Hello, Fool! | Login | Signup | My Fool
Oct 13, 2008 2:44 PM ET | Feedback | Site Changes | Help
The Company is a provider of products and services that improve the safety and productivity of healthcare.
View All Commentary (CAH)
Recs
DemonDoug (99.77) Submitted: 9/27/07 7:13 PM : Start Price: $62.13 CAH Score: 2.31
I'm bullish in general on health care, and CAH is positioned well with it's products and services. A recent pull-back into the low 60's gives us a good buy-in point and margin-of-safety. Why health care?1. Health care has been a main driver if inflation - and likely will continue to be so.(this means it will be more and more expensive and there is little anyone can do about it)2. If the market drops, what's the last thing to go? Food and health care. It will drop but not anywhere nearly as much as the rest of the market.3. Baby boomers + Aging population + More medical problems = more organic growth in medical fields for the next 20 years.Why is the stock down then? Even when guidance for 2008 was re-affirmed recently? Well it seems like some analyst some where for some Wall Street firm downgraded it.::yawn::Outperform baby.
Report this Post Replies: 2 | Reply
Oops! There appears to be a problem with your comment. Check to see if there's something you left out.
TDRH (99.99) Submitted: 10/05/07 12:31 AM
Recs: 2 | Rec This
I agree with you train of thought, though it appears that the market does not have the same sense of direction for the future of the US economy. I own and have been bullish on UNH for some time. One concern though, each one of the democratic candidates has a proposed National Health care system. While I believe in an ideal world it would be incredible if this would actually work, but my limited experience with government efficiency (ie the license bureau) leads me to believe that this could be disaster in the making. I am fairly certain that the social security (FICA Bastards) are basically stealing 7.5% of my income every month and I will never see it. I do not believe the government of the country is the answer to much of anything. The only thing keeping the Social Security system going are the illegal immigrants who pay in but cannot take it out. Sorry, I have had a few Heinekens, would like to put in the following disclaimer: My conservative freak friends think I am a bleeding liberal, my tree hugger friends think I am a conservative. The last time I voted it was for Ross Perot. I worked in Mexico for a year. I respect and love the people and culture, and I value what they and other immigrants contribute to the US economy and culture overall. My guess is that investors are hesitant until they see the election outcomes. Currently we have a field of losers on both parties. My vote would be for fiscal responsibility, less intrusive central government, focusing on the home front instead of multiple war fronts, and a strengthening of the Bill of Rights. I was at the airport the other day and the department of "Homeland Security" had stickers on the payphones saying they were bugged. This could go on forever, forgive the spelling and gramatical errors, I support your train of thought, but personally I am waiting until after the first 100 days after the election to lean into the health care sector. Your reasoning though is right on and maybe by waiting I will miss the boat.
Report this Post Reply
giantSwan (96.21) Submitted: 10/11/07 11:35 PM
Recs: 0 | Rec This
As far as your first 100 days after the election....thats exactly when I plan to beef up my healthcare holdings!
Terms & Conditions
RSS Headlines
Fool UK