Posted by Robert50 on 11th of Aug 2011 at 10:11 am
I saw this on the list. Very good candidate for a
short. My son was a VP with their profitable Medicare Part D
business and they sold it to CVS. So their revenue stream
(and profits) will be lower over the medium term, despite the hefty
sale price. I have no special knoweledge but the short makes
fundamental sense.
UAM
Posted by Robert50 on 11th of Aug 2011 at 10:11 am
I saw this on the list. Very good candidate for a short. My son was a VP with their profitable Medicare Part D business and they sold it to CVS. So their revenue stream (and profits) will be lower over the medium term, despite the hefty sale price. I have no special knoweledge but the short makes fundamental sense.
Thanks Robert50 for the information.
Posted by steve on 11th of Aug 2011 at 10:13 am
Thanks Robert50 for the information.