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TMFHelical (98.70)

June 2012

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ACA passes SCOTUS test - Summary

June 29, 2012 – Comments (0)

Well, there is wrong and there is wrong.  I was wrong in my presumption that the Supreme Court would strike down the mandate to buy insurance.  They did not, but found it permissible only in that they felt it could be classified as a tax i.e. there really isn't a mandate to buy insurance, just a mandate to pay a tax if you do not.  So, for those poiliticians (the cowards) who found this legislation acceptable only in that they could say they did not pass a tax increase, the Supremes just squashed their talking points.  The provision that was (surprisingly I thought) struck down was the backdoor requirement that states expand medicaid or risk losing all medicaid funds.  Medicaid is expected to pick up a good portion of the 'newly insured' post 2014.  Most all states still likely will adopt this, so the legal restriction is likley more precedent setting than eventful.  [more]

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Resistance -- More Futile Every Day

June 15, 2012 – Comments (0)

The Borg aren't coming, they are already here, and enrolled at MIT.  Want proof?    [more]

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JNJ merger with Synthes

June 14, 2012 – Comments (3)

My post and thoughts on this .... aren't here in this blog.  [more]

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You have diabetes .. you might also like ...

June 06, 2012 – Comments (1)

This story struck me as quirky, perhaps a little obvious, but also worth noting and giving more thought to.  [more]

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Helical Port Feels the Pain – 5/31 Update

June 03, 2012 – Comments (11) | RELATED TICKERS: WLP , GHDX , MAKO.DL

It has been a couple of months since I last updated the Helical portfolio.  At that time it was riding high, as was the market.  Since I had a cautious outlook on the year, I had been raising cash throughout the first quarter.  That seems prudent in short-term hindsight, but there was another item that was not so well considered.  The Helical portfolio is a concentrated, monolithic (behavioral framework of risk weighting) collection of equities all from the healthcare sector.  As a concentrated portfolio with ~1/3 invested in what I consider to be high risk equities, volatility should not be a surprise (but still can hurt).  I try to have a few guidelines to mitigate the portfolio risk, but was sadly lax in applying them.  Nevertheless, the portfolio ends May still in decent shape on the year to date (details to follow).  [more]

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