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TMFHelical (99.12)

July 2012

Recs

18

Reconsidering MAKO in the Helical Portfolio

July 17, 2012 – Comments (3) | RELATED TICKERS: MAKO.DL , GHDX

As I continue to carefully consider (i.e. can't make up my mind) on how I feel about health insurers currently, another item has come to the forefront of consideration for the Helical Portfolio.  MAKO Surgical (groan) ... again.    [more]

Recs

8

More on SCOTUS and the ACA

July 04, 2012 – Comments (4)

I blogged previously on the Supreme Court ruling regarding the affordable care act.  It has certainly been a market mover for health care stocks.  [more]

Recs

3

Helical Portfolio Update - 18 months in

July 04, 2012 – Comments (1) | RELATED TICKERS: ANTM , UNH , GHDX

A little holiday post, now that I have cleared my 'quiet period' on the Helical Portfolio as of 6/230/2012.  I've blogged on this port for 1.5 years now, and done well with it.  First the numbers, then the changes.  [more]

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