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jtdaniel  Jeff

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  • Fidelity25 2016-04-09 17:15
    very interested in your comments on the arnb deals.. The Cigna Anthem seems to look interesting after the collapse of PFE AGN also EMC Dell - cash value is at 24.1 , any thoughts

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  • jtdaniel commented on The Science of Hitting's article 3 hr ago
    Dividends Over Buybacks?
    One of my favorite new podcasts is “Invest Like the Best” (found it a few weeks ago, so I am still catching up). The host, Patrick...
    View all 11 comments
    jtdaniel 04-27 12:42
    • Hi Science,

      I have followed ESRX for about 15 years, but only began buying shares in the last few months. I only found out about it because my father bought shares around 2002 and asked me to monitor it (he had a good broker that got him in early on Home Depot and early enough on ESRX). My cost basis is around $66.50, but I am looking to bring it down very soon.
  • jtdaniel commented on The Science of Hitting's article 19 hr ago
    Dividends Over Buybacks?
    One of my favorite new podcasts is “Invest Like the Best” (found it a few weeks ago, so I am still catching up). The host, Patrick...
    View all 9 comments
    jtdaniel 04-26 19:56
    • Science, 

      My favorite lines on the Express Scripts income statement are advertising and R&D expenses-- zero for the last 20 years. Now that is what I would call an efficient operation. 
  • jtdaniel commented on The Science of Hitting's article 04-26 09:19
    Dividends Over Buybacks?
    One of my favorite new podcasts is “Invest Like the Best” (found it a few weeks ago, so I am still catching up). The host, Patrick...
    View all 7 comments
    jtdaniel 04-26 10:19
    • Hi Science, ESRX has reduced its number of outstanding shares by a total of 16% over the last five years so there is some precedent. I am not giving up on the Anthem contract just yet. There is plenty of time and room left for negotiation - nothing new for either company.
  • jtdaniel commented on The Science of Hitting's article 04-26 03:33
    Dividends Over Buybacks?
    One of my favorite new podcasts is “Invest Like the Best” (found it a few weeks ago, so I am still catching up). The host, Patrick...
    View all 4 comments
    jtdaniel 04-26 04:33
    • Hi Science,

      Thank you for the excellent article. Express Scripts has the opportunity to demonstrate the value of its no-dividend policy. The shares are now under-priced and the time is right to accelerate the repurchases. 
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