Thursday, February 23, 2017

Changes At CVS To Benefit Becton, Dickinson and Co.


I had an alert come in yesterday that Caremark is bringing BD pen needles and insuling syringes into their preferred formulary lists. A formulary is a list of medications that your insurance plan will cover, and specifies varies drugs that are "preferred", and you can obtain for lower prices. I have a lot of good things to say about the BD brand.

You can read it here:

WhoTrades: CVS/Caremark Moves BD Products To Preferred Formulary
Includes: $CVS $BDX $NVO

Further Reading:
Seeking Alpha: They're Definitely High On Something

Includes: $PFE $MRK $TEVA $MYL $SPY $IBB $LABU $CELG $BIIB $GILD $AMGN $REGN $ALXN $INCY $VRTX $ILMN $SRPT $IINX $ICPT $BLUE $TSRO $JUNO $ARIA $MGLN $CVS $TGT $NVO

Also, I have an update on one of the Life Cross sell recommendations:


The chart can't catch everything, but it is a work in progress. The Life Cross gave a sell rating on Mercadolibre only a few short weeks ago, and it turned out that may have been too soon, as the company brought in a solid earnings beat yesterday.

That said, I still think there's added risk in the high price, but there is more than one way to get your hands on some Mercadolibre ownership at a good price:

WhoTrades: MercadoLibre Beats, But There's A Better Way To Invest
Includes: $MELI $EBAY

Tuesday, February 21, 2017

Taking A Look At Toy Industry Developments


I plan to take a renewed look at Mattel later this week, but I'm waiting to see how JAKKs Pacific has done for the year. JAKKs should be reporting before market open this Thursday.  I'm also poking a bit of fun at General Mills, who unintentionally made a delicious cereal hilariously grim.

WhoTrades: JAKKs Pacific 4th Quarter Earnings This Thursday, 2/23/17
Includes: $JAKK $MAT $HAS

WhoTrades: Good Company, Bad Advertising: General Mills
Includes: $GIS $K

Further Reading:

Seeking Alpha: Jumping JAKKs And Other Exercises I Avoid
Includes: $JAKK $MAT $HAS $KKD $NTDOY $SIRI $DIS

Monday, February 13, 2017

Do CEO Comments Affect Companies In The Long Term?

Under Armour CEO Kevin Plank, in an interview with CNBC said that President Trump was a "real asset" because of his focus on deregulation. Social media is having a fit over it. Check out my latest post for more:

WhoTrades: Under Armour And Nike Trump Comments Stir The Pot
Includes: $UA $NKE $ADDDF $SBUX $FL


I've also started a new blog about finding great deals on video games, you can find the first post here:

Gaming Cheaper: Resident Tightwad: The Evil Within

Friday, February 3, 2017

GMO Salmon One Step Closer To Reality, Profits

I had contacted the makers of AquAdvantage, a genetically modified brand of salmon about an unrelated issue that I plan to talk about soon, and was surprised to learn that the company has gone public.

WhoTrades: AquaBounty GMO Salmon Producer Now Publicly Traded
Includes: $AQB $COST $WFM $TGT $KR

Related reading:

Seeking Alpha: Fake News You Can Use: Buy Monsanto, The 21st Century's Greatest Agriculture Company
Includes: $MON $FB $TWTR $USG $KO $PEP $WMT $AAPL