• Chines33
    Long EUO KO UN TJX EMC AVGO DD JCI VIA/B ESRX IAU added starter positions in PRU AP ETN RIO today...around 68% cash.
    10/19/11
    Reply (26)
    • Chines33: APA*
      10/19/11
    • Irishmedic: Like RIO and APA, but will wait for them just like JCI. Dont like that you just added them though, probaly means they ain't comming down!!
      10/19/11
    • Chines33: I hope they do because I am not long enough yet
      10/19/11
    • mun2000: like your portofolio exept ESRX told you to get rid at 55 now 25% down and still keep it?i think that will go down in 30 soon
      10/19/11
    • mun2000: I have expertise in health care nobody buy everybody sell profit decline health care are bad to keep now
      10/19/11
    • Irishmedic: mun2000, ditto healthcare for over 20 years. What you think of of NVO and DVA, I have already expressed my opinion before
      10/19/11
    • Chines33: I sold ESRX months ago at 58 with MHS deal, after buying at 52...Also, bought it at 36 this time..small position.
      10/19/11
    • Chines33: I think by default it trades up to 45.
      10/19/11
    • Chines33: IMO
      10/19/11
    • Irishmedic: In the near term I think you are correct chimes, this should run up with the market in the near term, I would pay attention at 45,
      10/19/11
    • Irishmedic: It could run to 50 if the general market correctsto 1300. But that is your call
      10/19/11
    • mun2000: I like NVO do not know DVA
      10/19/11
    • Chines33: I like NVO as well my plan is to swap ESRX for it longer term
      10/19/11
    • Irishmedic: Lol, mun, my fav stock in the world is NVO. DVA is dialysis play, great company, but am concerned for medicare cuts in the future.
      10/19/11
    • Irishmedic: If medicare is stabilized, DVA will be the best LTH of the century along with NVO
      10/19/11
    • Irishmedic: Chines, I already know you like it, lol
      10/19/11
    • Irishmedic: DVA is doing a great job and will probably see improving revenue for a year, but after that, a crap shoot to what happens with reimbursement
      10/19/11
    • mun2000: . Dyalisis center start to suffer also after oncology tretment were cut huge by medicare .
      10/19/11
    • mun2000: Most of dyalisis patients end on disability to medicare in future this will transfer to medicaid and follow the payments ouch Do no like it
      10/19/11
    • Irishmedic: yep that is my concern. An excellent company with great operations and great fudicary managment, but I think future medicare
      10/19/11
    • Irishmedic: reimbursement cuts will kill them.
      10/19/11
    • Irishmedic: If something changes in medicare in the future, I will be all over this company
      10/19/11
    • Irishmedic: PS, we already got notified of medicare possible cuts in EMS
      10/19/11
    • mun2000: good points irishedic.They will point doctors and insurance and companies like Banks ows ,clas warfareto make cuts
      10/19/11
    • Irishmedic: They are not going to cut medicare. They are cutting payments by medicare! As a company requireing that payment we are f*d, nothing we can
      10/19/11
    • Irishmedic: either close or accept lower payment! DVA will suffer if this continues as will many other direct providers!
      10/19/11
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