Random Walk

8 Comments

    • Healthcare ETFs: Why Have Investors Avoided Them Like the Plague? [view article]
      100% agree with bearfund. But I still think many investors are holding out and seeing what the new administration in 2009 will do. If people realize, just as they realized back in 1993, that universal healthcare requires raising taxes, any meaningful healthcare reform package will fail.



      May 12 01:43 PM
    • Hospitals' CapEx Cautions May Be Limiting Intuitive Surgical Growth, For Now [view article]
      60% of hospitals are not-for-profit. The credit crunch and problems in the auction rate securities markets do have an impact on these hospitals. On the margin, such hospitals would target big ticket items like capital equipment. Last I remember Intuitive Surgical revenues are comprised of such big ticket items. Given the multiple on the stock, should the recession persist longer than six months, why should you expect med cap equipment companies to trade at an even higher multiple than other companies during a bear market, given the financing issues of hospitals?
      Apr 22 10:23 AM
    • Safety Data on Arena's Weight Loss Drug Could Pave Way for Good Partnership [view article]
      Obesity surgery is getting better. So many drugs in development for obesity. The possibility of valvulopathy, however remote, would deter anyone from taking this pill given the alternatives. This drug will be in regulatory limbo given concerns about its widespread use. Mar 28 11:34 AM
    • SunLink Health Systems: A Cheap Monopoly with an Attractive Buyout Offer [view article]
      Excellent points raised. A long-term play here is also an implicit bet on increasing the number of insured. In addition, it is hard to imagine, though still possible, for policymakers to ignore the adverse consequences of the balanced budget act of 1997 on hospitals. Mar 27 02:48 PM
    • Safety Data on Arena's Weight Loss Drug Could Pave Way for Good Partnership [view article]
      Perception of valvulopathy risk will always be there. The efficacy of the drug is not that impressive. Many alternatives to lorcaserin exist now, and many more will exist in the future. Tough time with third-party payers. Also, still in Phase III studies. Given all these things, there are probably more compelling biotech investments out there. Mar 27 02:44 PM
    • United Health: Awaiting the Earnings Call for Clarity [view article]
      Good luck! those are juicy margins relative to historical averages, right? Mar 20 02:10 PM
    • The Debt Bubble: What's Bernanke To Do? [view article]
      no, you are wrong, user 145854. correcting inefficiencies and waste in the government is healthy for the economy. obviously there will be losers but taxpayers as a whole will gain. Mar 11 04:53 PM
    • Seeking Absolute Alpha Because Beta Might Not Be There [view article]
      I echo locke's sentiments. Even Buffett himself thinks that the individual investor is best served by investing in index funds. On average, an investor cannot beat the market. Some will beat the market, but others won't. In addition, there are reasons to think an active individual investor, on average, could fare worse than the market, when one compares the average individual investor to the average investment professional. Mar 11 01:34 PM
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