BloggingStocks http://www.bloggingstocks.com BloggingStocks http://www.blogsmithmedia.com/http://www.bloggingstocks.com/media/feedlogo.gif BloggingStocks http://www.bloggingstocks.com en-us Copyright 2012 Weblogs, Inc. The contents of this feed are available for non-commercial use only. Blogsmith http://www.blogsmith.com/<![CDATA[Has the Express Scripts Pullback Created an Opportunity?]]>http://www.bloggingstocks.com/2011/03/14/express-scripts-pullback/http://www.bloggingstocks.com/2011/03/14/express-scripts-pullback/http://www.bloggingstocks.com/2011/03/14/express-scripts-pullback/#commentsFiled under:

Express Scripts logoPharmacy benefits manager Express Scripts (ESRX), which I first wrote about on June 9, 2009, at a 2-for-1 split-adjusted price of $31.82, zipped through major, psychological resistance at $50 this winter. It pushed $59, before pulling back slightly, but I obviously still like the business model at this juncture.

Look for the company's 2011 revenue to rise 3% to 5% on new accounts and the NextRx PBM purchase, after a nearly doubling of revenue in 2010.

Continue reading Has the Express Scripts Pullback Created an Opportunity?

Has the Express Scripts Pullback Created an Opportunity? originally appeared on BloggingStocks on Mon, 14 Mar 2011 09:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress ScriptsExpress Scripts pullbackfeaturedhealth care stocksMon, 14 Mar 2011 09:00:00 EST<![CDATA[Analyst Calls: NFLX, CHS,TRW, CWTR, VTAL, ESRX...]]>http://www.bloggingstocks.com/2011/01/27/analyst-calls-nflx-chs-trw-cwtr-vtal-esrx/http://www.bloggingstocks.com/2011/01/27/analyst-calls-nflx-chs-trw-cwtr-vtal-esrx/http://www.bloggingstocks.com/2011/01/27/analyst-calls-nflx-chs-trw-cwtr-vtal-esrx/#commentsFiled under: , , , , , , , ,

Analyst upgrades:
  • Netflix (NFLX) upgraded to Buy from Underperform at BofA/Merrill.
  • Rockwell (ROK) upgraded to Outperform from Market Perform at Wells Fargo.
  • Chico's (CHS) upgraded to Outperform from Market Perform at FBR Capital.
  • Ann Taylor (ANN) upgraded to Buy from Hold at Citigroup.
  • Meredith (MDP) upgraded to Buy from Hold at Citigroup.
  • CarMax (KMX) upgraded to Outperform from Sector Perform at RBC Capital.
  • Family Dollar (FDO) upgraded to Outperform from Sector Perform at RBC Capital.
  • Siliconware Precision (SPIL) upgraded to Outperform from Neutral at Macquarie.
  • Amedisys (AMED) upgraded to Buy from Hold at Jefferies.
  • TRW Automotive(TRW) upgraded to Buy from Neutral at Goldman.
  • Magna (MGA) upgraded to Neutral from Sell at Goldman.

Continue reading Analyst Calls: NFLX, CHS,TRW, CWTR, VTAL, ESRX...

Analyst Calls: NFLX, CHS,TRW, CWTR, VTAL, ESRX... originally appeared on BloggingStocks on Thu, 27 Jan 2011 13:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>agoannathnbwachscpsicwtresrxfdomdpmdsomgamurNtflxqsiirshsplisxcitrwvtalThu, 27 Jan 2011 13:00:00 EST<![CDATA[Analyst Calls: AKS, CIEN, CRM, CSX, DGX, GLW, LO, MRO, OXY, STX, VZ ...]]>http://www.bloggingstocks.com/2011/01/26/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/26/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2011/01/26/analyst-upgrades-downgrades/#commentsFiled under: , , , , , ,

Analyst upgrades:

  • Verizon (VZ) to conviction buy from buy at Goldman.
  • CSX (CSX) to outperform from market perform at Wells Fargo.
  • AK Steel (AKS) to overweight from neutral, as well as Lorillard (LO) and Fifth Third Bancorp (FITB) to neutral from underweight, at JPMorgan.
  • Marathon Oil (MRO) to overweight from equal weight at Morgan Stanley.
  • Corning (GLW) to buy from outperform at CLSA.
  • Quest Diagnostics (DGX) to buy from hold at Jefferies and to outperform from sector perform at RBC Capital.
  • Salesforce.com (CRM) to buy from neutral at Roth Capital.
  • Baker Hughes (BHI) to buy from hold at Weeden and to outperform from neutral at Macquarie.
  • Western Digital (WDC) and Seagate (STX) to buy from underperform at BofA/Merrill.

Continue reading Analyst Calls: AKS, CIEN, CRM, CSX, DGX, GLW, LO, MRO, OXY, STX, VZ ...

Analyst Calls: AKS, CIEN, CRM, CSX, DGX, GLW, LO, MRO, OXY, STX, VZ ... originally appeared on BloggingStocks on Wed, 26 Jan 2011 12:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AK SteelAKSanalyst upgradesBaker HughesBHICIENCienaCorningCRMCSXDGXdowngradesESRXExpress ScriptsFITBFRFGLWGraingerGWWinthenewsintiationsLOLorillardMarathonMROOccidentalOXYQRESalesforce.comSeagateSTXSWFTTellabsTLABVerizonVZWDCWMSWed, 26 Jan 2011 12:30:00 EST<![CDATA[Express Scripts Keeps Rolling Along]]>http://www.bloggingstocks.com/2011/01/07/express-scripts-keeps-rolling-along/http://www.bloggingstocks.com/2011/01/07/express-scripts-keeps-rolling-along/http://www.bloggingstocks.com/2011/01/07/express-scripts-keeps-rolling-along/#commentsFiled under:

Express Scripts (ESRX) logoThe positive story continues with pharmacy benefits manager Express Scripts Inc. (ESRX), which I first wrote about on June 9, 2009, at a 2-for-1, split-adjusted price of $31.82.

In fact, the uptrend has been so impressive, Express traded near $56 on Friday, those in since June 2009 may wish to consider taking some profits off the table, to say the least. It never hurts a portfolio to take a portion of a roughly 80% gain.

Continue reading Express Scripts Keeps Rolling Along

Express Scripts Keeps Rolling Along originally appeared on BloggingStocks on Fri, 07 Jan 2011 16:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress ScriptshealthcaremedicineFri, 07 Jan 2011 16:30:00 EST<![CDATA[Express Scripts (ESRX): The Right Prescription?]]>http://www.bloggingstocks.com/2010/12/07/express-scripts-esrx-the-right-prescription/http://www.bloggingstocks.com/2010/12/07/express-scripts-esrx-the-right-prescription/http://www.bloggingstocks.com/2010/12/07/express-scripts-esrx-the-right-prescription/#commentsFiled under: , ,

Express Scripts (ESRX) logo"One thing that will continue to play out -- regardless of the direction of health care policy and law -- consumers and spenders of health care dollars need to spend less," notes Neil George.

The editor of The Pay Me Strategy explains, "One solution for more efficient spending comes from Express Scripts (ESRX), which is right in the thick of the issue of prescription drugs and drug costs. The Saint Louis-based company is one of the leaders in pharmaceutical benefit management.

"To get lower drug prices -- you need to not only advance the efficiency of drug processing and distribution -- but also the advancement of cheaper generic drugs.

Continue reading Express Scripts (ESRX): The Right Prescription?

Express Scripts (ESRX): The Right Prescription? originally appeared on BloggingStocks on Tue, 07 Dec 2010 10:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>esrxexpress scripshealth care stockshealthcare cost containmenthealthcare stocksneil georgepay me strategypharmacy benefit manager stockspharmacy benefitssteven halpernthestockadvisors.comTue, 07 Dec 2010 10:50:00 EST<![CDATA[Analyst Calls: CTV, CVX, EAT, FCX, ICE, MAR, MW, TRV, WLP ...]]>http://www.bloggingstocks.com/2010/10/26/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/10/26/analyst-upgrades-downgrades/http://www.bloggingstocks.com/2010/10/26/analyst-upgrades-downgrades/#commentsFiled under: , , , , , , , ,

Analyst Upgrades
  • Verisk (VRSK) was upgraded to outperform from market perform at Wells Fargo.
  • Marriott (MAR) was upgraded to outperform from market perform at Bernstein.
  • Jefferies upgraded Teekay (TK) and Tsakos Energy (TNP) to Buy from Hold.
  • Cadence Design (CDNS) was upgraded to sector perform from underperform at RBC Capital.
  • BofA/Merrill upgraded NV Energy (NVE) to buy from underperform and Education Realty Trust (EDR) to neutral from underperform.
  • Men's Wearhouse (MW) was upgraded to buy from hold at Stifel.
  • William Blair upgraded Atheros (ATHR) to outperform from market perform.
  • Freeport McMoran (FCX) was upgraded to buy from hold at Argus.

Continue reading Analyst Calls: CTV, CVX, EAT, FCX, ICE, MAR, MW, TRV, WLP ...

Analyst Calls: CTV, CVX, EAT, FCX, ICE, MAR, MW, TRV, WLP ... originally appeared on BloggingStocks on Tue, 26 Oct 2010 11:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AGUanalyst upgradesATHRBrinkerCDNSChevronCintasCommScopeCTASCTVCVSCVXdowngradesDRHEATEDRELONESRXEXPDFCXFreeport McMoranFRTICEinitiationsIntercontinental ExchangeinthenewsLCAPALSTZAMARMarriottMedcoMens WearhouseMHSMWNATNordic American TankerNVEPaneraPNRAQUADSFLTeekayTKTNPTravelersTRVVRSKWellpointWLPTue, 26 Oct 2010 11:30:00 EST<![CDATA[Express Scripts: Well-Positioned for Earnings Growth]]>http://www.bloggingstocks.com/2010/10/07/express-scripts-well-positioned-for-earnings-growth/http://www.bloggingstocks.com/2010/10/07/express-scripts-well-positioned-for-earnings-growth/http://www.bloggingstocks.com/2010/10/07/express-scripts-well-positioned-for-earnings-growth/#commentsFiled under:

The shares of pharmacy benefits manager Express Scripts (ESRX), which I first wrote about on June 9, 2009, at a 2-for-1 split-adjusted price of $31.82, remains a play with promise.

Express's 2010 revenue will likely vault more than 80% on new accounts and the NextRx PBM purchase. Express is in a "prescription sweetspot" of sorts: an aging populace, plus a likely renewed emphasis on health and wellness in the United States, and the possibility of federal, health care reform legislation, bodes well for many health care players, and pharmacy benefits managers.

Continue reading Express Scripts: Well-Positioned for Earnings Growth

Express Scripts: Well-Positioned for Earnings Growth originally appeared on BloggingStocks on Thu, 07 Oct 2010 13:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress ScriptsThu, 07 Oct 2010 13:30:00 EST<![CDATA[Express Scripts (ESRX): Prescription for Profits]]>http://www.bloggingstocks.com/2010/08/09/express-scripts-esrx-a-prescription-for-profits/http://www.bloggingstocks.com/2010/08/09/express-scripts-esrx-a-prescription-for-profits/http://www.bloggingstocks.com/2010/08/09/express-scripts-esrx-a-prescription-for-profits/#commentsFiled under: ,

"Pharmacy benefits managers (PBMs) are the main distributors of drugs to retail pharmacies and directly to consumers; in our view, the PBM sector is a must-have health care area for investors," says Stephen Leeb.

The editor of The Complete Investor explains, "Express Scripts (ESRX) is a leading and fast-growing pure-play PBM that has been generating impressive results and is undervalued relative to the industry.

"One striking health care trend in recent years has been a dramatic rise in prescriptions. For the 10 years ended in 2009, according to a government study, the number of prescription drugs dispensed in the U.S. rose 39 percent, while U.S. population growth was just 9 percent.

Continue reading Express Scripts (ESRX): Prescription for Profits

Express Scripts (ESRX): Prescription for Profits originally appeared on BloggingStocks on Mon, 09 Aug 2010 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>drug distribution stocksesrxexpress scriptsfeaturedhealthcare stocksPBMspharmacy management stocksstephen leebthestockadvisors.comMon, 09 Aug 2010 10:00:00 EST<![CDATA[Express Scripts Rises Ahead of 2:1 Split]]>http://www.bloggingstocks.com/2010/06/07/express-scripts-rises-ahead-of-2-1-split/http://www.bloggingstocks.com/2010/06/07/express-scripts-rises-ahead-of-2-1-split/http://www.bloggingstocks.com/2010/06/07/express-scripts-rises-ahead-of-2-1-split/#commentsFiled under: , , ,

ESRX logoExpress Scripts (ESRX - option chain) shares are rising today just ahead of the completion of the company's scheduled 2:1 stock split. Tomorrow morning, investors will find twice as much ESRX stock in their accounts and the price should be about halved. A split is often viewed as a bullish indicator, since the stock seems cheaper after the split, even though all things are essentially equal. If you think that the stock won't fall by too much in the coming months, then now could be a good time to look at a bullish hedged trade on ESRX.

ESRX opened this morning at $100.02. So far today the stock has hit a low of $99.96 and a high of $104.16. As of 12:20, ESRX is trading at $103.90 up $4.74 (4.8%). The chart for ESRX looks bullish and S&P gives ESRX a positive 5 STARS (out of 5) strong buy ranking.

Continue reading Express Scripts Rises Ahead of 2:1 Split

Express Scripts Rises Ahead of 2:1 Split originally appeared on BloggingStocks on Mon, 07 Jun 2010 13:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXexpress scriptsinthenewsInvestors ObserveroptionssplitMon, 07 Jun 2010 13:50:00 EST<![CDATA[Express Scripts Races Ahead]]>http://www.bloggingstocks.com/2010/05/27/express-scripts-races-ahead/http://www.bloggingstocks.com/2010/05/27/express-scripts-races-ahead/http://www.bloggingstocks.com/2010/05/27/express-scripts-races-ahead/#commentsFiled under:

As forecast in March, pharmacy benefits manager Express Scripts Inc. (ESRX), first discussed on June 9, 2009 at a price of $63.64, has zoomed to $100, and it may be at $110 before long. I obviously still like the shares.

How much upside remains? Considerable. Look for Express' 2010 revenue to zoom more than 70% on new accounts and the NextRx PBM purchase. An aging populace, plus a likely renewed emphasis on health and wellness in the United States, and recent federal health care reform legislation bodes well for many health care players and pharmacy benefits managers.

Continue reading Express Scripts Races Ahead

Express Scripts Races Ahead originally appeared on BloggingStocks on Thu, 27 May 2010 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress Scripts Inc.Thu, 27 May 2010 15:40:00 EST<![CDATA[Express Scripts' Shares Are Headed North]]>http://www.bloggingstocks.com/2010/03/03/express-scripts-shares-are-headed-north/http://www.bloggingstocks.com/2010/03/03/express-scripts-shares-are-headed-north/http://www.bloggingstocks.com/2010/03/03/express-scripts-shares-are-headed-north/#commentsFiled under:

Pharmacy benefits manager Express Scripts (ESRX), which I first wrote about on June 9, 2009 at a price of $63.64, remains a company and stock with promise. Here's why:

An aging populace, plus a likely renewed emphasis on health and wellness in the United States, and the possibility of federal health care reform legislation bodes well for many health care players, including pharmacy benefits managers like ESRX.

Continue reading Express Scripts' Shares Are Headed North

Express Scripts' Shares Are Headed North originally appeared on BloggingStocks on Wed, 03 Mar 2010 15:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress ScriptsWed, 03 Mar 2010 15:00:00 EST<![CDATA[Before the Bell: Futures Lower After Data; Ahead of Bernanke]]>http://www.bloggingstocks.com/2010/02/25/before-the-bell-futures-lower-after-data-ahead-of-bernanke/http://www.bloggingstocks.com/2010/02/25/before-the-bell-futures-lower-after-data-ahead-of-bernanke/http://www.bloggingstocks.com/2010/02/25/before-the-bell-futures-lower-after-data-ahead-of-bernanke/#commentsFiled under: , , , , , , ,

U.S. stock futures fell Thursday morning as investors digested news of a possible downgrade of Greece's sovereign debt and prepared for the second day of testimony from Federal Reserve Chairman Ben Bernanke, as well as the release of several key economic indicators.

Both Moody's and Standar & Poor's said a donwngrade of Greece's sovereign debt is still possible, depending on how it enacts its fiscal reform plans. Of course, a downgrade would increase the country's borrowing costs and exacerbate its problems. This also caused fears of other possible defaults among other eurozone countries. Wold markets retreated in response.

Continue reading Before the Bell: Futures Lower After Data; Ahead of Bernanke

Before the Bell: Futures Lower After Data; Ahead of Bernanke originally appeared on BloggingStocks on Thu, 25 Feb 2010 08:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>esrxThu, 25 Feb 2010 08:40:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: CBS, H, HOT, MT, NWS, WFC, XTO ...]]>http://www.bloggingstocks.com/2009/12/15/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/15/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/15/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , , ,

Analyst Upgrades

  • Deutsche Bank upgraded Wells Fargo (WFC) to buy from hold as it believes the TARP repayment should remove uncertainty and that the company will report strong Q4 results. The firm raised its target price on shares to $36 from $29. Keefe Bruyette upgraded Wells Fargo to market perform from outperform following the TARP repayment and raised its target on shares to $28 from $24.
  • Wells Fargo believes News Corp's (NWS) newspaper and TV station segments are finally outperforming budget, while cable nets continue to perform well. The firm upgraded shares to outperform from market perform and has a $16 to $17 Valuation range.
  • BofA/Merrill upgraded Starwood Hotels (HOT) to buy from underperform as they expect "strong cyclical recovery in lodging earnings" in late 2010. The firm raised its target to $40 from $25.
  • ArcelorMittal (MT) was upgraded to buy from neutral at UBS.
  • JA Solar (JASO) was upgraded to hold from sell at ThinkEquity.
  • Acxiom (ACXM) was upgraded to overweight from equal weight at Stephens.

Continue reading Analyst upgrades, downgrades and initiations: CBS, H, HOT, MT, NWS, WFC, XTO ...

Analyst upgrades, downgrades and initiations: CBS, H, HOT, MT, NWS, WFC, XTO ... originally appeared on BloggingStocks on Tue, 15 Dec 2009 11:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ABTACXMAEPanalyst upgradesBMSCBSdowngradesEMRESRXFICOHCPHONHOTHyattinitiationsinthenewsJASOLIMSMSFTMTNews Corp.NWSTYLWCCWells FargoWFCXOMXTOTue, 15 Dec 2009 11:00:00 EST<![CDATA[Express Scripts' train is leaving the station]]>http://www.bloggingstocks.com/2009/12/11/express-scripts-train-is-leaving-the-station/http://www.bloggingstocks.com/2009/12/11/express-scripts-train-is-leaving-the-station/http://www.bloggingstocks.com/2009/12/11/express-scripts-train-is-leaving-the-station/#commentsFiled under:

The Express Scripts Inc. (ESRX) train is leaving the station: hence, I'm reiterating my buy rating for the company's shares, first recommended on June 9, 2009 at a price of $63.64.

If you bought ESRX in June, you're up about 35%.

Simply, an aging populace, plus a likely renewed emphasis on health and wellness in the United States, and the probability of federal, health care reform legislation, bodes well for many health care players, and pharmacy benefits managers like ESRX.

Continue reading Express Scripts' train is leaving the station

Express Scripts' train is leaving the station originally appeared on BloggingStocks on Fri, 11 Dec 2009 15:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress ScriptsFri, 11 Dec 2009 15:40:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: DOLE, DWA, ESRX, FOSL, GIL, HR, STZ ...]]>http://www.bloggingstocks.com/2009/12/02/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/02/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/12/02/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

Analyst Upgrades

  • Janney Montgomery upgraded Dreamworks (DWA) to buy from neutral on valuation and believes Dragon will be a major hit. The firm has a $45 target on the stock.
  • Thomas Weisel upgraded Gildan Activewear (GIL) to market weight from underweight, citing expectations for increased market shares in the U.S. screen print channel. The firm raised its target to $17 from $12.
  • P.F. Chang's (PFCB) was upgraded to overweight from equal weight at Morgan Stanley.
  • PEPCO Holdings (POM) was upgraded to outperform from neutral at Credit Suisse.
  • Arris (ARRS) was upgraded to buy from neutral at UBS.

Continue reading Analyst upgrades, downgrades and initiations: DOLE, DWA, ESRX, FOSL, GIL, HR, STZ ...

Analyst upgrades, downgrades and initiations: DOLE, DWA, ESRX, FOSL, GIL, HR, STZ ... originally appeared on BloggingStocks on Wed, 02 Dec 2009 11:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ALGTanalyst upgradesARRSBWPDOLEdowngradesDWAESRXFOSLGILHMAHRinitiationsinthenewsIREMITIMTLPCGPFCBPOMQKLSSTZWed, 02 Dec 2009 11:40:00 EST<![CDATA[Analyst upgrades, downgrades and initiations: ANF, DPS, LMT, NOK, OXY, SHW ...]]>http://www.bloggingstocks.com/2009/10/12/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/10/12/analyst-upgrades-downgrades-and-initiations/http://www.bloggingstocks.com/2009/10/12/analyst-upgrades-downgrades-and-initiations/#commentsFiled under: , ,

Analyst upgrades:

  • Citigroup upgraded Polaris Industries (NYSE: PII) to Buy from Hold after channel checks indicated the company's sales trends improved through September. The firm raised its target on shares to $49 from $33.
  • Jefferies upgraded Citrix Systems (NASDAQ: CTXS) to Hold from Underperform after channel checks indicated IT spending will be strong in the second half of 2009, but the firm finds the stock fully valued at current levels. Jefferies raised its target on shares to $40 from $32.
  • Pali Captital upgraded Abercrombie & Fitch (NYSE: ANF) to Buy from Neutral on valuation and expectations that lower pricing and international growth will be catalysts going forward. The firm set a $45 price target on shares.
  • Plum Creek Timber (NYSE: PCL) was upgraded to Neutral from Underweight at JPMorgan.
  • Advanced Micro (NYSE: AMD) was upgraded to Buy from Neutral at UBS.
  • PPD Inc. (NASDAQ: PPDI) was upgraded to Outperform from Neutral at Baird.

Continue reading Analyst upgrades, downgrades and initiations: ANF, DPS, LMT, NOK, OXY, SHW ...

Analyst upgrades, downgrades and initiations: ANF, DPS, LMT, NOK, OXY, SHW ... originally appeared on BloggingStocks on Mon, 12 Oct 2009 11:50:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>AMDanalyst upgradesANFBDKBRCDCTXSdowngradesDPSESRXFSTGDinitiationsinthenewsLMTNOKOXYPCLPIIPPDISHWSNDKTGHWDCMon, 12 Oct 2009 11:50:00 EST<![CDATA[Consider Express Scripts, unless you think health care reform will lead to fewer Americans with insurance]]>http://www.bloggingstocks.com/2009/10/02/consider-express-scripts-unless-you-think-health-care-reform-wi/http://www.bloggingstocks.com/2009/10/02/consider-express-scripts-unless-you-think-health-care-reform-wi/http://www.bloggingstocks.com/2009/10/02/consider-express-scripts-unless-you-think-health-care-reform-wi/#commentsFiled under:

I'm Reiterating my Buy rating for Express Scripts (NASDAQ: ESRX), first recommended on June 9, 2009 at a price of $63.64, and the reason isn't the stuff of rocket science.

An aging populace, plus a likely renewed emphasis on health and wellness in the United States, and the probability of federal health care reform legislation bodes well for many health care players, including pharmacy benefits managers like ESRX. If you bought the shares on June 9, you're up about 20%.

Continue reading Consider Express Scripts, unless you think health care reform will lead to fewer Americans with insurance

Consider Express Scripts, unless you think health care reform will lead to fewer Americans with insurance originally appeared on BloggingStocks on Fri, 02 Oct 2009 14:40:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>ESRXExpress ScriptswlpFri, 02 Oct 2009 14:40:00 EST<![CDATA[Cramer on BloggingStocks: China-led drop offers a time to buy ]]>http://www.bloggingstocks.com/2009/08/19/cramer-on-bloggingstocks-china-led-drop-offers-a-time-to-buy/http://www.bloggingstocks.com/2009/08/19/cramer-on-bloggingstocks-china-led-drop-offers-a-time-to-buy/http://www.bloggingstocks.com/2009/08/19/cramer-on-bloggingstocks-china-led-drop-offers-a-time-to-buy/#commentsFiled under: , , , , , , , , , , , , , , ,

TheStreet.com's Jim Cramer says even stocks without exposure to that country will probably be on sale today.

If China has pulled back 20%, do we have to pull back 20%, even though they were up 80% and we are up 9%? Are we so in lock step now that when China catches a cold, we are the ones with pneumonia?

I don't think so. It's such an easy story to stretch out, though you can see that our Freeports (NYSE: FCX) (Cramer's Take) and our Exxons (NYSE: XOM) (Cramer's Take) can get hammered.

Continue reading Cramer on BloggingStocks: China-led drop offers a time to buy

Cramer on BloggingStocks: China-led drop offers a time to buy originally appeared on BloggingStocks on Wed, 19 Aug 2009 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplbbtbhpbmycchinaesrxffcxfeaturedjim cramerJimCramerpnrapottgtunpwenxomWed, 19 Aug 2009 10:00:00 EST<![CDATA[Cramer on BloggingStocks: The bears are back in town ]]>http://www.bloggingstocks.com/2009/08/17/cramer-on-bloggingstocks-the-bears-are-back-in-town/http://www.bloggingstocks.com/2009/08/17/cramer-on-bloggingstocks-the-bears-are-back-in-town/http://www.bloggingstocks.com/2009/08/17/cramer-on-bloggingstocks-the-bears-are-back-in-town/#commentsFiled under: , , , , , , , , ,

TheStreet.com's Jim Cramer says we'll see a big dip lower, but watch these key stocks for underlying buying interest.

At last, a test, a test of the futures! That's what we have been looking for, one of these gigantic down openings like the old days, where it goes down and you stand there and you get pounded. That's what the market was, basically, from the top of 2007 until March -- a series of days where you came in and the futures were down so much that you knew they were going to go lower, except for the people who shorted it the night before and were taking profits.

Welcome home, bears!

Continue reading Cramer on BloggingStocks: The bears are back in town

Cramer on BloggingStocks: The bears are back in town originally appeared on BloggingStocks on Mon, 17 Aug 2009 08:30:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplbaccclcopesrxfeaturedgoogintcjim cramerJimCramermhsMon, 17 Aug 2009 08:30:00 EST<![CDATA[Cramer on BloggingStocks: You can't afford to be certain ]]>http://www.bloggingstocks.com/2009/07/31/cramer-on-bloggingstocks-you-cant-afford-to-be-certain/http://www.bloggingstocks.com/2009/07/31/cramer-on-bloggingstocks-you-cant-afford-to-be-certain/http://www.bloggingstocks.com/2009/07/31/cramer-on-bloggingstocks-you-cant-afford-to-be-certain/#commentsFiled under: , , , , , , , , , , , , , , , , , , , , , , , , ,

TheStreet.com's Jim Cramer says if you wait for market conditions to reach perfection, you'll be waiting a long time.

You know what? I am going to wait until I am sure housing has turned before I buy the homebuilders like Lennar (NYSE: LEN) (Cramer's Take) and Pulte (NYSE: PHM) (Cramer's Take). I am going to wait until the foreclosures peak before I buy Bank of America (NYSE: BAC) (Cramer's Take) and Wells Fargo (NYSE: WFC) (Cramer's Take).

I am going to wait until unemployment goes down before I buy 3M (NYSE: MMM) (Cramer's Take) and Disney (NYSE: DIS) (Cramer's Take) and IBM (NYSE: IBM) (Cramer's Take) and Caterpillar (NYSE: CAT) (Cramer's Take).

Continue reading Cramer on BloggingStocks: You can't afford to be certain

Cramer on BloggingStocks: You can't afford to be certain originally appeared on BloggingStocks on Fri, 31 Jul 2009 10:00:00 EST. Please see our terms for use of feeds.

Permalink | Email this | Comments]]>aaplapaapcbacbbbybbyccatdisdvnesrxffdxfeaturedhighpqibmjim cramerjnjjpmlenlncmhsmmmnscphmrigslbtunpupsvzwfcFri, 31 Jul 2009 10:00:00 EST