Zoro

Healthcare Stocks: Due For a Selloff?

I don't even think you know what Express Scripts does. You talk of health care costs in general, but they deal with prescriptions. Both ESRX and MHS are working to bring the cost of drugs down, and they're getting better profit margins on generics. It's one of the few safe havens in a market like this.

Why I Sold Lufkin and Purchased Quality Systems

Great idea, buy high and sell low. Why didn't I think of that? Oh, and QSII caters to the ambulatory market, much smaller than those $1.95 million hospital systems