Wellcare Health Plans Inc. (WCG)

All Comments on WCG

  • commenter
    User 161804
    Jul 26 09:22 AM
    Wall Street Breakfast: Must-Know News [view article]
    ISV worth a look, good fundamentals, there were spikes on Thursday and Friday despite a bad market. A cup and handle was formed maybe in anticipation of good earnings. Reply
  • commenter
    SA Editor
    Eli Hoffmann
    Jul 22 04:35 PM
    Wall Street Breakfast: Must-Know News [view article]
    PJ568, thanks for your feedback. We largely report adjusted earnings. This is due to the fact that analyst consensus estimates, which are the gauge by which many judge whether a given company has beaten or missed expectations, are formulated based on adjusted earnings. Reply
  • commenter
    PJ568
    Jul 22 03:10 PM
    Wall Street Breakfast: Must-Know News [view article]
    Many of the numbers referenced above appear to be adjusted and not actual. WB and BSX are two that jumped out as being off. One would expect adequate disclosure from the SA Editor about the numbers being referenced. Constantly reporting and discussing adjusted numbers is a sign of weakness that shouldn't be ignored. Reply
  • commenter
    RightinSanFr
    ancisco
    Jul 22 10:48 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    It is amazing that so much of the financial health of the western world hinges on the performance of these public / private entities Fannie and Freddie. I was once a stockholder (liked the dividend), but sold when it became apparent to me a few years ago that I did not understand who the management worked for. If they are a cornerstone of the economy, the performance of their management needs to be judged by a standard of security, not growth of EPS, which drove them away from their government mission toward chasing the returns of sub-prime loans. Then the government wanted them to broaden the size of loans that they would handle. Despite hating a larger role for government, I have reluctantly come to the conclusion that they neeed to be publicly owned and directed. Ugh. I can't believe that I said that. Reply
  • commenter
    notsosmart
    Jul 22 09:09 AM
    My Website
    Wall Street Breakfast: Must-Know News [view article]
    why pay attention to moody,s? why pay attention to anybody? all have an agenda & its not to put money in your pocket.once you know that selfserving lying & greed is the game you should think for yourself. Reply
  • commenter
    Ishortyou
    Jul 22 07:38 AM
    Wall Street Breakfast: Must-Know News [view article]
    well looks like Moody's go unlished playing the rating game again without foundation or facts and just based on speculation. They need to reinstate triple A ratings on some of the bond insurers that were downgraded unjustifiably Reply
  • commenter
    carlita74
    Jul 06 02:28 PM
    Industries to Avoid, Industries to Buy [view article]
    since we are in a global economy ,whatever happens in China will be felt in the US and viceversa ,at some point in the future the standard of living in China will be close to that in the US ,their standard of living will certainly improve ,think about it you will be able to solve a big piece of this puzzle Reply
  • commenter
    Georealist
    May 27 12:40 AM
    More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez [view article]
    For those who didn't check out Mr. Bui's holdings..one of them is CEF...this is a closed end fund that holds gold and silver...it is possibly the worst possible way to invest in these metals...as of May 23, 2008 CEF charges MORE THAN A 7% PREMIUM TO INVEST WHAT IS EASILY..AND MUCH LESS CHEAPLY mirrored by either GLD or SLV. Congrats Bui!!! Pretension knows no bounds.... Reply
  • commenter
    Georealist
    May 26 11:02 PM
    More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez [view article]
    Almost indecipherable....to say the least. Of course, on your hysterical analysis those who sold PWE lost nothing but money. Either you don't understand Peak Oil or Safe Haven oil/gas supply or are simply too lazy to catch a clue! Please inform..if possible. Reply
  • commenter
    User 199851
    May 26 05:26 PM
    Industries to Avoid, Industries to Buy [view article]
    Your comments re: Medicare Part D...
    The majority of meds will be generic. The 'takers' with no risks taken, no path to production factories, no indication of what's in their product other than a USP # to 'claim' it's the drug without the brand name.
    Kaiser's used generics for years. Mom complained that her generic vicodin was hurting her stomach (can't tolerate aspirin). I had product analyzed: contained aspirin, acetominophen, caffeine; NO narcotic. How many will die, have adverse reactions, lose disease control (seizure disorders, diabetes, hypertension, angina, etc) because NO ONE is monitoring generics or factories.
    Anderson Cooper 360 on CNN did story on this last fall, 2007.


     Reply
  • commenter
    Barb
    May 23 12:38 PM
    Industries to Avoid, Industries to Buy [view article]
    Whew, narrow views for sure. You have some growing up to do, and a bit more study. Reply
  • commenter
    User 35132
    May 22 08:46 PM
    More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez [view article]
    I think they sold pwe to soon. It is a great company. The banks are paying 2.6%, where can you put your money and get PWE return.?? Unless you are runing a fund need to boost it? Reply
  • commenter
    jjason
    May 22 02:01 PM
    More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez [view article]
    Bruce Berkowitz sold 97% of his PWE. I wonder why?

    I sold 100% of my PWE yesterday. After reading the 1Q 2008 report and the news that PWE is paying an 18 percent premium for another O&G company, I decided to take my profits.

    Oh..PWE also has 1.3 billion in goodwill from the CNE purchase. Too much goodwill for me to digest.

     Reply
  • commenter
    Lisa
    May 22 02:15 AM
    More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez [view article]
    Georealist, I think you're unjustifiably critical of this article and its author.

    Most smart investors watch and learn from what other smart investors are doing. At the very least, you can use this as an initial screen for ideas.     Reply
  • commenter
    Chungst
    May 21 07:44 PM
    More Peeks Inside Portfolios: Berkowitz, Pabrai, Bob Rodriguez [view article]
    I read Mohnish Pabrai's book "The Dhandho Investor," where he talks about heads he wins big and tails he loses a little. However, in a recent interview with Smart Money magazine, his explanation about the fund's loss in Delta Financial clearly contradicts the investment style laid out in the book. Clearly, he didn't lose a little, he lost a lot.

    For Pabrai to piggyback off another investor calls into question his role as a PM. I know a lot of value investor-PMs (for example, just read some of the posts on Vestopia.com) look at what other value investor-PMs are doing, but such behavior is simply not acceptable because I could do the same piggy-backing myself without having to pay the huge investment management fees.

    Only time will tell if Pabrai has past his zenith similiar to Bill Miller of Legg Mason. The secret of Buffett's success is his "master mind" (a Napoleon Hill concept) relationship with Munger. Pabrai should find his "Munger."     Reply

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