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Tenet Healthcare Corp

  • 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 »

  • Three Stocks For The Long Haul

    By Declan Fallon - March 6, 2013 | Tickers: ATVI, ALNY, ISIS, NTES, THC

    I have reviewed over 80 stocks as investment opportunities. Some were more successful than others; for example, Tesoro Corporation (best performer) gained 99% within a sector that has underperformed the broader market, but Penn Virginia Corp (worst performer) dropped 33% and is unlikely to recover from the share dilution that cut the price. Collectively, 65% of the stocks I have featured have gained, with an average return of 6.6 more »

  • Top 3 Hospital Stocks Well Positioned for Healthcare Reform

    By Anindya Batabyal - February 12, 2013 | Tickers: HCA, HMA, THC

    The healthcare reform law aims to expand insurance coverage to roughly 30 million uninsured Americans. The Affordable Care Act will provide millions of Americans with access to healthcare, creating new revenue streams for companies across the sector. The Act requires every American to acquire health insurance by 2014 or be subjected to a tax. Those who can't afford health insurance will be offered subsidies or Medicaid. With more patients more »

  • Covered Call Opportunities

    By Declan Fallon - February 1, 2013 | Tickers: KKD, THC, TSO

    It has been a great few months for bulls, especially for those who had bought early in the rally, and for late arrivals who took advantage of the November dip.  However, knowing when to take money off the table is never easy, particularly when momentum is working strongly in your favor.  One way to take advantage of strong bullish momentum is to sell covered calls on your existing holdings.

    What more »

  • Obamacare: Three Firms That Will Do Well From the Affordable Care Act

    By Nate Wooley - January 24, 2013 | Tickers: HCA, MD, THC | Editor's Choice

    The Patient Protection and Affordable Care Act, or Obamacare, is beginning to be felt in the healthcare community. Health providers and insurance companies are starting to deal with the changes in our health system. How can you take advantage of it?

    I'm not here to judge Obamacare. That's not my role. My job is to look into the future and provide some advice about how to invest your more »

  • An Insider Bought Health Management Associates

    By Meena Krishnamsetty - December 15, 2012 | Tickers: HCA, HMA, LPNT, THC, UHS

    According to a filing with the SEC, a Senior Vice President at Health Management Associates (NYSE: HMA) bought 10,000 shares of the company’s stock on Dece. 10 at an average price of $7.76 per share. Health Management Associates is an operator of hospitals, with a concentration in the southern U.S. and has a market capitalization of $2.1 billion. We like to track insider purchases because more »

  • Where The Real Recovery Is

    By Callum Turcan - December 3, 2012 | Tickers: T, HCA, HD, S, THC, VZ

    Historically, the US rebounds out of recessions at an annual growth rate of 4-6%, but we can barely touched 2%. People are bearish on the future of America; with 53.5% of US citizens seeing America heading down the wrong direction, according to RealClearPolitics poll of polls. The news is constantly jabbering on about the Fiscal Cliff, repeating the same talking points over and over again. Numerous numbers point towards 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 »

  • 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 »

  • 3 Stocks Primed to Move Higher

    By Declan Fallon - November 14, 2012 | Tickers: CNC, EXR, THC

    A rough week for stocks is the not the most comforting environment for those looking for trading opportunities.  But some stocks did manage to trade higher on respectable volume.  This week’s winners are Centene (NYSE: CNC), Extra Space Storage (NYSE: EXR), and Tenet Healthcare (NYSE: THC).  What has peaked buyer interest?

    SCORECARD

    Centene

    Extra Space Storage

    Tenet Healthcare

    Volume Buying  (multiple of average trading volume)

    X5

    X6

    X4

    New more »

  • Election 2012 and Your Portfolio

    By Callum Turcan - October 10, 2012 | Tickers: HCA, LMT, NOC, THC

    ELECTION 2012

    Election 2012 is one of the most contested elections in the US for a long time; with some saying it is as important as the 1980 election. But what you care about most is how will this affect your portfolio. You want to make sure that when Nov. 6 comes around, you are prepared to make money.

    If Romney Wins

    If Mitt Romney wins, you would want to more »

  • Why Did Warren Buffett Up His Stake in This Healthcare Company?

    By Meena Krishnamsetty - October 4, 2012 | Tickers: BAX, DVA, FMS, HCA, THC

    In a Form 3 filing issued with the SEC recently, Warren Buffett’s Berkshire Hathaway Inc. (BRK)disclosed that it now owns more than 10% of dialysis services provider DaVita Inc. (NYSE: DVA). The move increased Buffett’s total holdings of DaVita to 10.2 million shares, with the most recent transaction amounting to little over 280,000 shares worth $29.7 million. The “Oracle of Omaha” now holds a more »

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