Monthly Archives: February 2015

Novo Nordisk (NVO-NYSE, $47.12) Successfully Demonstrates Oral GLP1 Efficacy.

Novo Nordisk, a long held position within the model portfolio, today announced phase 2 test results on its new oral diabetes medication. There are potential breakthrough implications that one can glean from this result. Until now, the newest and

Posted in Open Blog

American Express (AXP-NYSE,$78.04) losing business to Mastercard (MA-NYSE, $87.14) and Visa (V-NYSE, $269.63) allies.

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

Posted in Open Blog
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