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TMFHelical (98.72)

March 2012

Recs

1

Helical Portfolio - Reconsidering Wellpoint

March 29, 2012 – Comments (2) | RELATED TICKERS: WLP , UNH , AET

So the arguments before the Supreme court regarding PPACA (ironically tagged as Obama care) have been made, though it will be a time before we have their decision.  At the start of the case, I noted that the Helical Portfolio had a 10% position in health insurers, specificly in Wellpoint (WLP), and that this was "perhaps a bit high for such a binary risk consideration, but a risk with which I'm currnetly comofrotable."  [more]

Recs

7

Healthcare Hearings Today

March 26, 2012 – Comments (3) | RELATED TICKERS: WLP , UNH , AET

Today is the start of the arguments before the Supreme Court regarding 'Obama Care', i.e. the Patient Protection and Affordable Care Act (PPACA).  As someone running a healthcare sector investment portfolio, there is little more important than considering the outcome here.  The key consideration that will be heard is the requirement for an individual mandate, but before this can be heard, the court needs to decide whether they are yet allowed to hear on it (yeah, law is like that sometimes).  NPR summarized this nicely today.  [more]

Recs

6

Helical Portfolio - Still Steaming

March 02, 2012 – Comments (4) | RELATED TICKERS: JNJ , ROCM.DL , HCN

I mentioned last month my discomfort with the rapid start to the year.  This continues, and the bias imposed by this positive recency has me more optimistic on the year than the outlook I had originally.  That could be dangerous.  The Helical Portfolio closed February at $64,426.76.  [more]

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