Archive for August, 2013

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SSR Index of Current-Quarter Healthcare Demand Growth, Initial 3Q13 Estimate

[print_me] We expect 3.9% (nominal) y/y growth in US health services demand during 3Q13, the product of 2.4% growth in unit demand, and 1.5% price growth. Unit demand growth moved to 2.1% during 2Q13 – a sequential improvement of 60

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Medicaid HMOs: More Growth, Less Risk

Enrollment in Medicaid HMOs will grow immediately in 2014 as some states expand Medicaid eligibility under the Affordable Care Act (ACA). Growth continues for some time thereafter as: 1) other states join the expansion; 2) an increasing percentage of Medicaid

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Some Thoughts on HD’s Q2 Results

With retail earnings dominating the morning’s news flow, we thought we would offer some (brief) commentary on Home Depot’s (HD) Q2 results. There is no quibbling about the comp – +10.7%, a full 400 bps above consensus with the U.S.

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Quick Thoughts: Anyone Buying Blackberry Would Be Like Sprint Buying Nextel

–          BBRY is years too late in deciding to explore a sale of the company. Its messaging franchise and device platform have been overrun by competition – a turnaround may be impossible. –          Much of the $2.8 in cash would

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“I am worried about new capacity in China” – “How do I improve my business”

Talk to any investor today about commodities, and improving demand in the US and perhaps a floor in European demand, and you will eventually hear the first half of the title of this short blog.  Today we hear that Rio

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The EPA Speaks on the 2013 and 2014 RFS

Consistent with the timing in years past, the Environmental Protection Agency (EPA) set out its final rule for the use of renewable fuels for 2013 and offered some initial commentary with respect to 2014.  Our focus is on the latter;

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Health Insurers’ Participation on the Health Insurance Exchanges; and, Current-Market Premium and MLR Patterns by State

Health insurance exchange (HIE) participation across the publicly-traded HMOs varies greatly – the only consistent pattern being that the publicly-traded names’ are selectively focused on states with less concentrated supply-sides (i.e. states lacking dominant underwriters) AET most of all, and

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Potash – Breaking Up Apparently Isn’t That Hard to Do

All discarded lovers should be given a second chance, but with someone else.” –          Mae West This morning, Belaruskali, the erstwhile cartel partner of Uralkali announced that it had reached a preliminary agreement with a Qatar-based fertilizer marketing company, Muntajat,

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Potash – Breaking Up Apparently Isn’t That Hard to Do

All discarded lovers should be given a second chance, but with someone else.” –          Mae West This morning, Belaruskali, the erstwhile cartel partner of Uralkali announced that it had reached a preliminary agreement with a Qatar-based fertilizer marketing company, Muntajat,

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August 1, 2013 – Mobile Devices: The PC-ification of the Smartphone

  Smartphone demand is decelerating at the high-end, as the slowing pace of innovation, carrier pushback on subsidies, and the weak economy dampen replacement, and as fears of market saturation begin to play out. At the same time, the emerging

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