Written by Fastball
Published under Dividend, Healthcare
May 20, 2013
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Universal American (UAM) is an insurance company headquartered in New York. Its core operations are in Medicare Advantage, but Universal American also has Medicaid operations, and is actively involved in developing ACO’s (Accountable Care Organizations). This stock is often forgotten since it doesn’t have a big market cap, especially when compared to other, much larger insurance companies. The chart above shows how Universal American’s market cap its dwarfed by its larger rivals. But sometimes, being forgotten can be a temporary blessing for investors. For quite some time, Universal American has remained undervalued. Price to [...]
Written by Fastball
Published under Dividend, Growth, Healthcare, Retail, Technology
May 2, 2013
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We started the year by building a diversified portfolio of 10 Stocks for 2013. The goal of the 10 Stocks for 2013 is to provide you with a portfolio of ten great stocks for: Diversification across industries and market caps Growth in some of the hottest themes and industries Sufficient stability and dividends to offset potential market losses Thus far, the results unfortunately haven’t been all that stellar. But I’m hopeful that things will pick-up relative to the S&P 500 later in the year. Our 2012 portfolio started out with a [...]
Written by Fastball
Published under Categories, Dividend, Growth, Healthcare
January 2, 2013
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It’s time again to look ahead to the next year. We put together a 10 Stock list for 2012 and achieved so-so results (a gain for that group of stocks, but they still did not outperform the S&P 500 as a whole…we’ll put out a separate review on that soon). Looking ahead to 2013, we see a continued strengthening in the economy, assuming that the pending fiscal cliff is resolved in some reasonable fashion early in 2013 (not to memtion the debt ceiling as well). Our list for 2013 leans heavily on the consumer with [...]
Written by Fastball
Published under Healthcare, Income Portfolio, Retail, Technology
July 20, 2012
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It’s not often that you get a month this easy on the options. Granted, we did not put on a ton of trades. However, the three option trades that we did put on to expire in July provided no stress. That rarely happens, so don’t get used to it…but enjoy it when it happens! Apple $545-550 sold put spread – Apple was at $580 when we put the trade on and finished Friday at $604.30. Centene $25-27.50 sold put spread - Centene was at $29.70 when we put the trade on and [...]
