ESRX

BE FOREWARNED IF YOU ARE CHASING DIVIDENDS $TEVA $MYL $PRGO $RDY $ABX $MCK $CAH $ESRX

  Dividend-chasing is in vogue. Given low interest rates, many investors say they have no other choice. Such thinking leads to costly mistakes. It just badly hurt those who had bought shares of Teva Pharmaceutical Industries TEVA,  because of its high dividend yield. This isn’t just an issue for Teva investors,

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EXPRESS SCRIPTS (ESRX) BUYS MEDCO HEALTH SOLUTIONS (MHS)

Express Scripts (ESRX)  is buying its larger competitor Medco Health Solutions  (MHS).   Express Scripts  is a pharmacy benefit manager.   The Wall Street likes the deal and currently  Express Scripts  is up over $3.00.   Our analysis shows that there may be serious anti trust issues here that the

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TIGHTEN TRAILING STOPS ON ESRX TO PROTECT GAIN

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 winning positions: 162 Number of losing positions: 10 Average annualized

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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 week.  We are adding to our long term short position on $ESRX right here at

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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 is that in the long term pharmacy benefit managers will be disintermediated and their opaqueness

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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 winning positions: 162 Number of losing positions: 10 Average annualized

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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 the age old question, how do higher volumes at lower margins work out. At this

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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 Medicare Part D. There are significant implications here presenting themselves to long term investors. Clearly $MHS (Medco

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