By Mark Bern, CPA CFA

If you are new to this series of article I recommend that you take the time to read at least the first article in this series which explains the strategy in detail. If you are interested in how we got to this point with Teva or other quality companies used please refer to my concentrator blog which contains links to all the previous articles in the series.

I’d like to begin with a little summary information about how the strategy is doing overall before I get into the details about Teva (TEVA). After eight months we have collected 12.2 percent of our initial portfolio of $150,000 from selling puts. The total amount collected is $18,354. We have paid a total of $584.50 in commissions and fees, including the recent exercise fee on the put transaction to purchase Teva shares. That results in a total return

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Brookdale Senior Living Inc. (BKD)

Bank of America Merrill Lynch 2012 Health Care Conference

May 17, 2012 11:40 AM ET

Executives

Bill Sheriff – CEO

Ross Roadman – SVP, IR

Analysts

Kevin Fischbeck – Bank of America Merrill Lynch

Presentation

Kevin Fischbeck

It’s my pleasure to introduce Brookdale Senior Living. Brookdale is the largest Senior Living company in the country through its portfolio of assisted living retirement center and continued care retirement center portfolio. The company also has a large and growing ancillary services business.

Presenting today we have Bill Sheriff, CEO and Ross Roadman, Senior Vice President of Investor Relations. And with that, I hand over to Bill.

Bill Sheriff

Thank you Kevin and we do appreciate the opportunity to present today. And as Kevin mentioned, I’ll be sharing the presentation this morning with Ross, our Senior Vice President and Investor Relations.

I want to try to cover the

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By Ganaxi Small Cap Movers:trades.
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strong>By The Dumb Money:

Background: I bought my first shares of Abbott (ABT) on April 13, 2010 at $52.44/share. As of Friday’s close the total return of ABT thus far has beaten the S&P Total Return Index, 26.5% to 13.02%. I added to my ABT holding once, on weakness, at $47.93/share on January 3, 2011, as my analysis at the time showed it was more than 20% undervalued. That portion of the investment has even more thoroughly trounced the S&P Total Return Index, thus far, returning a total return of 35.9% to 4.86%. This is primarily because in October 2011 Abbott announced it would spin off its pharmaceutical business, which investors (or more accurately, given their entry timing, speculators) appear to have cheered. This new company will be called AbbVie.

The question now is, what is ABT/AbbVie worth, and what are its business prospects? My conclusions are 1) Humira is the key to valuing

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Schiff Nutrition International, Inc. (WNI)

Bank of America Merrill Lynch 2012 Health Care Conference Call

May 16, 2012 6:40 pm ET

Executives

Tarang Amin – President and Chief Executive Officer

Joseph W. Baty – Executive Vice President and Chief Financial Officer

Presentation

Unidentified Analyst

Okay. My name is (inaudible) I work with Gregg Gilbert. I’m the specialty pharmaceuticals in U.S. Major Pharmaceuticals team. I’m happy to present to you, Schiff Nutrition, this is Tarang Amin, CEO; and also Executive Vice President and CFO, Joe Baty.

Tarang Amin

Thanks. Good afternoon. My pleasure to give you a little bit of an overview on Schiff Nutrition and then Joe and I’ll then answer any of your questions. For those of you who are not familiar, Schiff has actually got a 75 year history of delivering high quality nutritional supplement with a rich heritage (inaudible) first brand in this space, and a great

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Varian Medical Systems, Inc. (VAR)

Bank of America Merrill Lynch Health Care Conference Call

May 15, 2012 04:00 pm ET

Executives

Elisha W. Finney – Corporate Executive Vice President, Finance and Chief Financial Officer

Spencer R. Sias – Vice President, Corporate Communications and Investor Relations

Analysts

Presentation

Unidentified Analyst

[Call Starts Abruptly]

Analyst at B of A. And here with me from Varian, we have Elisha Finney, the CFO, and Spencer Sias, the Head of Investor Relations. Elisha’s is going to go ahead and speak for 15 minutes or so, and then we will open it up for Q&A.

Elisha W. Finney

Thank you, [Lenux]. What we thought we would do is just give a brief summary this afternoon and then make sure we leave time to answer any questions that you might have. I will be making some forward-looking statements. Varian’s mission is focusing energy on saving lives. And

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Momenta Pharmaceuticals, Inc.(MNTA)

Bank of America Merrill Lynch 2012 Health Care Conference Call

May 16, 2012 8:00 pm ET

Executives

Richard P. Shea – Senior Vice President and Chief Financial Officer

Analysts

Sumant S. Kulkarni – Bank America/Merrill Lynch

Presentation

Sumant S. Kulkarni – Bank America/Merrill Lynch

Good afternoon everyone. I’m very pleased to have Momenta here with us today. Thanks for taking the time and sticking around for this last presentation it’s going to be an interesting one because this is a really interesting company in the generic pharmaceuticals space. For those of you who that don’t know me I’m Sumant Kulkarni and I’m part of the specialty pharmaceuticals in U.S. major pharmaceuticals team here at the firm. So we have Rick Shea, who is the CFO and who is back with us this year and Lora Pike, who is with us for the first time this year is

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By ZetaKap:

Interested in gaining exposure to biotechnology companies? Do you prefer stocks that are projected to grow over the long term? Do you prefer investing in stocks that analysts have weighed in on? If so, here’s a list you might be interested in.

EPS growth (earnings per share growth) illustrates the growth of earnings per share over time. The 5-Year Expected EPS Growth Rate is a long term annual growth estimate, where the growth projections are made by analysts, the company or other credible sources.

We first looked for biotechnology stocks. We next screened for businesses that have high future earnings per share growth forecasts(5-year projected EPS Growth Rate>25%). We then looked for businesses that analysts rate as “Buy” (2 < mean recommendation < 3). We did not screen out any market caps.

Do you think these stocks have strong enough fundamentals to move higher? Use our list along with your

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By Bret Jensen:

It has been a miserable week on the street with indexes heading for their worst week since November. Although it is hard to find positives for the overall market, some individual issues have receive recent good news and are bucking the overall trend of the market. One such stock is Prestige Brands (PBH) which sells basic products that should hold up well in a slow growth environment such as Luden’s cough drops and Efferdent denture products.

Key announcements and catalysts for PBH:

It beat earnings estimates this week with adjusted earnings after items of 26 cents a share versus expectations of 23 cents.

Mexican pharmaceutical products company Genomma Lab had offered to buy Prestige Brands for $834 million in cash, a premium to current value, but the company rejected the offer.

Oppenheimer just upgraded the stock and put a $17 price target on the stock.

Janney Montgomery Scott upgraded the

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By Sol Palha:

Only stocks that met our suggested criteria were included on this list; the criteria used can be accessed here “Suggested guidelines when searching for new investment ideas.” These are not absolute rules but suggestions to get the novice investor started; the criteria can be adjusted to suit your own specific style of trading. A lot of key ratios will be used in this article. Some of the more important ones were covered in this article: Coca Cola 1 Of 5 Dividend Picks.

Company: Merck & Co Inc (MRK)

Growth

1. Net Income ($mil) 12/2011 = 6272
2. Net Income ($mil) 12/2010 = 861
3. Net Income ($mil) 12/2009 = 12899

1. EBITDA ($mil) 12/2011 = 14761
2. EBITDA ($mil) 12/2010 = 9034
3. EBITDA ($mil) 12/2009 = 17866
4. Cash Flow ($/share) 12/2011 = 6.28
5. Cash Flow ($/share) 12/2010 = 5.87
6. Cash Flow ($/share) 12/2009 = 3.28

1. Sales ($mil) 12/2011 = 48047
2. Sales ($mil) 12/2010 = 45987

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