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Daniel Andres Jacome

 
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  • Five Healthcare Information Technology Drivers [View article]
    "approximately 30% of dollar spent on healthcare is spent on diagnostics and testing" -WHAT IS YOUR SOURCE HERE?

    **** 30% of every health care dollar goes to hospitals (inpatient/outpatient) from what I have read (CMS, MedPAC, etc)
    Sep 2 02:44 AM | Likes Like |Link to Comment
  • Health Plan Stocks, Ted Kennedy and Healthcare Reform [View article]
    his death likely catalyzes hardcore dems to get something passed this year. Interesting action will be how he gets replaced--and when. With his death, dems are 1 vote short of filibuster (59 vs 60 votes).
    Sep 2 02:38 AM | Likes Like |Link to Comment
  • LCA-Vision: An Illustration of Earnings Power [View article]
    problem, is, if they add more fixed PPE as we come out of the recession, your earnings power number is too low. I like where you are going with article, but it does very little in telling us where the co is in 2010E, and thats what the Street wants to know. Eveyone already knows 2008 and 2009E were abysmal and numbers came down hard.
    Sep 2 02:28 AM | Likes Like |Link to Comment
  • Despite Optimism on Healthcare, Athenahealth's Short Base Remains High [View article]
    The docs will order more in early 2010 to qualify for the govt subsidies and incentives - health IT will see strong demand, that is why stocks are up - shorts are mostly looking at high valuations...eventually there will be consolidation here, as MCK could go after a rev cycle mgmt player...
    Jul 19 10:07 AM | Likes Like |Link to Comment
  • Taking Profits in Quality Systems on Cerner Hype [View article]
    Short squeeze!!!
    May 20 08:47 AM | Likes Like |Link to Comment
  • Health Management Associates, Inc. Q1 2009 Earnings Call Transcript [View article]
    Can you please add transcripts for LPNT CYH UHS and THC q1?? Thanks
    May 10 04:14 PM | Likes Like |Link to Comment
  • Healthcare Stocks Have a Serious Drug Problem [View article]
    home health is interesting - they got hit on the budget plan., but that is funny b/c there is not a lot of waste there. Hospitals account for 30% of every health care dollar spent in the US and that is where the administration needs to focus.

    Even if home health sees lower rates., they still have sick margins and the mom and pops (its a fragmented industry) will get destroyed

    Good for GTIV AMED AFAM LHCG $$
    Apr 26 11:29 PM | 1 Like Like |Link to Comment
  • Gilead Sciences: A Biotech No More [View article]
    I guess you could say a stock is "double overpriced" if its PE is 2x that of a peer (b/c investors willing to pay twice as much for $1 in earnings than it would for another company), but you really need to consider more the earnings growth behind the companies (tied to PEG ratios), the longevity of that earnings, the risk of those earnings, etc. A P/E multiple is more than some arbitrary marker - and there is much more to consider than what you have stated. That said, nice trade with the GILD and I liked the article.

    Definitely will be interesting to see if they continue on their own or "tap out" and fold into a larger pharmaceutical com trying to fill the holes in its top line...
    Apr 24 08:42 AM | Likes Like |Link to Comment
  • Buyer Beware: 30 Biggest Bankruptcy Risks [View article]
    Simialr list was made by Moodys recently - listed RAD, which crushed MCK (15% of sales)
    Apr 20 08:51 AM | 3 Likes Like |Link to Comment
  • 25 Big Companies Worth a Look [View article]
    nice call PSYS
    Mar 16 10:12 AM | Likes Like |Link to Comment
  • LHC Group Earnings Preview [View article]
    there is a chunk of $ being taken AWAY from home health names in the 2010 budget - did you look at the tables on the back? If they get passed, it won't be good. That said, the stocks have gotten nailed already and probably already pricng in lower Medicare rates going forward.
    Mar 7 09:36 PM | Likes Like |Link to Comment
  • Fast Money: Who Will Be the First to Repay TARP Funds (2/27/09) [View article]
    "For some reason" ATHN was down??? Yeah, they guided to lower q109 gross margin and the street freaked out
    Mar 3 07:46 AM | Likes Like |Link to Comment
  • Payday Lenders Getting Obama'd [View article]
    Nothing safe about managed care - everyone knows its the most vulnerable to the business cycle given its leverage to commercial employment trends.
    Mar 1 09:22 PM | Likes Like |Link to Comment
  • Athenahealth: Impressive Company, Dangerous Stock [View article]
    Excellent call, I was wrong and paid for it today....good work, Zach
    Feb 27 01:12 PM | Likes Like |Link to Comment
  • Is There Hidden Value in Universal American? [View article]
    Great article - 2010 MedAdv prospective rates came out Friday after the close and they look well under consensus, any thoughts?
    Feb 22 10:41 PM | Likes Like |Link to Comment
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