bolzanoyoga
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THC... minimi ventennali...
- Creatore Discussione bolzanoyoga
- Data di inizio
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bolzanoyoga
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Ora quota 11,85...
altolivello
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attenzione bolzanoyoga con thc,,,,,,,,
io per primo l'ho postata quando era a 15 dollari,,,con un p/e basso per la sua categoria,,,,,
ma, alcuni esperti in america, che ho letto giorni fa' sono molto pessimisti con thc,,,,
e' attualmente secondo loro molto sopravvalutata, ai correnti prezzi.
come se non bastasse sono venuto a conoscenza che thc tra le tante gatte da pelare che ha, potrebbe avere dei grossi problemi di risarcimento per delle valvole cardiache impiantate nelle proprie strutture, le quali hanno come minimo creato un'ipotesi di reato per il loro malfunzionamento e quindi per la morte colposa di alcuni pazienti,,,,,,
vista dall'esterno thc e' un ottimo affare ma,,,,,,
se non c'e' il 100% del male qualcosa di brutto ci sara'....
apri gli occhi e stai attento,,,,,,
ciao.
io per primo l'ho postata quando era a 15 dollari,,,con un p/e basso per la sua categoria,,,,,
ma, alcuni esperti in america, che ho letto giorni fa' sono molto pessimisti con thc,,,,
e' attualmente secondo loro molto sopravvalutata, ai correnti prezzi.
come se non bastasse sono venuto a conoscenza che thc tra le tante gatte da pelare che ha, potrebbe avere dei grossi problemi di risarcimento per delle valvole cardiache impiantate nelle proprie strutture, le quali hanno come minimo creato un'ipotesi di reato per il loro malfunzionamento e quindi per la morte colposa di alcuni pazienti,,,,,,
vista dall'esterno thc e' un ottimo affare ma,,,,,,
se non c'e' il 100% del male qualcosa di brutto ci sara'....
apri gli occhi e stai attento,,,,,,
ciao.
Sir Wildman
The White Knight
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Scusa Altolivello...
....potresti postare qualche link di siti interessanti dove trovi di solito notizie attendibili e analisi ben fatte?
Per pubblica utilita' naturalmente. Sempre che tu non voglia mantenere il riserbo
....potresti postare qualche link di siti interessanti dove trovi di solito notizie attendibili e analisi ben fatte?
Per pubblica utilita' naturalmente. Sempre che tu non voglia mantenere il riserbo
altolivello
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per essere sincero di siti interessanti ne vedo moltissimi, e li prendo a mia volta dai vari forum americani,,,,,,
ti garantisco che ne osservo talmente tanti per ogni notizia che seguo, e diventa come un labirinto,,,,,,,,
comunque proprio oggi ho postato un sito che citava astm e la sua piattaforma di sviluppi di cellule staminali fornitagli da astro,,,,
appunto sulla discussione ASTM
il problema e' che,,,,non ci crederai non ho neanche il tempo di pensare che sono gia' su un'altrastoria,,,,,
comunque quando trovo qualcosa per interesse comunque lo postero',,,,,,,,,
ciao.
ti garantisco che ne osservo talmente tanti per ogni notizia che seguo, e diventa come un labirinto,,,,,,,,
comunque proprio oggi ho postato un sito che citava astm e la sua piattaforma di sviluppi di cellule staminali fornitagli da astro,,,,
appunto sulla discussione ASTM
il problema e' che,,,,non ci crederai non ho neanche il tempo di pensare che sono gia' su un'altrastoria,,,,,
comunque quando trovo qualcosa per interesse comunque lo postero',,,,,,,,,
ciao.
specchio
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mi spiace sia rimasto incastrato, ma su questi titoli apparentemente solidi è cmq preferibile stare alla larga quando c'è "puzza"... a volte poi il bruciato non c'è, ma quando c'è sono bruttee botte
9:35AM Tenet Healthcare target cut to $10 at BofA (THC) 11.90 -0.11: As a result of the THC's dramatically lowering earnings guidance for 2003 and 2004, Banc of America lowering its target price from $17 to $10 based on its revised DCF valuation . The Co has implied its commercial pricing negotiations are becoming increasingly arduous with an emphasis on contracts with stop-loss payments. The analyst points to stop-loss payment difficulties not being isolated to THC with it potentially being a risk factor for HCA Inc (HCA 31.91 -0.20) as well. The Co does not expect total pricing trends to recover until the second half of 2004
9:35AM Tenet Healthcare target cut to $10 at BofA (THC) 11.90 -0.11: As a result of the THC's dramatically lowering earnings guidance for 2003 and 2004, Banc of America lowering its target price from $17 to $10 based on its revised DCF valuation . The Co has implied its commercial pricing negotiations are becoming increasingly arduous with an emphasis on contracts with stop-loss payments. The analyst points to stop-loss payment difficulties not being isolated to THC with it potentially being a risk factor for HCA Inc (HCA 31.91 -0.20) as well. The Co does not expect total pricing trends to recover until the second half of 2004
Sir Wildman
The White Knight
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E riguardo le board americane piu' interessanti
Io di solito leggo yahoo, ma non mi sembra un granche'. Qualcosa su cbsmarketwatch.
Qualche altro consiglio?
altolivello
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http://quote.fool.com/news/symbolnews.asp?symbols=AEG
prova un po' questo ,,,,,,
forse interessante,,,,,,
prova un po' questo ,,,,,,
forse interessante,,,,,,
Sir Wildman
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Forse intendevi EAG?
bolzanoyoga
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Non me la sento di vendere in perdita quelle che ho... anche se forse dovrei...
Paolino967
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Molto interessante, grazie per la segnalazione.
Sembra la stessa storia di pacificare che due anni fa quotava 12-16$ ed ora e' a 50.
L'healthcare e' in ripresa negli stati Uniti, e societa' con p/e sotto i 10 sono valide.
Se vuoi andare sul sicuro considera un p/e di 5-6 ovvero verso gli 8 $, se ci arriva ne compro un bel po'.
Con pacificare mi e' andata proprio bene, ho triplicato e THF in prospettiva e ' interessante specie se ricominciasse a fare utili visto che di cash ne ha poco.
Degli analisti non ti fidare, davano sell a pacificare sui 10-12$ e per non perdere la faccia alcuni hanno dato market perform sui 40$.
CHE SENSO HA? CHE CI STANNO A FARE QUESTI IMBROGLIONI.
La cosa interessante di THF e' che e' in mano alle istituzioni e che i costi dell'heathcare sono stati piu' BASSI di quanto gli analisti avevano preventivato.
avete pazienza per 1-2 anni ? questa e' la domanda da porsi.
Paolo
Sembra la stessa storia di pacificare che due anni fa quotava 12-16$ ed ora e' a 50.
L'healthcare e' in ripresa negli stati Uniti, e societa' con p/e sotto i 10 sono valide.
Se vuoi andare sul sicuro considera un p/e di 5-6 ovvero verso gli 8 $, se ci arriva ne compro un bel po'.
Con pacificare mi e' andata proprio bene, ho triplicato e THF in prospettiva e ' interessante specie se ricominciasse a fare utili visto che di cash ne ha poco.
Degli analisti non ti fidare, davano sell a pacificare sui 10-12$ e per non perdere la faccia alcuni hanno dato market perform sui 40$.
CHE SENSO HA? CHE CI STANNO A FARE QUESTI IMBROGLIONI.
La cosa interessante di THF e' che e' in mano alle istituzioni e che i costi dell'heathcare sono stati piu' BASSI di quanto gli analisti avevano preventivato.
avete pazienza per 1-2 anni ? questa e' la domanda da porsi.
Paolo
Paolino967
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THC, 6 Month Detailed Chart Chapman Advisory Group ©99-03 Tuesday, 24 Jun 2003, 5:22 pm EST
9.7310.711.712.713.714.715.716.717.718.719.71010.311.205.99mil12mil18mil24mil29.9mil0014.1, S, 114.5, S, 1T1T2S1S2
[http://www.stockconsultant.com/consultnow/basicplus.cgi?ID=sample>ime=2&symbol=THC&77878]http://www.finanzaonline.com/forum/images/top_home.gif[/http://www.stockconsultant.com/consultnow/basicplus.cgi?ID=sample>ime=2&symbol=THC&77878
9.7310.711.712.713.714.715.716.717.718.719.71010.311.205.99mil12mil18mil24mil29.9mil0014.1, S, 114.5, S, 1T1T2S1S2
[http://www.stockconsultant.com/consultnow/basicplus.cgi?ID=sample>ime=2&symbol=THC&77878]http://www.finanzaonline.com/forum/images/top_home.gif[/http://www.stockconsultant.com/consultnow/basicplus.cgi?ID=sample>ime=2&symbol=THC&77878
valsente
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HCA - Healthcare Sector
Scritto da Specchio il 24/6/2003:
"mi spiace sia rimasto incastrato, ma su questi titoli apparentemente solidi è cmq preferibile stare alla larga quando c'è "puzza"... a volte poi il bruciato non c'è, ma quando c'è sono bruttee botte
9:35AM Tenet Healthcare target cut to $10 at BofA (THC) 11.90 -0.11: As a result of the THC's dramatically lowering earnings guidance for 2003 and 2004, Banc of America lowering its target price from $17 to $10 based on its revised DCF valuation . The Co has implied its commercial pricing negotiations are becoming increasingly arduous with an emphasis on contracts with stop-loss payments. The analyst points to stop-loss payment difficulties not being isolated to THC with it potentially being a risk factor for HCA Inc (HCA 31.91 -0.20) as well. The Co does not expect total pricing trends to recover until the second half of 2004"
Eravamo a giugno e parecchi di noi erano piu' o meno coinvolti con THC in rappresentanza del settore. Io ricordo di esserne uscito con lieve perdita senza spiegarmi bvene perche'.
Oggi leggo:
The Money Show Digest by Steven Halpern
September 19, 2003
Jubak's Picks: Two New Buys
Jim Jubak is a columnist for CNBC on MSN Money; his "Jubak's Journal" is one of the most popular financial features anywhere. As part of his column, he maintains a list known as "Jubak's Picks " - his current favorite stocks. He has just added two new picks to that list.
"Buy HCA (HCA NYSE). The country’s largest hospital chain, HCA did nothing but disappoint investors for the year that began in June 2002 when the stock traded at $51.90. Disappointing earnings and a federal investigation into alleged Medicare overcharges dropped the stock to a low of $27.85 by April. But, with the Medicare settlement behind it, HCA looks as if it will start churning out earnings again. Earnings per share should rebound in 2003 to $2.81 from $1.56 a year ago. Its 2004 earnings may reach $3.07 a share. That puts the P/E ratio at 14 on 2003 earnings and 12 on 2004 earnings, down from 24 on trailing 12-month earnings per share. HCA has moved up steadily since June, when value investor Warren Buffett began accumulating shares (Berkshire Hathaway didn’t disclose that its Geico subsidiary bought 10 million shares until an August filing with insurance regulators). I’m adding this one to "Jubak’s Picks" with a target price of $54 by September 2004."
Che ne dite? Potremmo riprendere in considerazione HCA e l'intero settore? Indicatori scarichi e volumi in crescita per questo titolo.
Scritto da Specchio il 24/6/2003:
"mi spiace sia rimasto incastrato, ma su questi titoli apparentemente solidi è cmq preferibile stare alla larga quando c'è "puzza"... a volte poi il bruciato non c'è, ma quando c'è sono bruttee botte
9:35AM Tenet Healthcare target cut to $10 at BofA (THC) 11.90 -0.11: As a result of the THC's dramatically lowering earnings guidance for 2003 and 2004, Banc of America lowering its target price from $17 to $10 based on its revised DCF valuation . The Co has implied its commercial pricing negotiations are becoming increasingly arduous with an emphasis on contracts with stop-loss payments. The analyst points to stop-loss payment difficulties not being isolated to THC with it potentially being a risk factor for HCA Inc (HCA 31.91 -0.20) as well. The Co does not expect total pricing trends to recover until the second half of 2004"
Eravamo a giugno e parecchi di noi erano piu' o meno coinvolti con THC in rappresentanza del settore. Io ricordo di esserne uscito con lieve perdita senza spiegarmi bvene perche'.
Oggi leggo:
The Money Show Digest by Steven Halpern
September 19, 2003
Jubak's Picks: Two New Buys
Jim Jubak is a columnist for CNBC on MSN Money; his "Jubak's Journal" is one of the most popular financial features anywhere. As part of his column, he maintains a list known as "Jubak's Picks " - his current favorite stocks. He has just added two new picks to that list.
"Buy HCA (HCA NYSE). The country’s largest hospital chain, HCA did nothing but disappoint investors for the year that began in June 2002 when the stock traded at $51.90. Disappointing earnings and a federal investigation into alleged Medicare overcharges dropped the stock to a low of $27.85 by April. But, with the Medicare settlement behind it, HCA looks as if it will start churning out earnings again. Earnings per share should rebound in 2003 to $2.81 from $1.56 a year ago. Its 2004 earnings may reach $3.07 a share. That puts the P/E ratio at 14 on 2003 earnings and 12 on 2004 earnings, down from 24 on trailing 12-month earnings per share. HCA has moved up steadily since June, when value investor Warren Buffett began accumulating shares (Berkshire Hathaway didn’t disclose that its Geico subsidiary bought 10 million shares until an August filing with insurance regulators). I’m adding this one to "Jubak’s Picks" with a target price of $54 by September 2004."
Che ne dite? Potremmo riprendere in considerazione HCA e l'intero settore? Indicatori scarichi e volumi in crescita per questo titolo.
valsente
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Eccone altri....
"AmeriGroup (AGP NYSE), one of the nation’s largest Medicaid managed-care companies, serves more than 800,000 members in Florida, New Jersey, Texas, Illinois, Maryland and the District of Columbia. The company has delivered on the financial results, growing sales from $660 million in 2000 to $1.2 billion in 2002. In the six months ended June, sales jumped 42% while per-share earnings jumped 36%. For full-year 2003, the company expects per-share earnings of $3.00 to $3.05. At 14 times expected 2003 earnings, the stock seems reasonably valued considering its growth prospects and balance sheet. AGP is being initiated as a Buy.
"Centene (CNTE NASDAQ), a leading provider of managed-care programs related to Medicaid, has gained 46% since we initiated coverage on Jan. 30. Even with the strong performance, the shares represent a compelling value. Centene helps state governments reduce the expense of providing health care for low-income residents, mostly children. In the June quarter, total membership surged 54%. Per-share earnings are expected to jump 34% in 2003 and 12% in 2004. At 16 times expected 2003 per-share earnings of $1.72, the stock is attractive relative to its long-term projected profit-growth rate of 20%. The stock is a Best Buy.
"SICOR (SCRI NASDAQ), a leading maker of generic injectable drugs, has benefited from an accelerated shift toward lower-priced medications. SICOR offers cost-effective treatments mainly in oncology, anesthesiology and critical-care therapy. A promising product pipeline should drive sales and earnings. The stock dipped Aug. 12 after Jack Stover, CFO, resigned to pursue other opportunities, but rebounded sharply when Merrill Lynch upgraded the stock to buy from neutral. SICOR offers plenty of upside given its attractive market niche and reasonable valuation. The stock, trading at 20 times expected 2003 earnings of 95 cents, is a Best Buy."
"United Surgical Partners (USPI NASDAQ) owns and operates outpatient and short-stay surgery centers in the U.S., Spain and the United Kingdom. The company’s facilities, offering significant administrative and cost benefits to doctors, also yield savings for patients and insurers. In 2002, more than 280,000 patients used a United Surgical center. Wall Street expects full-year sales to reach $426 million, implying 28% growth. Earnings per share should range from $1.00 to $1.04, compared to 79 cents in 2002. In 2004, per-share profits are expected to climb 24% to $1.25. The stock, down 15% from its 52-week high, is rated Buy."
"Universal American Financial (UHCO NASDAQ) offers a portfolio of supplemental life and health insurance products, primarily to seniors. June-quarter results were impressive, as operating income rose 36% excluding investment gains. Recent growth has been limited by slowing demand for Medicare-supplement policies, but any new limitations on Medicare reimbursement could boost demand for supplemental coverage. The company says it expects per-share earnings of 73 cents to 75 cents for full-year 2003 and 84 cents to 88 cents for 2004. At roughly 10 times expected 2003 earnings, the stock seems cheap considering the company’s track record and growth prospects. The stock is being initiated as a Best Buy."
"AmeriGroup (AGP NYSE), one of the nation’s largest Medicaid managed-care companies, serves more than 800,000 members in Florida, New Jersey, Texas, Illinois, Maryland and the District of Columbia. The company has delivered on the financial results, growing sales from $660 million in 2000 to $1.2 billion in 2002. In the six months ended June, sales jumped 42% while per-share earnings jumped 36%. For full-year 2003, the company expects per-share earnings of $3.00 to $3.05. At 14 times expected 2003 earnings, the stock seems reasonably valued considering its growth prospects and balance sheet. AGP is being initiated as a Buy.
"Centene (CNTE NASDAQ), a leading provider of managed-care programs related to Medicaid, has gained 46% since we initiated coverage on Jan. 30. Even with the strong performance, the shares represent a compelling value. Centene helps state governments reduce the expense of providing health care for low-income residents, mostly children. In the June quarter, total membership surged 54%. Per-share earnings are expected to jump 34% in 2003 and 12% in 2004. At 16 times expected 2003 per-share earnings of $1.72, the stock is attractive relative to its long-term projected profit-growth rate of 20%. The stock is a Best Buy.
"SICOR (SCRI NASDAQ), a leading maker of generic injectable drugs, has benefited from an accelerated shift toward lower-priced medications. SICOR offers cost-effective treatments mainly in oncology, anesthesiology and critical-care therapy. A promising product pipeline should drive sales and earnings. The stock dipped Aug. 12 after Jack Stover, CFO, resigned to pursue other opportunities, but rebounded sharply when Merrill Lynch upgraded the stock to buy from neutral. SICOR offers plenty of upside given its attractive market niche and reasonable valuation. The stock, trading at 20 times expected 2003 earnings of 95 cents, is a Best Buy."
"United Surgical Partners (USPI NASDAQ) owns and operates outpatient and short-stay surgery centers in the U.S., Spain and the United Kingdom. The company’s facilities, offering significant administrative and cost benefits to doctors, also yield savings for patients and insurers. In 2002, more than 280,000 patients used a United Surgical center. Wall Street expects full-year sales to reach $426 million, implying 28% growth. Earnings per share should range from $1.00 to $1.04, compared to 79 cents in 2002. In 2004, per-share profits are expected to climb 24% to $1.25. The stock, down 15% from its 52-week high, is rated Buy."
"Universal American Financial (UHCO NASDAQ) offers a portfolio of supplemental life and health insurance products, primarily to seniors. June-quarter results were impressive, as operating income rose 36% excluding investment gains. Recent growth has been limited by slowing demand for Medicare-supplement policies, but any new limitations on Medicare reimbursement could boost demand for supplemental coverage. The company says it expects per-share earnings of 73 cents to 75 cents for full-year 2003 and 84 cents to 88 cents for 2004. At roughly 10 times expected 2003 earnings, the stock seems cheap considering the company’s track record and growth prospects. The stock is being initiated as a Best Buy."
