Novo Nordisk, a long held position within the model portfolio, today announced phase 2 test results on its new oral diabetes medication. http://news.investors.com/022015-740166-novo-nordisk-lauds-phase-two-trial-for-diabetes-drug.htm?ven=yahoocp&src=aurlled&ven=yahoo There are potential breakthrough implications that one can glean from this result. Until now, the newest and…

In recent weeks, American Express has announced that the Costco processing and co-brand partnership will end in 2016. The implication is that either MasterCard (MA-NYSE, $87.14) via its issuing partners, or Visa, through its issuing partners, will assume the contract…