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

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

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

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

The New Choice Of A New Generation

It was a crazy weekend. I start off by talking about the brave choice by Starbucks Coffee to support the refugees turned away by president Donald Trump. I draw comparisons to the brilliant marketing choices by Pepsi almost 80 years ago. This could bring over 200 million new customers to the brand.

Kimco REIT will be reporting this week, and I have some commentary on why you might want to consider owning this quality real estate investment. I also have an update on Navios Midstream Partners, as well as opinions on the 100,000 new employees that Amazon says they will be adding during the next 18 months, and a discussion about just how upset the entire tech sector is right now.

Finally, Greek stock and bond markets are collapsing again over the country's inability to manage their debts. This is a government problem, not a business problem though, and I tell you how to take advantage of the market chaos easily.

WhoTrades: Starbucks Choice To Hire Refugees Is Brilliant
Includes: $SBUX, $KO, $PEP

WhoTrades: Kimco REIT Reporting this Thursday 
Includes: $KIM $AMZN $BBY $KR $O $WMT $SBUX

WhoTrades: Why Are You Not Collecting This 14% Yield?
Includes: $NAP $NM

WhoTrades: Amazon Thinks They Are About To Grow. A Lot.
Includes: $AMZN

WhoTrades: Silicon Valley PISSED OFF About Trump Immigration Freeze
Includes: $AAPL $FB $GOOG $GOOGL $MSFT $NFLX

WhoTrades: Greece Problems Are Back Again
Includes: $GREK

You can find some other great suggestions for strong brands (And their associated real estate) in this related article:

Seeking Alpha: Own The World You Live In
Includes: $AAPL $DDS $EL $FL $GPS $LB $M $KORS $MSFT $NTDOY $CMG $MCD $SBUX $WEN $YUM $KO $PEP $KIM $O $SPG $STOR $WMT $KR $NLY $PNW $WM $CVX $EPD $XOM $KMI $NAP $PSX 

Mattel Full Year Results Disappoint, But Show Promise

Mattel's year end wasn't spectacular, but it wasn't awful either. We may be looking at a decline in the toy segment as a whole. More here:

WhoTrades: Mattel Full Year Results; A Mixed Bag Of Good And Bad
Includes: $MAT $AMZN

Related:
Seeking Alpha: Mattel Expanding Margins For Christmas 2016
Includes: $MAT $HAS $JAKK $DISCA $DISCB

Navios Maritime Holdings Continuing To Improve

Took a little vacation time off, and came back to find that my favorite cruise company (If you like cruising on dry bulk ships) had a takeoff of it's own.

WhoTrades: Navios Maritime Up Nearly 30% In 3 Days, This May Be Why 
Includes: $NM $NMM $NNA $NAP $CS $SEA