Dan Jacome

Coventry Health: Option Combination with Good Risk/Reward

but what is the catalyst? Just insider buying? a low P/E? You can say the same about a number of stocks. Joe Paduda over @ managedcarematters.com is out today citing CVH as a takeout target - what do you think??

Affymetrix Remains a Value Trap Until Its Results Improve

nice call........

@ 3/share, do you think it could go lower. Its at the 52 wk low, 9% of float is short, and trades < cash/share. it doesn't take much to have this thing double in your face..

Ten Micro Predictions for 2009

CROX sales are eroding, Gates would have to act of out of desperation to generate a takeout. Sure, the deal would barely dent his wallet, but it'd make him look foolish and as if he was "dumbing down" on a bad investment. No way - their brand quickly tapered and you can see what Ive been saying about the stock since it was north of $15.

seekingalpha.com/autho...

eHealth: The Road to Recovery

they could get killed if Obama gets his national health insurance exchange up and running, altho its unlikely...

athenahealth: Don't Curb Your Enthusiasm Just Yet

Just to clarify on the organic growth I mentioned above - ATHN did recently acquire a patient/physician communications company called Crest Line, but it was only a $7m deal.

Pfizer: A Case Study of the Market's Extremely Low Valuations

Generics typically chop off 80% off a branded drugs revenue base - market is smarter than all of us and pricing in Armageddon for Pfizer and that explains the ugly chart above. A low P/E means nothing in this market - PFE will only be bought by value long PMs if there is a tangible catalyst in the future for Pfizer - and sadly, there isn't one last time I checked. Add to this the threat from Obama that he wants the US govt to negotiate drug prices with Big Pharma on behalf of Medicare and viola - you land at PFEs battered share price. Likely washed out down here, but this is slow moving money for a while

Some Investment Themes for 2009

short sellers eventually have to go long and cover, so technically they do "invest"...the above poster is a bit light headed today, it seems. without shorts, we'd have more Enrons around - is that what you want?

Some Investment Themes for 2009

any views on health care in 2009?

Investing in Basic Needs: Hedging Your Expenses

why you chose CVH as your insurer pick confuses me...

Wellcare Health Plans: Looking for a Silver Lining in a Disastrous Year

so is the stock a buy or sell? There is probably a 20% chance they get picked up by a PE shop - if the financing climate was better, it would have happened already..

A Short Seller's View of the Market - Barron's Interview

PSYS is a tough call - Medicaid stocks have significant upside potential if Obama succeeds in getting 46m uninsured people insured.....true, states are hurting and want to cut Medicaid (Cali already is), but spending won't fall off the cliff. Obama wouldnt be able to carry out his plans if it did....

Athenahealth: Impressive Company, Dangerous Stock

interesting point, question is whether or not CRM can establish relationships with doc practices, which are very reticent to adopt tech to begin with....

New Emerging Diagnostics Index

nice article - looks like AFFX trades close to net cash

Athenahealth: Impressive Company, Dangerous Stock

Interesting to be a contrarian, but you make no mention of what you think ATHN is worth, or the fact that ATHNs software accelerates the billing cycles for docs and that this will be important over the next decade or two as people over the age of 65 increase 50% (by 2020, most estimates) while the primary care physician base will increase by as little as 7% (some est. I have seen say 16%) – in other words, docs will be flooded for demand for services, there will not be enough providing for this demographic, and doctors will want to do whatever they can to get paid faster…rev cycle mgmt and its benefits are more palpable to a doctor, who typically only sees 11% fo the savings accrued through elect health records and ePrescribing. I always like your articles but other than telling us something that applies to all companies (growth off a small base), I don’t see why ATHN is a short

Five Things Worth Remembering About Healthcare in 2009

nice article. Keep an eye on Novartis - they'll likely respond to Tevas/BRL deal (which closed today) by having its Sandoz unit buy Watson. Definitely watch WPI in 2009