Archive for March, 2010

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Protected: March 28, 2010 Three Reform Realities That Aren’t Priced In

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March 16, 2010 Initiating Coverage – TMT: The Only Constant is Change – Sector & Sovereign Research, LLC

We advocate an aggressive stance in TMT, with a focus on stocks positioned to take advantage of major paradigm shifts driven by innovations in smartphones, IP video, 4G, LED lighting, telepresence and cloud computing. We note that Apple, Cisco and

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PBM Gross Margins – This Looks Like the End of the Cycle

Since 2001, PBM gross profit per claim has grown three times faster than average drug prices, and 1.25 times faster than drug retail mark-ups As with drug retail, during this period PBMs benefitted from drug price inflation and an increasingly

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