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  • Understanding The Excitement That Surrounds Gilead [View article]
    Just read an article that states that most if not all of the Healthcare Companies involved in Medicaid are hurting due to drug cost. Sovaldi alone cost Welcare Health Plan $0.30 a share. I think many investors are thinking that the Government might pressure GILD to reduce the price or threaten not to fully cover it with Medicare and Medicaid.
    Yes, the argument can be made that the cost of Sovaldi is cheap compared to the long term care of Hep-C patients but Healthcare Companies are getting creamed due to not meeting EPS and revenue so they may be panicking over the short term outlook.
    Jul 25 02:04 PM | 2 Likes Like |Link to Comment
  • Boeing secures agreement to sell aircraft parts to Iran [View news story]
    I think it was Iran that missed the "great satin" message.
    Jul 24 08:33 PM | Likes Like |Link to Comment
  • Boeing secures agreement to sell aircraft parts to Iran [View news story]
    Maybe we could sell them some uranium.
    Jul 24 07:41 PM | 3 Likes Like |Link to Comment
  • Cluster Analysis Recommendations: 23 July 2014 [View instapost]
    Thanks, I have been tracking you cluster portfolio for about 8 days and it has done remarkably well in this up and down market.
    Jul 23 09:57 PM | Likes Like |Link to Comment
  • Cluster Analysis Recommendations: 23 July 2014 [View instapost]
    The last table is the current portfolio with allocations? The reason I ask is because there are 9 stocks today and July 3 there were 5 stocks, almost double.
    Jul 23 05:54 PM | Likes Like |Link to Comment
  • Bulls Remain Unfazed By Borderline Black Swans [View article]
    Thanks for your weekly updates.
    Jul 23 01:38 PM | Likes Like |Link to Comment
  • Momentum Portfolio Doubles VTSMX Over 11-Year Period [View instapost]
    Lowell, I got interested in you "cluster analysis" portfolio you talked about in an article a few days back. I am assuming this instablog refers to another portfolio?
    Jul 23 01:27 PM | Likes Like |Link to Comment
  • The Stage Is Set... [View article]
    I own no HLF stock nor do I have any options on HLF. I do believe HLF, Amway and just about all "MLMs" should be shut down. I also believer there is very little chance of that happening.
    Ackman's presentation on HLF nutrition clubs was three hour long, I did not see it however anytime a point can't be made in half an hour the audience starts to wonder if there is a point so I think that was a big mistake even if it did show the nutrition clubs to be no more than a recruiting ground (not sayin it did, just sayin).
    Jul 22 04:02 PM | Likes Like |Link to Comment
  • The Earnings Trough For Apple [View article]
    I think Warren has better ideas for his money so (Folks, you can quit holding your breath).

    OMAHA, Neb. (NYSE:AP) -- Warren Buffett has given several charities Berkshire Hathaway stock worth more than $2.8 billion as part of his plan to give away his fortune gradually through annual gifts.
    Jul 22 01:16 PM | 1 Like Like |Link to Comment
  • Do You Let Moral Values Impact Your Investing Decisions? [View instapost]
    As you imply, the small investor has no say in what any large company does. Obviously some investors have enough money to make changes. Ackman and Icahn are aggressive investors that make a living at changing companies that don't want to be changed and Buffett probably has a say in the companies he invest in or perhaps he will just buy them.
    So, for the small investor "moral compass" stocks and funds are a waste of time.
    I make a decent living selling options mostly and if I worried about the moral values of the company I would not have many stock to trade. The average option trader isn't all that concerned about a company other than its price in a short time frame.

    Just as an aside I am not sure if Costa Rica has a defense budget but I understand they have no military.
    cheers and good tracing.
    Jul 21 12:43 AM | Likes Like |Link to Comment
  • Never Discount The Unexpected [View article]
    RLJ3033 I have been selling put and calls for years in IRAs. The only problem is that when selling puts in an IRA they have to be cash secured so it ties up money and no dividends. Having said that if you have a portfolio of $100K you should be able to construct a profitable and conservative portfolio using puts and calls. Not sure if 401/403 plans allow selling options.
    I agree with George in "keep it simple" - just sell put and calls - no strangles, straddles, spreads, condors or other vultures.
    Jul 20 04:58 PM | Likes Like |Link to Comment
  • Sun Tzu, Insider Selling, Cherry Picking, PR Disaster And Insulting The FTC [View article]
    RK, I don't understand what you mean when you say "it is long established that every business in America is allowed to operate within a "range of honesty". Who established that concept and what agencies accept it as truth?

    Amway got a slap on the wrist by the FTC in 1979 and its my understanding they were not even required to prove most of their claims. In 1986 Amway paid a penalty of $100K for not living up to the 1979 FTC rulings. Amway and the DeVos family have donated a mil or so to the Republican National committee and GOP candidates every year since the early 1990s. These guys have political clout bought and payed for.

    This is not theater, this is an assault on millions of people that can't afford to be involved in these pyramid schemes not just a little "straying form the acceptable amount of fraud".
    Jul 18 04:37 PM | 3 Likes Like |Link to Comment
  • Sun Tzu, Insider Selling, Cherry Picking, PR Disaster And Insulting The FTC [View article]
    I am afraid that those on Capital Hill will not ask anything but "softball" questions as they accept what all gratuities offered. What other scenario explains how Amway skated past the FTC without anything but a cursory look?
    Jul 18 03:41 PM | 5 Likes Like |Link to Comment
  • Herbalife: Icahn's New Friend, The End Of A Buyback Era And Why Endgame Is Near [View article]
    Good point DejaVu. I cant see Amway sitting idly on the sidelines and not try to influence the FTC with money or a meteoric shower of nonsense facts and figures to prove HLF (and MLMs in general) are not pyramid schemes. I can see the FTC trying to wiggle out of a decision that shuts HLF down.
    Jul 17 11:36 AM | 1 Like Like |Link to Comment
  • Court revives BP retirement plan lawsuit filed after oil spill [View news story]
    Or true!
    Jul 15 07:26 PM | 1 Like Like |Link to Comment