Obamacare is set to "take a toll" on medical-equipment companies due to a "stealth tax" on...

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ealexg Comments (2)
 
Would love to see the "facts" on this "stealth tax" as well as the so called "pre-emptive layoffs". So easy to throw these statements out there, to move the markets where you like.
14 Nov 2012, 11:37 AM Reply Like

Wolfhounds Comments (53)
 
Nonsense. Without knowing the specifics of the surtax, ISRG has some pricing power to offset it. More importantly, the entire group will certainly see increased demand from hospitals as the number of insured rises an additional 30m. Millions will be able to get procedures not available to them. When some bright analyst realizes this it will be too late to buy.
14 Nov 2012, 12:01 PM Reply Like

Hubert Biagi Comments (618)
 
You are talking trades. But who will pay for this additional 30 million? I've had some health issues this year, and during my visits, several doctors have told me, without me asking, that Obamacare is increasing their overhead significantly and putting a strain on their practice.
14 Nov 2012, 12:21 PM Reply Like

kluge00 Comments (4)
 
I live in MA and these were the same things that doctors said when it first came about... we will be swamped, you won't be able to get an appointment, it'll cost a fortune. Well, they were swamped for the first year, what with all the people who had neglected health care because they did not have it all of a sudden going in for an check up. After the first year it was back to normal, an MA has had the lowest increases in annual health care costs in the country and my taxes have not gone up one bit. Just got my Health Care choice sheet from my employer this week, Health Care increase for next year.... 0.0% sweet.
17 Nov 2012, 06:17 AM Reply Like

WangChungTonight Comments (4)
 
This tax applies regardless of whether or not a company is profitable. A tax like this is unheard of in that is singles out an industry. The small to medium sized companies are going to really be stung by this. The democrats are costing the economy thousands of jobs with this reckless tax at a time when the country can't afford it.
14 Nov 2012, 12:46 PM Reply Like

Wolfhounds Comments (53)
 
@WangChungTonight & Hubert

Small companies will be hurt, which will benefit the large players. As far as the payment issue, doctors are dropping out of practices and joining hospitals precisely because that's where the covered insureds will be and the efficiency mandated by the new law. Even those who would rather pay the penalty can but insurance the day they get sick and be operated on. With it's wide moat and increase in demand, ISRG will benefit for the very long term.
15 Nov 2012, 08:58 AM Reply Like