Stockpickr Thanksgiving Challenge example: Long. "You might expect a lot of spices (pumpkin pie spice for instance) to be sold during the week leading up to Thanksgiving"

work

McKesson just reached a new 52-week high last week, a signal that should contribute to the bullish technicals that this stock is offering. Couple that with rising analyst expectations on the fundamental side and things should be good for those long this stock...

I work for them

McKesson (MCK), which distributes drugs, reported a great quarter and, holy cow, it gets a near $5 gain! Repudiation of health care reform writ large, because I could argue that anyone in the drug food chain should be crimped here.

Administrative/medical play with a good dividend

3

Strong Buy - Price 58.35 on Sept. 9
by Raymond James

This health-care-services company's [prescription] distribution was generally positive; MCK appears well-positioned to benefit from the ongoing generic wave, aided by its longstanding manufacturer and customer relationships. MCK remains our top pick among the Big Three Rx distributors. We expect...margin expansion, driven by its stellar generic distribution franchise, evolving health-care [information-technology] division, and capital deployment. 2008 EPS, $3.34; estimated '09 EPS, $3.82; 2010E EPS, $4.34; P/Es are, respectively, 17.5 times, 15.3 times, and 13.4 times. Market cap: $16.5 billion.

Citigroup downgraded three drug wholesalers -- ABC, CAH and MCK --to Hold. Higher copayments may cause the consumer to use fewer drugs in an economic downturn. Prefer PBM's and Managed Care stocks at current levels.

It will get me a new car

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