Seeking Alpha

jeanewight

jeanewight
Send Message
View as an RSS Feed
View jeanewight's Comments BY TICKER:
AAPL, ABBV, ABT, ACN, AET, AFL, CBS, CMCSA, COP, CPB, CZZ, DG, ELNK, GD, GSH, HAS, HIG, IBB, IBM, JNJ, K, LINE, MDT, MMM, MO, MPC, MRO, MSFT, NKE, O, PCL, PEJ, PFE, PG, PII, PM, SNY, SPY, STX, TIF, UA, UTX, V, VLKAY, WMB, XLE, XOM
Latest  |  Highest rated
  • The bottom line for employers of the Supreme Court healthcare opinion is that most companies won't drop coverage for workers, but some might rework their plans and smaller ones could delay hiring. That's because firms with 50+ workers will be liable for a fine starting at $2K per employee if they don't provide insurance. "That will flat out limit us to 49 employees," says one small-business exec.  [View news story]
    Is that the price Republicans pay for disagreeing?
    Jun 28 12:52 PM | Likes Like |Link to Comment
  • An Ohio court backs a request from Aetna (AET +1.2%) to stop the state from proceeding with lucrative Medicaid contracts that were tentatively awarded to five health plans. Aetna's lawsuit follows the state awarding the firm a contract in April but then backtracking on it this month.  [View news story]
    long AET
    Jun 28 07:51 AM | Likes Like |Link to Comment
  • An Ohio court backs a request from Aetna (AET +1.2%) to stop the state from proceeding with lucrative Medicaid contracts that were tentatively awarded to five health plans. Aetna's lawsuit follows the state awarding the firm a contract in April but then backtracking on it this month.  [View news story]
    Aetna lost many points in experience - one criteria for judging applicants - for not providing full liability for certain plans with other states.

    5.1B awarded by govt. to healthcare providers in year ending 6/11 -
    lots at stake, which is why AET wants a review of process, which it said was changed retroactively.
    Jun 28 07:50 AM | Likes Like |Link to Comment
  • My Mad Method: Battle Of The Consumer Goods Titans [View article]
    Thank-you. Good point!
    Jun 27 09:16 AM | 1 Like Like |Link to Comment
  • My Mad Method: Battle Of The Consumer Goods Titans [View article]
    People are pretty ho-hum about picking up shares of PG, citing there are better prospects out there,and PG's less than stellar mgmt. and so on.... What if one inherited shares of PG? That's somewhat of a rhetorical question as there are 2 options - hold or sell, and a case could be made for either. It's maybe not a company I would have chosen as a priority buy, but it is also a positive addition to one's portfolio as a stable dividend stock. I like Truthbedamned's comments. Or I suppose I could sell and look for one of those "better prospects out there."
    Jun 27 07:51 AM | Likes Like |Link to Comment
  • My Mad Method: Battle Of The Consumer Goods Titans [View article]
    Some people just seem to stick with name brand products no matter what. For example, when grocery shopping recently, I saw an older woman with a huge box of Cheerios in her cart, which I noticed because there are definitely cheaper generic - and I would say equivalent - versions of Cheerios out there. I think consumers generally tend to buy generic, but there are exceptions and niches for certain very classic brand products. Also, I think value minded consumers look for sales and coupon offers for name brand products in discount stores. I am long PG.
    Jun 26 09:08 AM | Likes Like |Link to Comment
  • Where In The World Is Risk Today? [View article]
    An investor may possibly be helped just as much by seeing what's not on the list as what is on the list.
    Jun 26 08:43 AM | Likes Like |Link to Comment
  • Volkswagen: A No-Brainer Contrarian Investment [View article]
    Bentley, Audi, Lamborghini, etc., are cars typically purchased by those with wealth here in the states; and VW's generally are more affordable and accessible to the middle class. I imagine that is true in
    Europe, esp.Germany, as well. So, while the middle class family may well be making due with its used car for as long as possible, the household with means will be right out there in the marketplace getting their next luxury car. I wonder what percentage of the German population fits into that wealth class?
    Jun 24 06:02 PM | Likes Like |Link to Comment
  • Altria: This One's Smoking [View article]
    De-regulate the tobacco industry, and repeal laws that make restaurants and public places off-limits to smokers. Long PM and long MO and proud of it.
    Jun 24 01:24 PM | 1 Like Like |Link to Comment
  • Earnings Preview: Accenture [View article]
    This is interesting to me as I am long both IBM and ACN. goof info - thanks.
    Jun 23 04:54 PM | Likes Like |Link to Comment
  • Combine Low Volatility And High Beta In This Market [View article]
    Just want to add that I like this article for its position of moderation and for its clear reasoning. It's a breath of fresh air in a climate which repeatedly urges and warns us to go to cash. (nothing wrong with that advice, but I think what the author states here is viable as well.)
    Jun 23 04:42 PM | Likes Like |Link to Comment
  • July Historical Sector Analysis: Big Hits And Little Misses [View article]
    Thanks for this helpful article. I am enjoying your book!
    Jun 22 07:53 PM | Likes Like |Link to Comment
  • Williams Companies: Is It Time To Jump In Or Hold Off For A Better Opportunity? [View article]
    long WMB
    Jun 22 05:07 PM | Likes Like |Link to Comment
  • It's Too Zune For A Requiem [View article]
    enjoyed reading his bio, though - thought it was surprisingly good.
    Jun 22 11:33 AM | Likes Like |Link to Comment
  • Combine Low Volatility And High Beta In This Market [View article]
    really great stuff - answers some of my pressing questions and provides examples which may reasonably be applied. This is like a tutorial for someone like me who is not versed in business or finance. Thank-you.
    Jun 22 11:30 AM | Likes Like |Link to Comment
COMMENTS STATS
339 Comments
240 Likes