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Tracking Larry Robbins' Glenview Capital Management Portfolio - Q4 2017 Update

7h seekingalpha
Glenview Capital Management's 13F portfolio value increased from $17.23B to $18.50B this quarter. The number of positions increased from 56 to 58. (853-0)

Cardinal Health Strong on Medical & Pharmaceutical Segments

20h zacks
On Feb 20, we issued an updated research report on Cardinal Health, Inc. (CAH - Free Report) . The stock carries a Zacks Rank #2 (Buy). The company exited the second quarter on a solid note, courtesy of encouraging performance by the Medical segment. The Pharmaceutical segment also witnessed strong growth in the Specialty business and gained a large number of Pharmaceutical Distribution customers. A strong fiscal 2018 outlook buoys optimism. (48-0)

Medical errors third-leading cause of death in America

2018-02-22 cnbc
At just a year and a half, Emily was diagnosed with a massive abdominal tumor and endured numerous surgeries and rigorous chemotherapy before finally being declared cancer-free. But just to be sure, doctors encouraged Chris and his wife to continue with Emily's last scheduled chemotherapy session, a three-day treatment that would begin on her second birthday. (24-0)

President Trump's support for risky experimental drugs sidesteps FDA

2018-02-21 cnbc
Terminally ill patients can be desperate for any treatment that might save their lives. Even if the chances are bleak, it seems worth a shot. That dire need has led Congress to pursue a bill that would allow patients to access experimental drug treatments that bypass the Food and Drug Administration's clinical trial process. But the legislative fight pits President Donald Trump and other powerful conservatives, including the Koch brothers, against many voices from the medical community and patient advocacy organizations. (24-0)

Minority Report

2018-02-21 seekingalpha
We have developed a theoretical model at our firm for gauging the momentum and euphoria surrounding the most popular investments in the U.S. stock market. (50-0)

Amazon has quietly launched an exclusive line of over-the-counter health products

2018-02-20 cnbc
Amazon has quietly launched an exclusive line of over-the-counter health products in a possible challenge to pharmacy retail chains that could spark a price war and put pressure on store-brand profit margins. (196-0)

Independence Realty Trust's (IRT) CEO, Scott Schaeffer on Q4 2017 Results - Earnings Call Transcript

2018-02-20 seekingalpha
Good day ladies and gentlemen and welcome to the fourth quarter 2017 Independence Realty Trust conference call. At this time, all participants are in a listen-only mode. Later, we will conduct a question and answer session and instructions will follow at that time. If anyone should require operator assistance at any time, please press star then zero on your touchtone telephone. As a reminder, this conference call is being recorded. (31-1)

How Amazon could lose its health-care bid - ValueWalk

2018-02-20 valuewalk
Amazon.com, Inc. (NASDAQ:AMZN) has been one of the most innovative and disruptive companies of this century, with incredible success in areas that lie outside of what has been historically perceived as its core business (book selling). (286-0)

How Amazon Could Lose Its Healthcare Bid While Drug Distributor Stocks Win

2018-02-19 seekingalpha
Amazon.com (NASDAQ:AMZN) has been one of the most innovative and disruptive companies of this century, with incredible success in areas that lie outside of what has been historically perceived as its core business (book selling). (557-3)

Kentucky accuses Cardinal Health of contributing to opioid epidemic

2018-02-19 reuters
(Reuters) - Kentucky’s attorney general on Monday accused the drug distributor Cardinal Health Inc of contributing to the opioid epidemic by failing to halt or report suspiciously large or frequent orders by pharmacies of prescription painkillers. (24-0)

Healthcare In Transition

2018-02-19 seekingalpha
With policy changes, integration, and the introduction of technology, healthcare is transforming and stands at a very pivotal point in America. (830-2)

McKesson Corporation Is The Best Stock To Beat Healthcare Headwinds

2018-02-19 seekingalpha
McKesson is the giant of all medical distributors and it’s ready to take on any headwinds or competitors. (27-0)

The MnM Portfolio - Checking In On Portfolio Fundamentals

2018-02-15 seekingalpha
It’s been about seven months since I last reported on the fundamentals of the stocks in my MnM Portfolio. Periodically, I review my portfolio’s holdings to both take stock of how my holdings are doing, but also to assist with the allocation of incoming dividends. As I have noted in the past, I rely heavily upon the data compiled by FASTgraphs.com and then crunch the numbers a little on my own for further analysis. (36-0)

Pioneer Natural Resources, Mattel, Wells Fargo and Berkshire Hathaway highlighted as Zacks Bull and Bear of the Day

2018-02-15 zacks
Chicago, IL – Feb 15, 2018 – Zacks Equity Research highlights Pioneer Natural Resources (PXD - Free Report) as the Bull of the Day, Mattel Inc. (MAT - Free Report) as the Bear of the Day. In addition, Zacks Equity Research provides analysis on Wells Fargo (WFC - Free Report) and Berkshire Hathaway (BRK.B - Free Report) . (122-0)

Zacks Earnings Trends Highlights: Citigroup, Caterpillar and General Electric

2018-02-15 zacks
Chicago, IL – Feb 15, 2018 – Zacks Director of Research Sheraz Mian says, "Total Q4 earnings for the 362 S&P 500 members that have reported results are up +14.5% from the same period last year on +9% higher revenues, with 78.2% beating EPS estimates." (186-0)


CUSIP: 14149Y108