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- Amazon AMZN
- ArcelorMitt... MT
- Barrick Gol... ABX
- Best Buy BBY
- BlackRock BLK
- BP BP
- Chevron CVX
- Cliffs Natu... CLF
- Coach COH
- Costco COST
- Dell DELL
- Deutsche Ba... DB
- Exxon Mobil XOM
- Freeport Mc... FCX
- Google GOOG
- Hartford Fi... HIG
- HP HPQ
- IBM IBM
- Lexmark LXK
- Manulife MFC
- MetLife MET
- Prudential... PRU
- Rio Tinto RIO
- Salesforce.... CRM
- SAP SAP
- Silver Whea... SLW
- State Stree... STT
- Travelers TRV
- Vale VALE
- Wal-Mart WMT
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Example comment: Competition will squeeze AMZN's operating margins from 4% to 2% meaning a 10% hit to the stock according to Trefis.
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Short Thesis
Short Thesis
Can you guys write an article addressing Citron's short thesis? Specifically, 1) what you think about the journal articles stating that the systems are not cost efficient and do not produce better outcomes - this implies more downside than upside as ACA phases in, 2) the build up of claims in the MAUDE database, and 3) why this doesn't negatively impact your revenue drivers. [ less... ]
Can you guys write an article addressing Citron's short thesis? Specifically, 1) what you think about the journal articles stating that the systems are not cost efficient and do not produce better outcomes - this implies more downside than upside as ACA phases in, 2) the build up of claims in the MAUDE database, and 3) why this doesn't negatively impact your revenue drivers. [ less... ]
Short Thesis
Can you guys write an article addressing Citron's short thesis? Specifically, 1) what you think about the journal articles stating that the systems are not cost efficient and do not produce better outcomes - this implies more downside than upside as ACA phases in, 2) the build up of claims in the MAUDE database, and 3) why this doesn't negatively impact your revenue drivers.