Monthly Archives: August 2011

Warren Buffett and Bank of America: Don’t Try This At Home

So, Warren Buffett just invested $5 Billion in Bank of America (BAC), should you? This latest Buffett deal  should come with fineprint “Performed by World’s Greatest Investor, Do Not Attempt At Home”. I’m not sure if Buffett’s investment (or “capital … Continue reading

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Some Updates and Links from the Gyrating Market

I’ve been very busy at work over the last two weeks so I haven’t had a chance to comment on this crazy market volatility.  When will it stop? Will the EU collapse? Will we have to convert to a barter … Continue reading

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It’s The End of The World As We Know It (and I Feel Fine)’s Friday News & Notes

There’s nothing like a 500 point down day in the Dow and an 11% nine day decline in the S&P 500 to get a value investor’s blood pumping! I’ve been waiting for a pullback, but when the dipshits in Congress … Continue reading

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Merger of Rivals Gives CVS Caremark Advantage in Drug Wars

The recently announced merger of Express Scripts (ESRX) and Medco Health Services (MHS), two of the largest pharmacy benefit managers (PBMs) provides an excellent opportunity for CVS Caremark (CVS) and their investors. As I wrote previously, I think CVS is … Continue reading

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