• David Blood and Al Gore’s Hedge Fund Owns 5.1% of This Medical Equipment Stock

    By Meena Krishnamsetty - July 23, 2013 | Tickers: HSIC, MCK, OMI

    David Blood, the former head of Goldman Sachs Asset Management, and former Vice President Al Gore co-founded Generation Investment Management in 2004. The fund recently filed a 13G with the SEC to disclose ownership of 4.4 million shares of Henry Schein (NASDAQ: HSIC), an $8.9 billion market cap medical equipment company, or 5.1% of the total shares outstanding.

    At Insider Monkey, we track quarterly 13F filings from more »

  • Lucrative Healthcare Stocks for Your Portfolio

    By Nihar Patel - July 23, 2013 | Tickers: ISRG, IRBT, MCK

    The healthcare industry faces major political headwinds, but demographics are a far more powerful force in the long-term. Political regimes only last for a few years in the United States, but demographics have trajectories that play out as expected over decades. For healthcare, an aging population is a strong overarching force that will drive revenue for years to come.

    As people live longer, they will require more care, more surgery more »

  • Is Quality Systems a Good Buy After Being Upgraded?

    By Anh HOANG - July 21, 2013 | Tickers: MDRX, MCK, QSII

    Recently, Quality Systems (NASDAQ: QSII) had advanced significantly, up more than 12%, from nearly $20 per share to nearly $22.40 per share in only one trading day. The positive momentum was due to the fact that Baird upgraded the company from neutral to outperform with the target price of $26 per share. According to analyst Eric Coldwell, Quality Systems was trading at a discount now. Should we be bullish more »

  • Can Massive Executive Pay Impact Shareholder Value?

    By Daniel Cawrey - June 24, 2013 | Tickers: CBS, MCK, YUM

    Rising CEO pay at American public companies has been a contentious topic for many years. The average employee sees huge sums of money paid to top chiefs as a sign that perhaps their contributions are less valuable.

    It's important for executives to get paid what their worth, but one has to question whether or not some of these payout packages actually affects a company's ability to focus on more »

  • Despite a Big Contract Loss, This Healthcare Service Company is a Buy

    By Anh HOANG - June 19, 2013 | Tickers: ABC, CAH, MCK

    In the first quarter of 2013, many famous investors either exited or reduced their positions in Cardinal Health (NYSE: CAH). While Larry Robbins, Scott Black and Jim Simons sold out their positions, Joel Greenblatt and Paul Tudor Jones reduced their exposures to this stock. Indeed, Cardinal has recently lost several big contracts, implying declining sales over the next year.

    Used to rely on two major customers

    Cardinal Health had two more »

  • Finding Strength in Healthcare Supplies

    By Nathaniel Matherson - June 17, 2013 | Tickers: HSIC, MCK, MDT

    Are you one of the many investors looking to take advantage of the rising demand for healthcare in this country?

    Over the coming decade, the healthcare industry is primed to benefit greatly from a series of macroeconomic tailwinds. As a result of healthcare legislation, it is expected we will see 30 million more people in this country receive access to healthcare, thus, it is expected that healthcare demand will increase more »

  • 3 Ways to Profit From the Trend Towards In-Home Medical Care

    By Joseph Porter - June 10, 2013 | Tickers: CAH, GE, HRC, PHG, MCK

    Although insurance costs surely play a role, it is believed that in-home care provides a better environment for rehabilitation and recovery from medical/surgical procedures, for hospice care for the terminally ill, and for the growing number of elderly baby boomers who will need long-term care.  These three companies provide services and equipment for in-home healthcare and are solid investments.  At present, each of the following companies have revenue in more »

  • Resist Stocks With No Margin of Safety

    By Bob Ciura - May 31, 2013 | Tickers: MKC, MCK, SYK

    Editor's Note: The original article used incorrect stock symbols, this version has been corrected. Motley Fool apologizes for the error.

    When the stock market is doing very well, as it is currently, it’s easy to throw valuation to the wind. Stock-picking becomes easier and easier when the markets are in a seemingly unstoppable bull market stampede, because as the saying goes, a rising tide lifts all boats.

    However more »

  • This Healthcare Product Provider Looks a Potential Buy

    By Abir Karmakar - May 8, 2013 | Tickers: HSIC, MCK

    McKesson Corporation (NYSE: MCK), and Henry Schein, Inc. (NASDAQ: HSIC) are two purely growth stocks that will promise you a reasonable return in the near future. MCK is a 120b pharmaceutical, medical, and healthcare information supplier. HSIC is a $9b dental, medical, educational, and e-service provider.

    Both the stocks have delivered in excess of 12% annualized, compared to a 4% overall market performance over the past 10years with the exception more »

  • This Pharma Products Company Is Still A Buy

    By Marshall Hargrave - March 22, 2013 | Tickers: ABC, CAH, COV, MCK, WAG

    Cardinal Health (NYSE: CAH) took a big hit last week, down as much as 8% on the news that its pharmaceutical distribution contract with Walgreen Company (NYSE: WAG) would not be renewed. The agreement is scheduled to expire at the end of August 2013. So is the pull back a buying opportunity, or is the fact that Walgreen accounts for over 20% of Cardinal revenues a reason to run?

    Cardinal more »

  • On Health IT, Fools Go With the Hot Hand

    By Dana Blankenhorn - February 28, 2013 | Tickers: MDRX, CERN, MCK, MDSO, QSII | Editor's Choice

    Last time we checked in on the health IT sector, it was on fire.

    Some $19.2 billion in federal stimulus dollars were headed the sector's way, to be doled out based on completion of “meaningful use” requirements then being written by a committee of government and industry bureaucrats.

    But writing and meeting requirements is one thing. Delivering value is something else. This has suddenly dawned on the industry more »

  • Cardinal Health Shows China Growth Engine

    By Jacob Wolinsky - February 26, 2013 | Tickers: ABC, CAH, MCK was started in January 2010, with a focus on value investing and value investors. As the site has grown, the scope has expanded. ValueWalk is now a news site with a team of global reporters covering all breaking financial news with an emphasis on value investing, hedge funds, large asset managers, Tech news, Business news.  The site contains archives of famous investors, and many investor resource pages.

    The site is famous among the value investing community as one of the best sites for evergreen and new content. ValueWalk has gained popularity among all circles for its breaking stories on hedge funds, and investigative reports on investments  by major funds.

    You can also check out ValueWalk Premium, where we analyze liquid stocks, which have little to no analyst coverage.

  • Big Merger Coming to a Close in the Medical Equipment Industry

    By Mike Thiessen - January 31, 2013 | Tickers: MCK, MDT, PSSI

    In late October, diversified healthcare distributor McKesson Corporation (NYSE: MCK) announced its intention to purchase Jacksonville, Florida-based medical components manufacturer PSS World Medical (NASDAQ: PSSI). The all-cash deal has been valued at more than $1 billion and would create a company with $125 billion in annual revenues. At this point, the deal appears likely to go through in its current form. If no last-minute legal actions or shareholder revolts serve more »

  • A Healthcare Hedge Fund Is Really Bullish About This Stock

    By Meena Krishnamsetty - December 28, 2012 | Tickers: MDRX, ATHN, CERN, MCK, QSII

    At the end of September, Healthcor Management’s largest 13F position by market value was its 14 million shares of Allscripts Healthcare Solutions (NASDAQ: MDRX) (check out more of their stock picks). Since then, the fund- which invests the majority of its capital in healthcare- has increased its stake to close to 16 million shares, giving it 9.3% of the outstanding shares of the provider of healthcare software and more »

  • Time to Get on the Health IT Train

    By Greg Slabodkin - December 10, 2012 | Tickers: MDRX, CERN, MCK

    There’s a revolution going on in healthcare these days, and I don’t mean Obamacare. While information technology has become ubiquitous in our everyday lives, the healthcare industry has traditionally been slow to adopt IT. Thankfully, that is beginning to change.

    Although Obamacare contains some important health IT provisions, arguably President Obama’s most significant contribution to health IT during his first term was signing into law the 2009 more »

  • CEO Sells Huge Amount of Shares of This Technology Solution Stock

    By Anh HOANG - November 30, 2012 | Tickers: AH, MCK, MDAS

    If a founder and CEO sold nearly $11.5 million worth of shares during November when his company was trading near its 52 week high, is it worth noticing?

    That company is MedAssets (NASDAQ: MDAS), a health care technology solution company that has seen its shares advance 72.3% year-to-date to $16.51. Since November, its founder, chairman, and CEO John Bardis has kept selling the company’s shares at more »

  • 10 Healthcare Stocks Loved by Hedge Funds

    By Meena Krishnamsetty - November 24, 2012 | Tickers: AET, CI, CVS, ESRX, MCK

    After identifying the ten most popular stocks among hedge funds according to their third quarter 13F filings, we have decided to break down the top ten stocks that hedge funds love in the healthcare sector. The list includes the hundreds of hedge funds and prominent investors that are required by the SEC to disclose their public equity holdings quarterly. In descending order, we have outlined the most loved healthcare stocks more »

  • Why Did This Hedge Fund Buy J.C. Penney Last Quarter?

    By Meena Krishnamsetty - November 22, 2012 | Tickers: GM, JCP, MCK, SIRI, THC

    Glenview Capital recently filed its 3Q 13F with the SEC, revealing some shakeups in its top investments and also showing strong conviction in various industries. Larry Robbins founded Glenview Capital in 2001 following a stint at Leon Cooperman's Omega Advisors. Between 2001 and 2010, Robbins returned a net 300%. We have identified five key moves that Glenview made during 3Q; these were made across a variety of industries and more »

  • Billionaire Paul Tudor Jones’ Top Stock Picks

    By Meena Krishnamsetty - November 21, 2012 | Tickers: AAPL, ESRX, JNJ, MCK, VFC

    Apple (NASDAQ: AAPL) was Paul Tudor Jones and Tudor Investment's fourth largest 2Q 13F holding and its single largest public stock holding, but during 3Q, Tudor dumped over 90% of its shares, sending Apple down to 59th place. Tudor was doing plenty of buying and selling, shaking up his portfolio across the board in 3Q, much as he has done in previous quarters. Tudor does invest with a traders more »

  • McKesson Benefits as the Population gets Older

    By Nihar Patel - November 8, 2012 | Tickers: CAH, MCK, PSSI

    It may be unfortunate, but an aging population means a sicker one. No matter how far the boundaries of human life expectancy are pushed, the final years of life tend to be ones of more disease. Also, it seems to be easier to keep people alive longer, but not healthier. So increasing life expectancies mean that people stay sicker longer. It seems really depressing, but it is not that bad more »

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