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TMFHelical (99.12)

March 2011

Recs

13

My new Rule Breaker - Medco Health (MHS)

March 29, 2011 – Comments (1) | RELATED TICKERS: MHS.DL , CVS

This isn't an actual Rule Breaker recommendation (I don't think so anyway -- quick check -- nope), but I am thinking about them that way and it is why I just opened a position (100 sh MHS for 5,358.82 @~ 10% of Helical port).

Sure, there is the core business of pharmacy benefit management and meds by mail.  Those are nice, growing, and have their own catalysts such as the continuing wave of new generics (Lipitor).  But I see the company as a bit more.  

There is the mandated push right now for electronic medical / health records to become the norm over the coming years (with the stages of 'meaningful use' criteria still being defined).  To companies like Medco, electronic records are nothing new, and pharmacy will be a piece of individual records meaning a contribution of companies like Medco.   [more]

Recs

7

Helical Portfolio Update 3/17

March 18, 2011 – Comments (0) | RELATED TICKERS: KNDL.DL , PPDI.DL , CVS

It has been quite some time since I mentioned the Helical Portfolio.  Oh well, life intrudes.  There have been a lot of changes, so I do want to capture my thoughts on the whats and whys (this being something of a public notebook for me).  [more]

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