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What did you buy? What might you buy??

  • Last Updated:
  • Dec 13th, 2017 7:04 pm
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Deal Addict
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Oct 9, 2008
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Thornhill
jerryhung wrote:
Oct 9th, 2017 12:16 pm
CVS/WBA at multi-year lows, after dropping like -10% in 2 days
Debating if I should add more on this AMZN news/rumor

Geez, how many things can AMZN kill - Retails, Pharmacy

while WMT is standing alone, new 52w high (+2% today)
Wait until at least 5% yield+ imho on CVS/WBA then the market will pay attention to these again. Same story with Walmart when I first started my position just over a year ago , it was marked for dead due to competition for Amazon and was sporting 7% yield at one point...

The market has been incredibly 'dumb' this year, just be patient and selective. Algorithms are funneling MM's into risky territory ie: tech sector all year and they're dumping some stalwarts to chase performance.
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Jun 27, 2007
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PBMs are high margin businesses. Main players are ESRX, UNH and CVS.
WBA was not a PBM until they launched business with Prime Therapeutics in Apr 2017. They are, effectively, the forth major player.

AMZN will have to compete with the above 4 undercutting competition. Consumers are unlikely to see much savings, but insurance companies should be able to save a bundle.
Looking at AET, CI, ANTM, HUM. Or, just buy UNH when it tests 50 MA near 170.

edit: spec option could be to buy RAD. AMZN might purchase them to get physical retail locations. Stock is below $2 with enterprise value around 9B (pretty high)
After spending many years in Wall Street and after making and losing millions of dollars I want to tell you this: it never was my thinking that made the big money for me. It was always my sitting. Got that? My sitting tight!
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Dec 6, 2006
3817 posts
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Toronto
darkcloud8282 wrote:
Oct 10th, 2017 1:21 pm
Anyone on the HMNY train?
White Comet wrote:
Oct 10th, 2017 7:34 pm
Whoa, what happened here? Sept 15 from $3 to $27+ today. Some crazy stuff happening.

On a side note, ANAB +100% today
Hum interesting.... perhaps too late to the train...
Mid-August, the company filed this 8K detailing an agreement with an entity called MoviePass. The agreement will see the former acquire 51% of the latter for a total of $27 million, payable in tranches over the next twelve months.
....
The answer is rooted in the dramatic growth of MoviePass over the last six months, as headed up by a name that many will almost certainly already recognize – Mitch Lowe, co-founder of Netflix, Inc. (NASDAQ:NFLX)....
.
https://insiderfinancial.com/helios-and ... ty-in-tech
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Dec 6, 2006
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Toronto
N8Magic wrote:
Oct 11th, 2017 9:26 am
Wow, that is quite a story. Looks set to pop in pre-market again this morning.
Up 10x in 1 month, 14x in 3 months... dang. lol
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Jul 30, 2001
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GTA
boyohboy wrote:
Oct 11th, 2017 9:39 am
Up 10x in 1 month, 14x in 3 months... dang. lol
Up 33% this morning... Face Screaming In Fear
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Sep 19, 2004
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Waterloo
and guess what
Citron just tweeted about HMNY 10 mins ago
$hmny stock to trade back to $20 Retail investors are warned. You might like product but $1+bill it isn’t. Giving away $1 for .90 no biz
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Deal Addict
Dec 6, 2006
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Toronto
jerryhung wrote:
Oct 11th, 2017 9:53 am
and guess what
Citron just tweeted about HMNY 10 mins ago
Must be that big dip at ~10am.... then back up to 30%+ again...
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May 11, 2014
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Iqaluit, NT
Bought more VLKAY.
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Jan 22, 2006
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dlhunter wrote:
Oct 10th, 2017 12:32 pm
PBMs are high margin businesses. Main players are ESRX, UNH and CVS.
WBA was not a PBM until they launched business with Prime Therapeutics in Apr 2017. They are, effectively, the forth major player.

AMZN will have to compete with the above 4 undercutting competition. Consumers are unlikely to see much savings, but insurance companies should be able to save a bundle.
Looking at AET, CI, ANTM, HUM. Or, just buy UNH when it tests 50 MA near 170.

edit: spec option could be to buy RAD. AMZN might purchase them to get physical retail locations. Stock is below $2 with enterprise value around 9B (pretty high)
hoping to hop on to RAD. Solid price , currently trading at $1.78
#WeTheNorth

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