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DoctoRx
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Over 30 years of investing in individual stocks. Extensive business experience with small to mid-size companies, including as CEO. Many hundreds of blog posts on financial and economic matters since 2008. Focus on value with catalysts for upside price action. Background as a physician and... More
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  • Aetna Sells Off On UnitedHealth Problems

    I seem to recall this happens periodically. UnitedHealth (UNH) leads off the big health insurers earnings results and disappoints, as occurred today. Then Aetna (AET) sells off with UNH. Then AET beats restrained, diminished expectations and the stock ends up where it was before the selloff, or higher. So I added to my AET holdings, which due to stock strength were at the lower end of my usual AET holding range. (Note Cigna usually trades closely with Aetna.)

    Let's see if past is prologue here.

    Disclosure: I am long AET.

    Additional disclosure: Not investment advice. I am not an investment adviser.

    Apr 17 10:16 AM | Link | Comment!
  • Taiwan Semiconductor Beats And Raises

    The giant chip foundry, Taiwan Semiconductor (TSM), overnight announced a beat and raise quarter. LTE phones are the main driver of acceleration in its business. Thus it and Qualcomm (QCOM) are up sharply today in a down market.

    I have added to significant positions in both stocks this morning.

    Disclosure: I am long TSM, QCOM.

    Additional disclosure: Not investment advice. I am not an investment adviser.

    Tags: TSM, QCOM
    Apr 17 10:07 AM | Link | Comment!
  • Apple's 2014 Earnings Estimates Fall Steadily

    Yahoo! Finance tracks earnings estimates. For Apple (AAPL), this FY's estimates have been eroding for some time and continue to do so. This shows that analysts do not like what they are learning in such inquiries as supply chain checks. Here's the latest array of earnings estimates:

    EPS TrendsCurrent Qtr.
    Mar 14
    Next Qtr.
    Jun 14
    Current Year
    Sep 14
    Next Year
    Sep 15
    Current Estimate10.158.5142.6246.52
    7 Days Ago10.148.5742.7046.55
    30 Days Ago10.128.6142.7646.26
    60 Days Ago10.168.6342.8246.28
    90 Days Ago10.869.0043.7247.88

    I take this as a warning sign, especially given AAPL's technically chancy chart.

    Tags: AAPL
    Apr 15 8:04 AM | Link | Comment!
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