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UNH health care.

(Update 7/23/08 ) – UNH has weathered most of the fruad charges against it, and continues to pay out as little as possible to health care members. Profit margins should be boosted by greed, and inappropriate influence of health care corporations into elections. Society is not speaking up, and I imagine UNH as a possible long trade if congress people do not demand better coverage, and higher reimbursement rates. Bullish as a trade on any weakness further weakness. I would prefer to be long into UNH near term earnings anouncements. ) end update —
( 02/25/2008) UNH has systematically defrauded it customers and the ultimatley the people of the United States.  UNH should not be allowed to focus on isolated customers to over charge them. New York Attorney general goes after UNH after six month probe.  http://www.marketwatch.com/News/Story/Story.aspx?guid=%7b889EB25E-F08F-49AC-AA67-1465E44B9300%  7d&siteid=yhoo&dist=yhoo    

   Proper utlization of human resources meaning active education and cooperation combined with technology and infrastructure in place without abusive elements would deliver the most efficient medical treatment care system. 

   Michael Moore has done a film on his thoughts about the inappropriate profiteering health insurance corporations carry out. In my opinion they have abused their trust when patient recieved care outside of the network or avoided treatment becuase of fear of costs.   Society can provide honest available medical care, and can work with other nations to share benefits.   I was recently reading some bible passages online trying to learn more about the contents.   I take from all the births and human relations in the book over generations we all have shared interest past and future.  Gods is with all of us and in everything. 

– Cramer likes UNH and see’s the stock as incredible cheap, I see investors putting money to work in UNH.  Stock could trade higher )

( update 10 am. On the UNH trade I should try to focus on my timing better.  I gave it a shot.  Still have about 8 hours for mr. market to wake up and price this stock lower because the Government should be able to crush the profit the one thing UNH had going for it the manipulation of health care costs.   I entered the trade when the stock was trading jut over $46.  I had seen the lower print and the fraud charges.  Then I pulled the trigger at .35 cent 2/15/08 45 puts in the heat of the moment yesterday. I closed out the positions It was  an out of the money trade trying to hit a home run.  Good chance after reading about it as a manipulation trade ahead of the news.  Big money stands to hedge the stock here while it continually repositions.  It is an election year.  The march 45’s look tempting.  

 entertainments purposes only, 

A bible passage –  

“Thus the total number of generations from Abraham to David is fourteen generations; from David to the Babylonian exile, fourteen generations; from the Babylonian exile to the Messiah, fourteen generations. 5 ”  Mathew summary,

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6 Now this is how the birth of Jesus Christ came about. When his mother Mary was betrothed to Joseph, 7 but before they lived together, she was found with child through the holy Spirit.
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Joseph her husband, since he was a righteous man, 8 yet unwilling to expose her to shame, decided to divorce her quietly.
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Such was his intention when, behold, the angel of the Lord 9 appeared to him in a dream and said, “Joseph, son of David, do not be afraid to take Mary your wife into your home. For it is through the holy Spirit that this child has been conceived in her.
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She will bear a son and you are to name him Jesus, 10 because he will save his people from their sins.”
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All this took place to fulfill what the Lord had said through the prophet:
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11 “Behold, the virgin shall be with child and bear a son, and they shall name him Emmanuel,” which means “God is with us.”
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When Joseph awoke, he did as the angel of the Lord had commanded him and took his wife into his home.
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He had no relations with her until she bore a son, 12 and he named him Jesus

February 14, 2008 Posted by | American Politics and Policy Ideas, Stock investing links, ideas, and opinions. | , , , , , , , , , , , , , , | Leave a comment

MTG looks like a good short here

MTG a private mortgage insurer looks like an attractive short.  MTG has held up and I think is over priced and should go to zero.  The company should be worthless when all is said in done by normal accounting standards.  If competition is allowed, a recession takes hold, and accounting standards are enforced MTG could go to zero   I hope the government progresses in its fight with greed.  I do worry because they recently allowed banks to take assets/debts to off balance sheets to be able to continue to loan money other wise not meeting correct  reserve requirements.

entertainment purposes only 

February 5, 2008 Posted by | Uncategorized | , , , , , , , , , , , , | Leave a comment

No one can predict the future. Sell GOOG, Buy CFC

Update, 6/15/08

CFC seems to be bottoming with the buy out of BAC.  I swear BAC was just ducking personal loans it made and eliminating a tough competitor.   I little more bullish on the pair as the real price with capital injections, buy outs, and frauds on the loose.  Inflation actually arrived as war appears in the cards with Iran.   I love Russia is my last comment)  Russia believes it is on the verge of major technology development in the nano-technology group.

 Still like a short position in GOOG with a major new business product out from MSFT offering cash to devloopers, programers, and the like who want to make money.  At Dynamic Microsoft.

 

GOOG and BIDU are up nicely in after hours on Microsoft’s 30% growth in revenue.  I call it the Halo effect.  http://www.reuters.com/article/marketsNews/idUKWNAS774320080124?rpc=44   (updated 2/5/08  Neutral on GOOG under $500)

  I short sold GOOG and then added to my position after listening to a guy on CNBC about declining searches and users not clicking ads.   Not proud of that (Going to trade with the t.v off tomorrow, too easy to be manipulated)    Still want to be short going into earnings.    A lot of competition rising.  http://biz.yahoo.com/cnbc/080125/22841725.html?.v=1  Wiclapedia is launching a search engine.  BIDU is taking 80% of search es in China and just announced its launch in the Japanese market.  Declining revenue per transaction around the world is not supportive of GOOG.    Looks like a good pop to short.  Not taking anything away from GOOG; but,  the stock may be over valued.   Bull market is making a case going forward with hope. 

I am long CFC   The corporation is a leader in the mortgage refinancing market and should rake in big profits with the increases in loan sizes to 125% of median home value in a community proposed by congress. BAC may a share price offer at $7.50 I believe.   Stock should be pretty steady; but, could pop higher when application numbers increase.  

entertainment purposes only

January 24, 2008 Posted by | Uncategorized | , , , , , , , , , , , , | 1 Comment