NOVEMBER 21, 2008 (Dow 8046, up 494) - Would lighten up next week if the rally continues. Stocks will continue to be sold simply because as an asset class they are easiest to sell to meet obligations, like redemptions. Would not short the coals down here.
will benefit from the worldwide diabetes epidemic (now a $17.8B market) - co is the largest disease management co in the country - provides diabetes treatment programs for health plans & hospitals in the U.S. (20.8m diabetics & growing) - saves patients & insurance companies money - AETNA announced that they would pay more for disease management - last qtr was "smokin'" - get in now before healthcare gets back in favor
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