Healthcare Looks Attractive
With the Democrats winning the house and senate, healthcare names have been hammered the past few sessions. It is time to buy Johnson & Johnson (JNJ), Merck (MRK), UnitedHealth (UNH), Humana (HUM), Gilead Sciences (GILD), Wyeth (WYE), and Novartis (NVS). The selling is overdone and a rally is imminent.
I continue to like the electronic medical record companies such as Cerner (CERN), Quality Systems (QSII), and Allscripts (MDRX).
Note: I am long CERN
I continue to like the electronic medical record companies such as Cerner (CERN), Quality Systems (QSII), and Allscripts (MDRX).
Note: I am long CERN
posted by Big Ben at Thursday, November 09, 2006
15 Comments:
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The more Nationwide Medical care keeps of each cash it generates in income, the more cash it has to get development, finance new ideal programs, or (gasp!) spread to investors. Balanced edges often individual pretenders from the best shares out there. That's why we examine up on edges at least once a one fourth in this sequence. I'm looking for the overall statistics, so I can evaluate them to present and prospective competition, and any pattern that may tell me how powerful Nationwide Healthcare's aggressive place could be.
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