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| PAST TOP PICK | 32.710 | Don Lato | (A Top Pick Feb 11/09. Up 15.5%.) Earnings have continued to come through but the cloud of US health care reform has hung over it. Trading around 10X this year's earnings and 9X next year's. | 2010-02-10 | |
| TOP PICK | 28.400 | Gordon Reid | Tied to healthcare reform. Controversial – is an HMO. At the worst you will see a compromise because of healthcare reform. Market has priced in the worst. | 2009-09-09 | |
| DON'T BUY | 22.800 | Alan Kral , CFA, CIC | Political environment for health insurers is going to be very clouded. Insurance companies are going to be the whipping boys for the reforms that are going to come. They are going to be tough. | 2009-04-21 | |
| TOP PICK | 28.550 | Don Lato | One of the largest healthcare providers in the US, both through company-sponsored plans/individual plans, but more importantly through Medicare and Medicaid administration. Although enrolment growth has slowed, work they are doing on the Medicare and Medicaid side through the stimulus package will create more work for them. Trades at 10X earnings. | 2009-02-11 | |
| PAST TOP PICK | 20.160 | Norman Levine | (A Top Pick Nov 9/07. Down 61%.) Sold his holdings in March at about $38. One of their major competitors stumbled and he was unsure if it was company specific or industry-specific. | 2008-11-11 | |
| DON'T BUY | 30.740 | Norman Levine | Very dependent on having employers as their health care provider and started coming off when some problems came up. | 2008-06-13 | |
| BUY | 33.000 | Brian Acker, CA | Has come close to buying this a couple of times. He has a model priced at $40.89, a 25% positive differential. It comes close, but he has not bought it yet. | 2008-05-08 | |
| PAST TOP PICK | 50.160 | Gordon Reid | A Top Pick Oct 16/07. Up 21.6%.) Health maintenance organization. Doing very well and will be earning over $4 a share in 08. Well managed company. Good sector. Still a Buy. | 2008-01-30 | |
| BUY | 54.330 | David Burrows | You want to focus on companies that have very persistent earnings and are not economically sensitive. Healthcare fits in this category. Had very strong relative price strength against the market recently. | 2007-12-04 | |
| TOP PICK | 51.670 | Norman Levine | The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate. | 2007-11-09 | |
| TOP PICK | 48.500 | Gordon Reid | Both a valuation and a growth story. On the growth side, 18% this year, 16% next year. Biggest risk is medical cost rising without the abilities to raise revenues. (unlikely). | 2007-10-16 | |
| WEAK BUY | 49.330 | Brian Acker, CA | His model price is $52.39, which is a 7% upside. You could find more value elsewhere. | 2007-10-10 | |
| SELL | 50.000 | Brian Acker, CA | His model price is $41.81 which is a -16%. If you own, sell some of your position now and if it gets up to $52.60, sell the rest. | 2006-07-21 | |
| VAGUE | 59.450 | David Driscoll | They've had a wonderful run in the last year, so you might want to take your profits off the table. However this is a good stock to hold and gradually buy over time. | 2006-02-24 | |
| BUY | 50.580 | Jonathen Wellum, B. Comm, B. Sc | One of the most efficient processors of health data in the US. In a good market position. Good long term hold. | 2005-07-19 | |
| TOP PICK | 93.100 | Danny Tomka | US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry. | 2005-03-29 | |
| TOP PICK | 85.360 | Alison Deans | With the Bush administration in power, this sector should do really well. | 2004-12-17 | |
| TOP PICK | 73.760 | C. Kim Goodwin | Interested in large cap companies that are more value oriented. Can benefit from medicare reform. | 2004-10-01 | |
| TOP PICK | 65.640 | Mary Farrell | Likes the recent merger with Oxford. Have been cost-cutting. Have a lot of potential with new products down the road. Potential for 20% earnings gain. | 2004-07-16 | |
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| TOP PICK | 62.070 | Christopher Williams | 19 million members and a national footprint. | 2004-03-26 | |
| BUY | 51.700 | Mark Jackson, CFA | A good long term hold. Lots of opportunities, especially in health care in the US. Longer term there are the demographics of an aging population. | 2001-08-27 |
