February 11, 2015

RITE AID PIVOTS FROM A TURNAROUND STORY TO A GROWTH STORY $RAD $CVS $WAG

This post was just published on ZYX Buy Change Alert.

RAD is long from an average of $4.96 and 60% of the full core position size is being held. As of this writing in the after hours RAD is trading at $8.11. Partial profits have been taken as high as $7.38.

RAD and Envision Pharmaceutical Services have entered into a definitive agreement under which RAD will buy EnvisionRx for $2B. EnvisionRx is a Prescription Benefit Management Company. RAD is following in the footsteps of CVS. The transaction is expected to be accretive to RAD’s earnings per share in the first full year.… Please click here or the title below to read more.

February 11, 2015

MOSAIC BENEFITING FROM THE LEVERAGE RESULTING FROM STRATEGIC MOVES $MOS

This post was just published on ZYX Buy Change Alert.

MOS is long from $42.23. 45% of the full core position size is being held. As of this writing after hours the stock is trading at $51.36.

MOS reported earnings better than the consensus. MOS also reported strong sales of both potash and phosphates. The company is benefiting by leveraging the strategic moves it has made.

MOS is a very long-term position. Our analysis is that sooner or later potash prices will rise and MOS will be a big beneficiary.

MOS is also a prime buyout target. News can cause a lot of volatility in this stock. … Please click here or the title below to read more.

February 11, 2015