Tenet Healthcare Corp

  • Which of these Companies is Ready for Inpatient Influx?

    By Phillip Woolgar - August 10, 2013 | Tickers: HCA, DGX, THC

    Health care providers are positioned to make major profits in the years ahead due to changes on several fronts, including ObamaCare, an improving economy and an aging baby boom. These companies haven't experienced the type of uptake they were expecting so far this year, and this could be because health care reform doesn't really kick in until next year, when patients will be able to enjoy medical coverage more »

  • Why Buy Hospitals?

    By Dana Blankenhorn - July 26, 2013 | Tickers: AET, HCA, THC, UNH, VHS

    Under the Affordable Care Act, also known as ObamaCare, hospitals are in a bind.

    More wellness care should mean lower patient counts. The Centers for Medicare and Medicaid Services are pushing automation for best practices, and checklists for operations, aiming to lower re-admission rates. Mistakes will no longer be tolerated, financially. While bringing more people into the pool will reduce the number of uninsured whose care must be accounted for more »

  • What does the new act hold for healthcare Service providers

    By Hussain Asghar - July 25, 2013 | Tickers: CYH, HMA, THC

    Less than six months remain in the major reforms of the Affordable Care Act becoming effective. These reforms will be the biggest overhaul of the US healthcare segment since the enactment of Medicare and Medicaid more than half a century ago. The new act is expected to focus on providing cost effective services which will reduce the rising healthcare spending. At the same time, it will also increase the number more »

  • Finding Alpha Amongst Obamacare

    By Marshall Hargrave - July 24, 2013 | Tickers: HMA, THC, TMO

    How to invest for Obamacare was one of the topics this year at CNBC's Delivering Alpha conference. A number of top hedge fund managers chimed in to provide investors with their alpha-driven stock picks. Most notably, Larry Robbins, founder of Glenview Capital, touted his best ways to play the industry. He's making big bets on hospitals. 
     
    Robbins notes that these companies operate in a very stable and defensive more »
  • Obamacare Delays: Investors in Healthcare Beware

    By Kyle Colona - July 17, 2013 | Tickers: AET, HMA, JNJ, THC, UNH

    Key provisions of the Affordable Care Act (aka “Obamacare”) have been delayed, and investors in the health care sector should get a second opinion.

    Obamacare was originally planned to kick in next year. But the White House recently announced the mandate for covered employers to provide health insurance has been delayed until 2015. There are far reaching economic impacts of this new twist far more important than the chatter of more »

  • Companies Look to Profit From Changes in the Healthcare Industry

    By Eileen Rojas - July 15, 2013 | Tickers: HCA, HLS, THC, VHS

    Stocks of publicly traded hospitals have gone up since the Supreme Court deemed the Affordable Care Act, commonly referred to as Obamacare, constitutional last year, according to the Economist. Hospitals stand to profit from the flood of newly insured people entering the market and seeking treatment for a variety of ailments.

    And more change is in the air, as hospitals merge and change their business models to stop the runaway more »

  • July 3rd 2013: Why These Stocks Moved

    By Jacob Steinberg - July 3, 2013 | Tickers: CMG, ELX, XCO, MJN, THC

    On July 3rd 2013, we had a short trading day. These were some of the stocks that saw the largest movements. 

    Chipotle Mexican Grill Inc (NYSE: CMG)This company's stock price jumped up by 3.48% for the day and the stock is up 29.5% since the beginning of the year. On July 3rd, Argus upgraded the stock's target price to $430 and suggested that the company more »

  • Why Is This Buyout a Sign of Things to Come?

    By Mike Thiessen - June 28, 2013 | Tickers: HCA, THC, VHS

    In a sign that the healthcare industry may be on the cusp of a broad wave of consolidation, Tenet Healthcare (NYSE: THC) recently announced that it would buy hospital company Vanguard Health Systems (NYSE: VHS) in a deal with an aggregate value of $4.3 billion. The all-cash transaction would represent one of the largest health system mergers in recent memory and could pave the way for additional moves by more »

  • Eminence Capital Is Wagging Its Tail Over This Stock

    By Meena Krishnamsetty - June 27, 2013 | Tickers: HCA, IDXX, PETM, THC, WOOF

    Ricky Sandler’s Eminence Capital reported a position of 4.8 million shares in VCA Antech (NASDAQ: WOOF), which operates animal hospitals and veterinary research laboratories, in a recent 13G filed with the SEC. This gives the fund 5.4% of the company's total shares outstanding. Since we track quarterly 13F filings from hedge funds as part of our work developing investment strategies (for example, the most popular small more »

  • An Interesting Deal in the Healthcare Sector

    By Anh HOANG - June 26, 2013 | Tickers: MDAS, THC, VHS

    Recently, Vanguard Health Systems (NYSE: VHS) surged dramatically in one trading day, up nearly 70% thanks to the buyout offer from Tenet Healthcare (NYSE: THC). Tenet Healthcare agreed to pay $21 per share in cash to acquire Vanguard, with a total transaction value of around $1.73 billion. Is Vanguard’s deal good for Tenet? Let’s take a closer look and find out.

    Business snapshot of Vanguard and Tenet more »

  • Capital Structure Is the Most Important Difference Between Two Great Hospitals

    By Ted Cooper - June 24, 2013 | Tickers: HCA, LPNT, THC

    Obamacare has completely changed the economics of many companies in the health care industry. If it is successfully implemented, scores of previously uninsured or under-insured patients will become profitable for institutions that once lost money on these customers.

    No other health care institutions will benefit more from an increased ability to pay than hospitals. Hospitals have long set aside provisions for uncollectible receivables from patients that were unlikely to pay more »

  • Glenview Capital Bets More on This Healthcare Stock

    By Meena Krishnamsetty - May 14, 2013 | Tickers: HMA, LPNT, THC

    Larry Robbins’ Glenview Capital has filed a 13D regarding a position of nearly 38 million shares in Health Management Associates (NYSE: HMA), a manager of hospitals primarily located in rural areas in the southern United States. Glenview has been a major shareholder in the company for some time; for example, at the beginning of this year, it owned about 35 million shares according to its 13F filing, making it one more »

  • 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 »

  • Sell in May, But Don't Go Away

    By Declan Fallon - May 8, 2013 | Tickers: AUXL, KKD, MDSO, THC, TSO, TFM

    The most recent high for the S&P qualified the market under a 'sell' criteria for my Investing Strategy. The last time this happened was in March-April 2012, when the index went on to shed nearly 11% from peak-to-trough by the time the market bottomed in June 2012. However, this should not be viewed as a clarion call to sell everything, but may instead offer a better opportunity to generate more »

  • How to Pick the Right Hospital Holding Company

    By Ted Cooper - May 2, 2013 | Tickers: HCA, LPNT, THC

    One of the unfortunate realities of running a hospital has been the inability to collect full payment from uninsured patients. The moral, and in some cases legal, obligation of hospitals to treat uninsured patients has long been a drag on profitability for the industry, but that is about to change.

    Obamacare will drastically reduce the number of patients who cannot afford to pay the full tab for services provided by 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 »

  • What’s This Mega-Investor Buying?

    By Meena Krishnamsetty - April 17, 2013 | Tickers: AXP, CNQ, CCE, DFS, THC

    Samlyn Capital was founded in 2007 by Robert Pohly, formerly at Sigma Capital. When Pohly left Sigma, he left with eight Sigma employees and founded Samlyn, which now has more than $2 billion in its equity portfolio alone.

    Samlyn invests in value stocks across all sectors. According to its last 13F filing with the SEC, Samlyn added new positions in these five new stocks. Let's take a look at more »

  • What’s This Mega-Investor Buying?

    By Meena Krishnamsetty - April 16, 2013 | Tickers: AXP, CNQ, CCE, DFS, THC

    Samlyn Capital was founded in 2007 by Robert Pohly formally at Sigma Capital. When Pohly left Sigma, he left with eight of their employees and founded the fund, which has more than $2 billion in its equity portfolio alone. Samlyn invests in value stocks across all sectors. According to its last 13F filing with the SEC, Samlyn added to those positions with these five new stocks. Let take a look more »

  • Time To Make Money From Your Holdings

    By Declan Fallon - March 20, 2013 | Tickers: ARII, KKD, MDSO, THC, TSO

    In my Investing Strategy, I like to sniff around stocks which I have featured, when the S&P has experienced a period of selling. At current valuations, the S&P is at a point where I prefer to be lightening the load, or looking at setting up some covered calls to generate some funds. I had suggested some covered call opportunities on Feb. 1 around Tesoro Corporation (NYSE: TSO), Krispy more »

  • Noteworthy Upgrades on Friday: 2 to Buy & 2 to Sell

    By Brian Nichols - March 9, 2013 | Tickers: CLDX, CBI, HL, THC

    Celldex Therapeutics (NASDAQ: CLDX)

    On Friday, a slew of upgrades came rolling in on shares of Celldex Therapeutics after the biotechnology stock lost significant value following earnings, which were on Thursday. That same day (Thursday) I wrote an article telling investors to “buy,” and I guess I wasn’t alone, as Roth Capital, Cantor Fitzgerald, and Jefferies all issued positive notes and bullish price targets on the same day.

    The more »

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