www.thearorareport.com
THE ARORA REPORT, Ltd.
HOME OF THE UNIQUE ZYX CHANGE METHOD
DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING
VERIFIABLE PERFORMANCE RECORD
Every closed trade since 2007, without exception, is included in the performance results.
Number of ...
ADDING TO OUR LONG TERM SHORT POSITION ON $ESRX (EXPRESS SCRIPTS)
As our readers know, we have a long term short thesis on $PBMs. Our thesis that in the long run $MHS and $ESRX risk disintermediation and more transparency in pricing has strengthened based on earnings this ...
MORE EVIDENCE TO SUPPORT OUR THEORY OF DISINTERMEDIATION OF PHARMACY BENEFIT MANAGERS IN THE LONG TERM
We have been short with a very long term perspective on pharmacy benefit managers $MHS and $ESRX. The point of ZYX Change metod is all about catching the change ahead of the crowd. Our theory ...
UPDATE ON OPEN INDIVIDUAL STOCK POSITIONS
We are exiting $BCRX and $AVAV; please see separate posts for the reasons.We are short on $ACOR with average price of $30.28. Our thesis has not changed in that Ampyra is not a very good ...
WE ARE SHORT ON $MHS FROM $64.50 AND $ESRX FROM $88.60. WILL ADD ON SPIKES UP.
www.thearorareport.com
THE ARORA REPORT, Ltd.
HOME OF THE UNIQUE ZYX CHANGE METHOD
DEDICATED SOLELY TO PROFIT FROM CHANGE BY TRADING AND INVESTING
VERIFIABLE PERFORMANCE RECORD
Every closed trade since 2007, without exception, is included in the performance results.
Number of ...
TRIGGER FOR SHORT SALE ON PHARMACY BENEFIT MANAGERS, $MHS, $ESRX
On Nov5, 2009, we wrote on this blog, "The next question is what to do with $MHS and $ESRX stocks. $MHS and $ESRX are clearing capturing market share by being aggressive on price. There is ...
IMPLICATIONS OF $CVS (CVS CAREMARK) LOSS OF PBM CONTRACTS
$CVS on earnings conference call this morning highlighted that $CVS expects $4.5Billion in PBM contract losses. Big customer losses are Chrysler, State of NJ, and Coventry. Further, the company expects $1.7Billion loss from ...
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