On July 7 on this blog, I commented upon the fact that Medco was likely to lose one of its major customers – United Healthcare. Two weeks later it is (more…)
Archive for July, 2011
Acquisitions Often Happen When Firms are Vulnerable
Saturday, July 30th, 2011Should the Dow take a Bite out of Apple?
Tuesday, July 19th, 2011The Dow Jones Industrial Average (DJIA) lacks one very large company – Apple. People estimate that there is at least one Apple product in just about every home in America. Yet, the company can’t make it on (more…)
Buy Sell Agreements: A Misnomer
Friday, July 15th, 2011I recently reviewed a potential buy-sell “agreement” which had a formula to determine the buy-out price.
It used a (more…)
Customer concentration risk and Uncertainty
Thursday, July 7th, 2011Medco, which is currently the largest benefits manager based on revenue, could be on its way to the smallest (of the major) benefits manager.
Why? (more…)
Bayer Aspirin is Giving its Competition a Headache
Thursday, July 7th, 2011Bayer’s Aspirin was invented in 1897. In the last quarter of 2011, aspirin was Bayer’s (more…)
