Start looking at FCX for the long term. Also, AAPL.
Milo still has the best strategy to deal with WAG tragedy by selling puts and covered calls. Short term (within 6 months)
Robb is right with a little longer term strategy being bearish. We still have announcements to be made from ESRX on success of new networks without WAG. If MHS leaves WAG, then expect another 10% hair cut. 6 to 12 months.
1 year down the line, WAG BOD will be under pressure to replace this regime and they will have to reenter into ESRX contract and may earn some of the lost business in the years to come....