Category: Healthcare Sector
The analysis published under this category are as follows.Tuesday, March 15, 2011
Healthcare Stocks Taking Off as Tech Companies Tumble / Companies / Healthcare Sector
Jon D. Markman wrtes: Technology and commodities companies have been among the hardest hit over the past few weeks, as major players move from cyclical stocks to more defensive areas like healthcare stocks.
In the technology sector, the worst of the sell-off has been in the optical stocks. That's a shame because many of these stocks finally looked like they were on the verge of emerging from long bear markets. But the optical stocks - so popular during the tech bubble - were kicked in the head whenFinisar Corp.(Nasdaq: FNSR) issued a very weak outlook for its April quarter.
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Sunday, January 16, 2011
Two Stocks Set to Benefit As Healthcare Goes Digital / Companies / Healthcare Sector
Marc Lichtenfeld writes: To round off the week, our resident healthcare expert, Marc Lichtenfeld, brings you his second and final report from the J.P. Morgan Healthcare Conference in San Francisco. If you read yesterday’s column, you’ll known that Marc has identified three key trends for the sector this year – one, healthcare reform; two, the “patent cliff” and three… well, take a look below to find out…
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Tuesday, November 09, 2010
The Effects of ObamaCare, Unintended Consequences of Health Care Reform / Politics / Healthcare Sector
What will be the effects of ObamaCare? My friend Lisa Cummings, an expert on employee benefits (she was one of the first employees at Dell and was a senior exec at Wal-Mart), has analyzed the bill; and from what she tells me it appears to be one big pile of unintended consequences and costs. It will be far cheaper for an employer to simply pay the $2,000 fine and pay for the employee to enroll in the government health exchange program, which of course puts more cost on the taxpayer. Behind the curtain of wonderful and laudable objectives is a mountain of regulations and costs. But that is what is coming. I asked Lisa to give me a written report on just the more important changes and costs, and that is your Outside the Box reading today.
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Tuesday, September 21, 2010
Sernova Tackles Diabetes Cure / Companies / Healthcare Sector
People with insulin-dependent diabetes (all of type-1 and about 27 percent of type-2 diabetics) lack the necessary amount of insulin in their bloodstreams. This can and often does lead to irreversible damage to their hearts, blood vessels, eyes, kidneys, skin, feet and hearing. In individuals taking insulin injections to reduce blood sugar levels severe hypoglycemia can cause organ failure and death.
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Monday, September 13, 2010
Health Care Industry is all About Maximising Profit / Politics / Healthcare Sector
Once upon a time in America, people became doctors and nurses because they wanted to help people, building hospitals was a labor of love, lawyers didn't chase ambulances, health insurance companies did not openly abuse their customers and greedy pharmaceutical companies did not dominate the entire health care industry. But today all of that has changed. Why do most people choose a career in the health care industry today? It is because they want to make a lot of money and live a comfortable lifestyle.
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Friday, August 20, 2010
America’s Healthcare Mafia Strikes Again / Politics / Healthcare Sector
Did you get a raise in 2009?
CEOs of the nation’s largest health insurers most certainly did; CIGNA, UnitedHealth, Humana and Wellpoint. In fact, as a reward for many years of excessive hikes to insurance premiums executed under his leadership, Edward Hanway, the former CEO of CIGNA was provided with a retirement package worth $110.9 million, paid for by the excessive and unnecessarily high insurance premiums billed to CIGNA’s policy holders.
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Friday, June 25, 2010
Healthcare Sector the Place to Find Safe Triple-Digit Gains Right Now / Companies / Healthcare Sector
Dr. Steve Sjuggerud writes: Since starting my True Wealth newsletter in 2001, I've avoided buying big U.S. stocks.
I've avoided big-name stocks because I thought they were too expensive. But now, for the first time in my career, I'm finding value in some big U.S. stocks… particularly in one sector.
Wednesday, June 16, 2010
Nurses are Right about the Problem, but Wrong about the Solution / Politics / Healthcare Sector
Last week, more than 14,000 nurses from Minnesota hospitals staged a 1-day walk-out as a sign of protest over excessive patient loads.
The nurses are right about staffing shortages and overloaded responsibilities.
However, their solution – hiring more nurses will add further costs pressures to America’s unsustainable healthcare bubble.
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Wednesday, June 02, 2010
Health Care Sector, the Ultimate Hedge in Economic Crisis / Stock-Markets / Healthcare Sector
This week we have a really counter-intuitive Outside the Box. I was talking with the editor of Breakthrough Technology Alert, Patrick Cox about health care costs and he made some very interesting observations from new research about health care. It seems healthy people pay more for health care than sick people. I asked him to do a write-up for us. Despite the new health care bill that passed, health care costs are going to go up, not down. And that's a good thing, as Pat explains. You really want to read this.
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Tuesday, June 01, 2010
Put Patients and Doctors Back in Control of Healthcare / Politics / Healthcare Sector
Most everyone agrees that health care in the United States has major problems, the biggest problems relating to skyrocketing costs. No one doubts the system is in need of reform. However, too many in Washington see tighter government controls as the solution. In fact, the problems are rooted in past government controls that created more problems than they solved.
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Wednesday, May 26, 2010
What's Really Wrong with the U.S. Health Care Industry / Politics / Healthcare Sector
On May 3, 2010, I gave a talk to a class of students studying public health policy at the University of Washington. I began the talk by asking the students how many of them believed that the current healthcare system in America was flawed; everyone in the class raised their hand. I then asked how many of them believed that the recently passed healthcare legislation, supported by President Obama, was a step in the right direction in reforming America's healthcare system. Once again, everyone raised their hand.
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Friday, April 23, 2010
An Update On Philip Morris: Earnings, Buybacks, Dividends / Companies / Healthcare Sector
PM Earnings - Philip Morris International, Inc. (PM) reported earnings and scored a “miss” according to most analysts. I typically could care less about whether it was a “beat” or “miss” so that’s all I’m going to say about that. The bottom line is that PM has reiterated that it is on track to achieve earnings growth of at least 10% and bring in EPS of $3.75 to $3.85 for 2010. Based on 2010 EPS of $3.75, a $50 stock price means a price-to-earnings ratio of 13.3.Read full article... Read full article...
Wednesday, April 14, 2010
Killing You with Drugs: Legally / Companies / Healthcare Sector
Is there any reason why Pfizer shares are down today?
Just yesterday, shares were trading at ~ $17.30. Today, with the DJIA up by 0.7%, Pfizer is down by nearly 1%.
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Sunday, March 28, 2010
Three Things Investors Really Need to Know About Healthcare Reform / Companies / Healthcare Sector
Healthcare reform is now law.
Over the next decade the government will reach further into the private sector than it ever has before.
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Tuesday, March 23, 2010
ObamaCare: Soon to be the Worst Bill Passed in U.S. History (Part 1) / Politics / Healthcare Sector
With Obama’s healthcare bill ready to sign, democrats are celebrating. Meanwhile, (supposedly) enraged republicans insist payback will come in November. This is part of the typical back-and-forth theatrics staged to galvanize voter support for each party. Please do not allow yourself to be fooled by these games. As the facts show, both parties are essentially the same when it comes to issues that matter most to working-class Americans; free trade and healthcare, as first detailed in America’s Financial Apocalypse.
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Friday, January 29, 2010
The FDA Ensuring the Next Disaster in the U.S. / Politics / Healthcare Sector
The Food and Drug Administration (FDA) is like many federal regulatory bodies that were established for the sole purpose of protecting U.S. consumers.
As you might imagine, like other regulatory bodies, a properly functioning FDA is critical for ensuring the nation’s health and safety.
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Sunday, January 24, 2010
Funding Public Health Care With a Publicly Owned Bank, How Canada did it / Politics / Healthcare Sector
The story goes that Churchill offered a woman 5 million pounds to sleep with him. She hedged and said they would have to discuss terms. Then he offered her 5 pounds. “Sir!” she said. “What sort of woman do you think I am?” “Madam,” he replied, “We’ve already established that. Now we’re just haggling over the price.”
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Saturday, January 23, 2010
How Wall St Destroyed Private Medicine / Politics / Healthcare Sector
At my annual check-up, my doctor handed me a sheet explaining the reasons for office fee increases for Medicare Patients. It is worth reporting at length.
Medicare fixes the prices for Medicare patients’ health care. All office charges for Medicare, including office visit charges, have been set by the Federal government since 1984. In real terms (adjusted for inflation), these fixed prices are less today than they were three decades ago.
Thursday, December 03, 2009
Everybody Wins in Health Care Reform Except You! / Politics / Healthcare Sector
"Everybody wins."
That's my theme for investing in health care in 2010.
Monday, November 30, 2009
Healthcare Sector Strong Bullish Trend Continues / Companies / Healthcare Sector
Another week of debate and uncertainty over health care, another new high for the iShares U.S. Healthcare Providers fund (IHF).Read full article... Read full article...