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Oct. 4, 2014, 4:30 PM
- Bill Gross, set to start working for Janus (NYSE:JNS) on Monday, tells Barron's there will be a “bear markets for all assets” if the Fed raises its short-term rate to 4% in the next few years.
- The Fed should target a rate of 2%, not 3.75-4%, to keep the economy in equilibrium, he says. Its current model fails to reflect structural changes in the economy.
- Gross expects his fund to hold a "decent percentage" of short-term high-yield paper (10-25%), yielding 3-4%. "Both Janus and I like one-to-three-year high-yield paper issued by companies such as Ally Financial (NYSE:ALLY) and HCA Holdings (NYSE:HCA)."
- Gross also likes Mexico (ETFs: EWW, UMX, SMK, DBMX, QMEX), and says he may take "mild short positions" in the euro (FXY, YCS, JYN, YCL) and yen (FXE, EUO, ERO, DRR, EUFX, ULE, URR).
- Janus may develop an ETF to track Gross's fund (MUTF:JUCTX).
Sep. 23, 2014, 12:01 PM
- (HCA +0.3%) acquires privately-held software firm PatientKeeper for an undisclosed sum.
- PatientKeeper provides hospital order entry and charge capture software and mobile apps that enable physicians to access and work with patient information across a variety of hospital IT systems. Doctors at HCA hospitals have been using PatientKeeper for seven years.
- The company has over 58K physician users.
Aug. 21, 2014, 11:43 AM
- Hedge funds are having a difficult time of it again this year, up 1% vs. a 7.5% gain for the S&P 500, according to Goldman Sachs, which crunched the numbers on 775 funds with $1.9T in AUM.
- Nevertheless, Goldman's list of 50 stocks which "matter most" to hedge funds has outperformed the S&P 500 on a quarterly basis 66% of the time since 2001. The stocks this quarter (posted in order of the number of funds in which a name is a top-10 holding):
- ACT, AAPL, FB, AGN, AAL, GM, TWC, AIG, MSFT, HTZ, CHTR, MU, WMB, LNG, C, DAL, HCA, APC, CBS, ALLY, GOOGL, APD, NRF, BAC, EBAY, LBTYK, PCLN, VRX, BIDU, DTV, DISH, DG, EQIX, MA, WAG, ARCP, GILD, LINTA, MON, FOXA, VC, AMZN, BRK.A, BRK.B, SUNE, CMCSA, JPM, MIC, CCI, HES, LAMR.
- A special call-out to Northstar Realty (NYSE:NRF), Visteon (NYSE:VC), SunEdison (NYSE:SUNE), Macquarie Infrastructure (NYSE:MIC), and Lamar Advertising (NASDAQ:LAMR) for making the list of hedge fund hotels despite their relatively tiny market caps.
Jul. 29, 2014, 10:50 AM
- HCA Holdings (HCA +1.7%) Q2 results: Net Revenues: $9,230M (+9.2%); Net Income: $483M (+14.2%); EPS: $1.07 (+17.6%); CF Ops: $1,693M (+8.9%).
- Same facility equivalent admissions up 2.2%. Same facility revenue per equivalent admission up 5.4%.
- 2014 Guidance: Revenues: $36.00B - 36.50B from $35.50B - 36.50B; adjusted EBITDA: $7.00B - 7.15B from $6.60B - 6.85B; adjusted EPS: $4.00 - 4.25 from $3.45 - 3.75, CAPEX: ~$2.2B (unch).
Jul. 29, 2014, 8:34 AM
- HCA Holdings (NYSE:HCA): Q2 EPS of $1.37 beats by $0.10.
- Revenue of $9.23B (+9.2% Y/Y) beats by $250M.
Jul. 28, 2014, 5:30 PM
- ACI, AET, AGCO, AIXG, AKS, ALLY, AMAG, AMG, ARW, AUDC, AVX, AXE, BP, CARB, CAS, CNX, CPLA, CRS, CVLT, CYNO, DIN, DSX, ECL, ENTG, ETN, ETR, FDP, FIS, FSS, GLT, GLW, GNC, GTI, HCA, HMC, HRS, HW, ICON, IP, IPGP, ITW, KLIC, LVLT, MDC, MDSO, MDXG, MHFI, MLM, MMC, MRK, MSO, NCI, NEE, NLSN, NMM, NOV, NYT, OSK, PCAR, PFE, POR, RAI, RYN, SAVE, SIRI, SNCR, ST, TLM, TRW, UAM, UBS, UBSI, UDR, UPS, UTHR, VSH, WDR, WM, WYNN, XYL, YNDX
Jul. 25, 2014, 3:27 PM
- Money is flowing into hospital management firms today on bullish views about the impact of The Affordable Care Act. LifePoint Hospitals (LPNT +7.2%) leads the charge after it increased its earnings guidance earlier today.
- (UHS +6.6%) (HCA +2.3%) (SEM +0.4%) (THC +8.8%) (SSY -4.2%) (CYH +3.8%) (CHDX) (SCAI +1%) (ADPT -1.1%)
Jul. 16, 2014, 10:05 AM
- HCA Holdings (HCA +8%) Q2 preliminary results: revenues: $9.23B (+9.2%); pre-tax income: $904M (+12.2%); EPS: $1.07 (+17.6%).
- Same facility admissions +1.2%; same facility equivalent admissions +2.2%; same facility revenue per equivalent admission +5.4%; case mix +1.7%.
- Updated 2014 guidance: revenues: $36.0B - 36.5B up from $35.5B - 36.5B; adjusted EBITDA: $7.0B - 7.15B up from $6.6B - 6.85B; adjusted EPS: $4.00 - 4.25 up from $3.45 - 3.75; CAPEX: ~$2.2B (unch).
May 19, 2014, 4:50 PM
- Bain Capital and KKR lead an investors group that plans to offer 15M shares of HCA Holdings (HCA +0.5%) common stock for public sales pursuant to a shelf registration. The selling shareholders will receive 100% of the proceeds.
- Closing date is May 23.
Apr. 29, 2014, 9:45 AM
Apr. 29, 2014, 8:36 AM
- HCA Holdings (HCA): Q1 EPS of $0.84 misses by $0.01.
- Revenue of $8.83B (+4.6% Y/Y) misses by $70M.
Apr. 28, 2014, 5:30 PM
- ABB, AGCO, AIXG, ALR, AMG, ARRY, AXE, BMY, BP, BSX, CARB, CCJ, CHKP, CIT, CMI, CNX, COH, CPLA, CRY, DBD, DDD, DORM, ESV, ETN, FDP, FLWS, FRX, GAS, GEO, GLT, GT, GTLS, HCA, HCBK, HRS, HUN, HW, IPGP, IRWD, KLIC, LG, LKQ, LRN, LYB, MGI, MGLN, MGM, MHFI, MLM, MRK, NMM, NOK, OSK, PCAR, PES, PH, POR, RESI, ROK, RTRX, RYN, S, SAVE, SCOR, SLAB, ST, TRW, UBSI, UDR, UTHR, VAC, VLO, WAT, WDR, WRLD, WWW, XYL.
Apr. 22, 2014, 3:18 AM
- Hospital Corp of America (HCA) is among a number of suitors interested in acquiring Healthscope, an Australian hospital and pathology company being sold by private-equity owners Carlyle (CG) and TPG, the WSJ reports. A deal could be worth $5B.
- Other prospective buyers for Healthscope include China's Shanghai Fosun Pharmaceutical and Malaysia's IHH Healthcare (IHHHF).
- Alternatively, Healthscope could carry out an IPO.
- TPG and Carlyle bought the company for $1.7B in 2010.
Apr. 11, 2014, 4:01 AM
- The White House has confirmed that Health & Human Services Secretary Kathleen Sebelius is resigning and will be replaced by Sylvia Burwell, the director of the Office of Management & Budget, assuming the latter is confirmed by the Senate.
- Sebelius' departure comes after she said in October that she should be held "accountable for the debacle" of the launch of Obamacare, although the program did reach the government's target of 7M sign-ups by the end of March. She said yesterday that at least 7.5M people have enrolled.
- One of Burwell's first challenges will be to work with health insurers as they set prices for Obamacare plans in 2015, which industry executives have warned could rise sharply.
- More on Obamacare
- Health insurers: AET, HNT, HUM, UNH, WLP, MO
- Hospital operators: HCA, CYH, THC, UHS, HMA, LPNT
- Pharmacies: WAG, CVS, BIOS, RAD, MHS, PMC, OCR
- ETFs: XLV, XHE, VHT, FXH, IHF, IHI, IYH, PTH, RYH, PSCH, RXL, RXD, XHS
Apr. 2, 2014, 10:25 AM
- The federal mandate expanding the number of diagnostic codes to 69,000 from today's 14,000 and procedure codes to 85,000 from 13,000 stresses healthcare providers. The mandate's intent, termed ICD-10, is to increase the accuracy of reporting and reduce fraud.
- Healthcare institutions face significant investments in training and IT system updates in order to comply with the new rules.
- The original conversion date was October 1, but the Senate passed a bill on Monday granting institutions a one-year reprieve.
- (UHS) (HCA) (SSY) (LPNT) (THC) (CYH) (CHDX) (SEM) (SCAI)
Apr. 2, 2014, 7:43 AM
- The U.K.'s Competition & Markets Authority (CMA) has ordered HCA International (HCA) to sell one or more of its hospitals in London, saying that the the company has too much power in the market for self-pay and insured patients.
- HCA owns over half the available overnight bed capacity, and its strength allows it to charge higher prices to insurers.
- In a further blow to HCA, the CMA isn't forcing HCA rival BMI to sell any of its centers despite earlier considering such a move.
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