Wednesday, August 3, 2016

Best earnings calendar - Bloomberg

Hi All - I was looking at various earning calendars this evening and happened to like Bloomberg's the best.  Good clean presentation and smart presentation of EPS Q2/2016 at the end of the row.  Don't have to fish around for the information and pleasing on the eye.  Nasdaq and Morningstar a bit busier and brackish.

Others: 1 out of 10 (1 lowest - 10 highest)

Yahoo - 7  kind of an excel spreadsheet setup.  Weeks link at the top. no EPS 2016 info.  Can add companie to yahoo calendar, nice

CBSMarketwatch - 4  strangely, only a look up box to put a search symbol in.  No easily searchab le eps info. Only companies overviews.

The Street - 4  Too complicated, poor design, sloppy layout.

will add more reviews as I find them.


Tuesday, August 2, 2016

War between US Gov't and Healthcare Insurers

Lots of drama playing out between the US gov't and healthcare insurance behemoths. This article looks at the US govt's blocking of Anthem and Cigna, two huge companies.

Will be tracking how this all plays out regarding Obama are and other impacts to the healthcare and pharma industry as a whole.


Also, Aetna announced today that it will not be expanding it's plans to expand Obamacare in new states.

Pharma patents expiring 2012 - 2016 Lipitor leads the way.

More good information.  There will be $127 billion less brand spending up to 2016 in worldwide markets throughout the Pharmaceutical industry.

CNBC's Top 50 Disrupters 2016

link to article

Looking at technology patents today.  Lots to learn.

Monday, August 1, 2016

Feel good vibe -Binary Capital

I like the message...but what's happening beyond the binary?  "Early stage investing eco-system!"

Emotions and Investing Don't Mix

I am a strong believer in due diligence and research.  When it comes time to buy, I do it with a wealth of knowledge behind me. I track for months, sometimes years.  Beyond the usual  P/E, EPS, Beta analysis, I take a good hard look at other players in a particular sector, the management of the company itself, underlying issues such as lingering litigation, and long term debt obligations. Also included are various macro factors, such as government stability, changing technologies and consumer behaviors which can influence volatility in the short/long term.  We will get into all this more down the road.

Time to reflect and take note of second quarter earnings being announced this week.  My goal is to diversify across many sectors over the next five years.  My portfolio is up 6% for the 2nd quarter.  That's 3% more than my annual goal of 7net11% gains for the year.

Slow and steady...


Tesla, Solar City to merge.

Lots of intrigue here. Will this merge make Solar City more viable in long run?

http://www.wsj.com/articles/tesla-and-solarcity-agree-to-2-6-billion-merger-deal-1470050724