The Generational Test for Investing….

One of the simplest techniques to help determine investment merit was actually made by a co-worker of mine. A couple of colleagues and I were discussing investment styles and strategies that had served them well over the years. One was oriented to short-term speculation and trading, another had a longer-term perspective (that would be me).…

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Two Great Investors Square off on Express Scripts. And… sleepless nights ahead for CVS and Walgreens?

We have frequently reported on the turmoil at Express Scripts (ESRX) – several major missteps and then the announcement that they would likely lose their largest customer, Anthem. Should this come to pass, 31 percent of earnings will walk out the door – a sum larger than most of the pundits thought. The stock dropped…

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Litigation Begets Litigation

Johnson and Johnson’s legal struggles and what it means for stockholders All companies, particularly drug companies have seen their share of lawsuits, and Johnson and Johnson (JNJ) has not been immune to legal action. This is of some concern to In Sickness and Wealth as JNJ has been in its portfolio for decades. And while…

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Strategic Discussions… for Potential Investing

The 8th Annual Becker’s Hospital Review brought together more than 2000 business and strategy leaders from around the country. The topic: “How to improve your hospital and its bottom line in these challenging but opportunity-filled times,” with the best minds in the field discussing Accountable Care Organizations, physician-hospital integration, patient access, quality measures, reimbursement, cost…

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No Rx… for Lost Business, Poor Management, Expensive Mistakes

Express Scripts – the company we love to hate – came out with an announcement today that sent the stock plunging in afterhours trading. The company announced that it’s unlikely that their largest customer, Anthem, will renew their contract for pharmacy benefits management service after it runs out in 2019. Anthem represents about 15% of…

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