May 04, 2013 –
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RELATED TICKERS: UNH
, HUM
Evaluating a long-time holding, I think UNH is a big buy at under $54/share, and a sell in the $80s. It is presently at around $58/share. It's a powerful company that generates $6 billion in free cash flow anually, reduces its share count regularly, and has big advantages as a large company in a highly-regulated industry. Here is my full analysis. [more]
April 15, 2013 –
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RELATED TICKERS: PM
, GLD
, SLV
Two or three years ago, when this site was becoming a festival of hyper-confident, hyper-certain gold bugs, I made a few bets with them. I bet Christopher Barker that PM stock would outperform gold. And I bet frankydon'tfailme in 2011 that Silver would see $22 before it ever saw $40 again (if it ever did). [more]
March 20, 2013 –
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RELATED TICKERS: MSFT
Basically, I still think it's buy. See here. In fact I think it's even more undervalued than when I did my analysis a year ago.
March 18, 2013 –
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RELATED TICKERS: ABT
, ABBV
FYI, the ABT (Abbot Laboratories) calls in CAPS are now fixed. They now accurately reflect they performance of those who had made calls prior to the AbbVie spinoff.
March 13, 2013 –
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RELATED TICKERS: PM
, GLD
, XOM
So for a number of years I have tangled with TMFSincheruna (Christopher Barker) about the merits of gold, in a variety of respects. I have been a longstanding believer in equities, and that the Fed's actions are not "unprecedented" but are a 1940's redux, that the world will not end, etc. At one point in early 2010 I told him PM would beat gold. Since at least once in the intervening time period Mr. Barker has reminded me that GLD was beating PM, I feel I must say that since the beginning of our informal wager, as of now, PM is crushing gold. It's not even close. And that's just the stock price of PM, not including the massive dividends, and certainly not including the even greater impact of reinvesting the dividends. So, right now, I'm winning. I continue to expect to do so. [more]
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