Community Health Systems

• Hospital Stocks Have a Murky Prognosis

  By Bob Chandler - May 13, 2013 | Tickers: CYH, HCA, HMA, THC

  The future for hospital stocks is uncertain. Though the stock price of operators like Health Management Associates (NYSE: HMA), Community Health Systems (NYSE: CYH), HCA Holdings (NYSE: HCA), and Tenet Healthcare (NYSE: THC) have risen anywhere from 75% to more than doubling since their 2012 lows, their recent first quarter results weren't very inspiring.

  The conflict between current pessimistic industry trends and future encouraging possibilities seems to be the more »

• Hedge Fund Glenview Capital’s Small-Cap Picks

  By Meena Krishnamsetty - April 23, 2013 | Tickers: CYH, FLEX, HMA, THC, URS

  We track quarterly 13F filings from hedge funds and other notable investors for a variety of purposes. For one, we can use the information to develop investing strategies; for example, our research has indicated that the most popular small cap stocks among hedge funds generate an average excess return of 18 percentage points per year. We can also see individual managers’ picks in a number of areas, including each one more »

• Short Hospital Systems, Buy Health Insurers

  By Erick Santos, M.D., Ph.D. - February 7, 2013 | Tickers: CYH, HCA, HUM, UNH

  As a health care provider, I see big changes coming with the implementation of the Obamacare law coming in 2014. By looking at some likely scenarios you can position yourself to benefit from the changes taking shape.

  In 2014 the individual mandate will come to fruition bringing many more clients to insurers, and this will likely manifest itself in higher deductible health insurance plans and the expansion of Medicaid enrollees more »

• Glenview Capital’s Major New Positions

  By Meena Krishnamsetty - January 21, 2013 | Tickers: BEAV, CIT, CYH, JCP, LAMR

  Wall Street analysts take a fine-tooth comb to hedge fund 13F filings, watching how managers scale in and out of positions or initiate new ones.  They can be a great determiner of what’s hot and what’s not, and being able to decipher which new positions a hedge fund manager is building could mean getting in at the bottom when he or she does as well.  Glenview Capital’s more »

• Bet on Baby Boomers: Here’s How

  By Meena Krishnamsetty - November 29, 2012 | Tickers: CYH, HCA, HMA, THC, UHS

  Just like our list of top 10 retailers hedge funds love, the world's most successful money managers are beginning to buy up many of the publicly traded hospital chains in anticipation of increasing visits, with a rapid aging of the Baby Boomer population driving growth. Many of the hospitals we have listed below also have been preparing for the expected rise in hospital visitations by taking over smaller hospitals more »

• Hedge Funds Have Been Buying These Five Stocks

  By Meena Krishnamsetty - November 29, 2012 | Tickers: ANF, AGU, DXLG, CYH, WLT

  The most up-to-date picture on what hedge funds are buying and selling- though it tends to be somewhat limited- comes in the form of 13D and 13G filings with the SEC. These filings occur once a hedge fund or other major investor buys more than 5% of a company’s outstanding shares (and when it adds to or sells out of that position). Here are five stocks that hedge funds more »

• Which Hospital Operators Will Thrive Under ObamaCare?

  By Anh HOANG - November 28, 2012 | Tickers: CYH, HCA, HMA, LIFE, LPNT

  At the end of 2011, when I was looking for investment opportunities in the US, I stumbled onto one decent hospital operator that had continued to increase operating cash flow. However, I did not initiate a position because of its high leverage level. That company is Community Health Systems (NYSE: CYH). When I first looked at it, CYH was trading for only $16 - $17 per share. Now, I feel I more »

• The Half Trillion Dollar Healthcare Market that Just One Company is Addressing

  By Matthew DiLallo - October 28, 2012 | Tickers: CYH, HCN, HLS, MPW, BX

  Did you know that there is more than $400 billion worth of acute-care hospital real estate in the US?  That real estate is almost entirely owned by cash crunched operators that are facing ever rising costs with an equally fast rising need to perform at the highest level.  Just one company is addressing the growing need to provide capital to these hospital operators by entering into sale-leaseback transactions.  That company more »

• Why Did Hedge Funder Larry Robbins Take a 10% Stake in This Healthcare Company?

  By Meena Krishnamsetty - September 21, 2012 | Tickers: CYH, DVA, HCA, THC, UHS

  Glenview Capital, managed by Larry Robbins, is a New York-based hedge fund with an estimated $7 billion in assets under management. Prior to founding Glenview in 2001, Robbins worked as a trader at Leon Cooperman’s Omega Advisors. His current fund employs a variety of long/short equity strategies, with a focus on the GARP (growth at a reasonable price) model. In most quarters, Glenview has fewer than 50 stock more »

• A Heath Care Company Hits a Growth Spurt

  By Matthew DiLallo - August 13, 2012 | Tickers: CYH, HCN, HLS, MPW, VTR

  No matter where you stand on the great heath care debate, one thing is sure -- it is going to keep costing us a lot of money to stay healthy.  Compound that with us getting older, heavier and, well, there just seems to always be more of us, and it’s a recipe for profitable industry growth.  So when things ache or pieces break, we’ll continue to go to that more »

• Is HCA Holdings a Good Stock to Buy?

  By Meena Krishnamsetty - August 6, 2012 | Tickers: CYH, HCA, LPNT, THC, UHS

  HCA Holdings’ (NYSE: HCA) network of 163 hospitals makes it the largest publicly held American pure-play hospital company, with a market capitalization of $11.5 billion. HCA IPO’d in March 2011 and after having dropped in price over the next several months has risen 21% this year. Contributing to this rise was its strong Q1 earnings report, in which earnings came in at $1.18 per share versus expectations more »

• The One Small Cap I’m Buying Today

  By Matthew DiLallo - July 6, 2012 | Tickers: AMZN, CYH, PETS, PETM, WOOF, WMT

  If you’ve followed me in building the “No Drip, No Mess” Portfolio you’ll know that I just can’t seem to get over writing puts on dividend paying stocks. This time however, instead of writing puts to get a boring slow grower, I’m writing puts on a much more volatile small cap. PetMed Express (NASDAQ: PETS) is a nationwide pet pharmacy that markets both prescription and non-prescription more »

• A Healthy Way to Invest in Real Estate

  By Matthew DiLallo - June 7, 2012 | Tickers: CYH, HCN, HLS, MPW, VTR

  If you’ve read any of my previous articles you know that dividends are very important to my investing philosophy.  One of the best places to find the type of dividends I like is found in a Real Estate Investment Trust (REIT).  I’ll be looking to allocate at least 10% of my “No Drip, No Mess” Portfolio to REITS as this steady income will provide the funds I’ll more »

• Buy this Undervalued Hospital Company

  By Meena Krishnamsetty - May 29, 2012 | Tickers: CYH, HCA, THC, UHS

  The hospital sector isn’t exactly known for stellar returns, but we think that’s about to change for at least one company in the space: Tenet Healthcare (NYSE: THC). Larry Robbins,  as well as billionaires Marc Lasry and John Paulson are among the hedge fund managers who are bullish about Tenet Healthcare (see John Paulson’s stock picks).

  THC recently announced a huge contract win with Catholic Health Initiatives more »

• The Meaningful Use Money Trail

  By Keith Speights - April 25, 2012 | Tickers: ATHN, CERN, CYH, HCA, HMA

  Some very meaningful amounts of money have been trading hands in the health care world over the past year in the pursuit of Meaningful Use dollars. The Centers for Medicare and Medicaid Services (CMS) recently reported that nearly $4.5 billion in incentives for providers to implement electronic health record (EHR) systems has been paid out so far with more to come. Let’s examine the money trail for these more »