Potash Corp. came out late yesterday and joined the likes of Mosaic (MOS) and Uralkali in cutting production of its chief product, as they will reduce 2009 potash output by roughly 20%, beginning in January.
CEO Bill Doyle sees demand as only temporarily weak, noting a slowdown in the availability of credit and a general “wait [...]
A Critical Day Approaches for Commodities; A Look at Wheat, Aluminum, Copper (AA, FCX, POT)
In addition to the disappointing close in the U.S. equity markets yesterday, there was also a renewed breakdown in the prices of many commodities. Due to their leverage as catalysts to Potash Corp (POT), Alcoa (AA), and Freeport-McMoRan (FCX), I’m focusing in on wheat, aluminum, and copper.
Wheat
After forming a solid bottom around the $500 [...]
Macau GDP Weakens in Q3; Visa Restrictions to be Lifted? (LVS)
The Statistics and Census Service (DSEC) today released 3rd quarter GDP for the Macau Special Administrative Region of China. Growth slowed sharply, coming in at just 11.3% for the 3rd quarter, after posting gains of 32% and 22% in the first two quarters, respectively.
Gross Casino Revenue grew 27.6% after registering 47.6% in the 2nd quarter. [...]
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Investopedia Commentary- Setting The Medical Records Straight (MDRX, CERN, MRGE, QSII, MDAS, GE, POOL, BC)
- Big Dividends In Utilities (PGN, POM, AEE, NI, DUK, FE, CNP, ED, SO, TE)
- Costco's Loyal Shareholder Base (COST, TGT, WMT, BJ, BBY)
- 4 Oil & Gas Companies With Momentum And Great Dividends (PWE, KGS, GEL, NGLS)
- Don't Forget The Discounters (WMT, TGT, DLTR)
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