Government action on drug prices seems far, far away
The format was familiar: Seven CEOs sit in front of a Senate Committee probing their industry's business practices. But whereas a Congressional hearing a decade ago marked a key moment in what was a costly public reckoning for the tobacco industry, today's hearing...Sector Monday: Drug store chains are right to be afraid of Amazon
Sector Monday (actually running on Monday this week) is my regular (or occasionally regular) post on the investible trends in a timely sector. This post will run only on JubakAM.com and will never appear anywhere else. Ever. Amazon's deal to acquire PillPack for $1...Notes You Need for December 4: Auto sales, restaurant stocks, CVS, Macao gaming, U.S. oil rig count
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. A typical blog post resembles this one from today: “11:20 a.m.: Wall Street isn’t nearly so positive on CVS Health’s  (CVS) $69 billion bid to acquire Aetna (AET) now that it has seen how the company plans to pay for the buy. CVS plans to issue $44.8 billion in new debt and $21 billion in new equity in addition to using $4.1 billion of cash on hand. Shares of CVS are down 5.2%.”
Notes You Need for October 6: oil and Nate, Apple iPhone 8 batteries, euro, rig count, German GDP, Amazon drug distribution, CVS, General Cable
In my daily trawling through the market I come upon lots of tidbits of knowledge that I think are important to investors but that don’t justify a full post. I’ve decided to start compiling these notes here each day in a kind of running mini blog that I’m calling Notes You Need. I launched this new feature on JubakAM.com on December 1. For example, “10:20 a.m.: Â Oil was up on speculation that Tropical Storm Nate would rise to the status of a hurricane and then hit the Gulf Cost, disrupting refineries and oil export platforms again But now oil is down on speculation that the storm won’t hit the Gulf Coast has hard as previous speculation suggested.”