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UNH BSC and S acting like stocks going much lower.

UNH ( 3/11/08) – is acting very poorly after a competitor well point missed earnings and cited lower margins going forwards, payment reimbursement difficulties, and a weak economy among problems. Being a voting year, many losers in health care management are possible.  Including lack of funding available for public health care programs going out of business.

BSC – was reported by Charlie Gaspirino on CNBC to have been in all parts of the mortgage process from origination, to packaging, and trading mortgage loans.  Then using funds to back other loans with Hedge funds that have blown up.   Lack of faith in BSC managements judgement is said to compound this problem.

S – is operating with negative leverage as it loses it’s base of customers because of significant problems.  ATT and VZ are taking market share with no end in sight.  Costs of operating all aspect of a cell phone business have large fixed costs, and a declining revenue base is impossible to over come.  

March 11, 2008 - Posted by | Stock investing links, ideas, and opinions. | , , , , , , , ,

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