Weekly Digest from The Arora Report is popular among serious investors and money managers because they have found studying insights from the prior week gives them an edge over the coming weeks. Here is the day by day rundown from the morning capsules made available every morning before the market
We all want the coronavirus to die off. It is the government’s job to spin reality to keep up the country’s morale. It is the prudent investor’s job to discern the truth. The key questions for investors are: Where is the bottom in the stock market? Should you buy or
Republicans have finally produced a detailed plan to repeal and replace the Affordable Care Act, also known as Obamacare. Setting aside politics and viewing the plan neutrally, two things jump out. First, the House Republicans’ plan keeps the basic framework of Obamacare. No wonder some are calling it “Obamacare Lite.”
One of the rumored suitors of SNN has been MDT. MDT just bought COV and is now likely out of the race to buy SNN. There are still other suitors of SNN such as SYK and JNJ, but the stock is likely to drift lower unless an immediate bid appears.
This post was just published on ZYX Buy Change Alert. SNN hit $100 target yesterday afternoon on rumors that MDT would make a bid. SNN is long from $81.40. There are more synergies in a buyout by SYK. For this reason SYK may be able to pay a higher price. However
Obama has been re-elected; “Obamacare” is the law of the land. It doesn’t matter if you agree or disagree with Obamacare, you might as well generate big profits from it. Obamacare has been profitable for us. We bought Amerigroup Corp. AGP at $22.05, and, as of this writing, the stock
In ZYX Change Method, every trade must pass through six screens. In the first Change Screen, we are looking for macro changes. In this case, our long time readers know that we have been negative on medical devices industry because we anticipate going forward macro environment will not be conducive
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
$BSX is down substantially on FDA issues and competitors $MDT and $STJ have spiked up. These are minor paperwork issues and will not have a long term impact. Scale in on $BSX on dips. Scale in on $MDT and $STJ on spikes. www.thearorareport.com THE ARORA REPORT, Ltd. HOME OF THE
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 drug, although Wall Street has termed it a blockbuster drug. . In the short