June 18, 2009

CONSIDER SHORT SELL ON $WLP ( WELLPOINT)

Consider lightly scaling in a short sell position on WLP around $50.90. Our analysis shows that several market Gurus who have run up this stock are mistaken in valuing this stock based on past earnings. No matter what shape health reform takes, it is going to be a different world. Medical cost ratios will go up no matter what and any valuation based on old formulas is short sighted

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June 18, 2009

CONSIDER SHORT SELL ON $NNI (NELNET)

After earlier exiting our short sell position on NNI, we lightly scaled in a new short position on NNI at $11 at close. Add more based on technicals aggressively if price goes higher ang gingerly if price goes lower.

Market participants appear to be over enthusiastic about the Department of Education contract. Our own business experiences show and we have verified with sources that this is a very low margin servicing business and does not include origination or Title IV.

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June 18, 2009

10% RETURN ON $SLM AND 5% ON NNI IN ONE DAY,

Per earlier post we exited 50% NNI position at $9.40 and tightened the stop on the rest. The stop hit at $9.60 giving us an average buy to cover price 0f $9.50. The return is 5.94% or 2168% annualized

Per earlier post, we exited 50% SLM at $8.00 and tightened the stop on the rest that hit at $8.12, giving us an average buy to cover price of $8.06. The return is 10.92% or 3980% annualized.

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June 18, 2009

CONSIDER TIGHTENING STOPS ON $NNI (NELNET)

Those who followed our tweet last night should be short $NNI from $10.10. Consider taking profits on half the position around $9.40 and tighten the stop on the rest.

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June 18, 2009

CONSIDER TAKING PROFITS ON $SLM

Those who followed our tweet last night should be short $SLM from around $9.15. Consider exiting half the position right here around $8.00 and tight stops on the rest.

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June 18, 2009

CONSIDER TAKING PROFITS ON $HUM (HUMANA)

Those who followed our tweet lastnight should be long on $HUM from $28.00 to $28.40 with pre-market trades. Consider exiting the entire position right here at around $30.16.

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June 18, 2009