All things STOCKS

#76
#76
#77
#77
No way in living hell I would buy a radio conglomerate stock literally zero growth potential.
 
  • Like
Reactions: 1 person
#78
#78
Would recommend Crispr... Get in while you still can. There's huge risk but human genetic engineering isn't going away.

CRISPR Therapeutics AG
 
#79
#79
bignewt said:
No way in living hell I would buy a radio conglomerate stock literally zero growth potential.
Click to expand...

I didn't suggest buying either as a long term hold. Volatile stocks are trading opportunities. CMLS is making 20-30% daily swings on higher than normal activity.

As far as the industry, it has huge barriers to entry and won't disappear in the near term.
 
#82
#82
I'm wondering what any of the doctors and others in the healthcare business on VN think about the companies that they might deal with. What are some companies that are run really well? Which are dumpster fires? Are the big 3 pharmacy benefit managers a scam or do they fit in well as an additional middleman? I find it really odd that there's the (1) customer (patient), then (2) doctor/clinic/hospital, then (3) drug retailers, with (4) insurance companies, (5) employers providing health insurance, and (6) pharmacy benefits managers making deals in the middle of that mess. Add in the government regulators and my gosh... how complicated does it really need to be to fill a prescription?

Any opinions (good or bad) on:

Express Scripts
CVS and United Health's PBMs
Hologic
Medtronic
Stryker
Boston Scientific
McKesson
Quest Diagnostics
Edwards Life Sciences
Henry Schein
Dentsply
Intuitive
Johnson & Johnson
Any of the pharmaceutical companies
Any of the insurance companies
Any of the drug retailers
Any others like back office or software

I just saw an interesting public company... Teledoc (TDOC). Anybody familiar with them?

I was looking for info on PillCam. I see that they're now owned by Medtronic after a couple of acquisitions. I guess it won't replace colonoscopies since the pill can't snip out the bad bits.

I had been thinking about buying some BlackStone (but they popped recently after announcing they're raising money to invest in infrastructure). I see that they took Team Health private last year. I didn't realize that Envision had acquired AmSurg.

I try to watch a lot of these stocks and can read and understand their financial statements, but how are they performing in the real world? It's easy to drive down Kingston Pike and see when the Home Depot or Chipotle parking lots are full and see which mall stores have traffic, but it's not as easy to see if Medtronic is peerless or if Quest does an excellent job getting results back.

Thanks.
 
Last edited:
#83
#83
Thunder Good-Oil said:
I'm wondering what any of the doctors and others in the healthcare business on VN think about the companies that they might deal with. What are some companies that are run really well? Which are dumpster fires? Are the big 3 pharmacy benefit managers a scam or do they fit in well as an additional middleman? I find it really odd that there's the (1) customer (patient), then (2) doctor/clinic/hospital, then (3) drug retailers, with (4) insurance companies, (5) employers providing health insurance, and (6) pharmacy benefits managers making deals in the middle of that mess. Add in the government regulators and my gosh... how complicated does it really need to be to fill a prescription?

Any opinions (good or bad) on:

Express Scripts
CVS and United Health's PBMs
Hologic
Medtronic
Stryker
Boston Scientific
McKesson
Quest Diagnostics
Edwards Life Sciences
Henry Schein
Dentsply
Intuitive
Johnson & Johnson
Any of the pharmaceutical companies
Any of the insurance companies
Any of the drug retailers
Any others like back office or software

I just saw an interesting public company... Teledoc (TDOC). Anybody familiar with them?

I was looking for info on PillCam. I see that they're now owned by Medtronic after a couple of acquisitions. I guess it won't replace colonoscopies since the pill can't snip out the bad bits.

I had been thinking about buying some BlackStone (but they popped recently after announcing they're raising money to invest in infrastructure). I see that they took Team Health private last year. I didn't realize that Envision had acquired AmSurg.

I try to watch a lot of these stocks and can read and understand their financial statements, but how are they performing in the real world? It's easy to drive down Kingston Pike and see when the Home Depot or Chipotle parking lots are full and see which mall stores have traffic, but it's not as easy to see if Medtronic is peerless or if Quest does an excellent job getting results back.

Thanks.
Click to expand...

Quest does not have really any NexGen sequencing testing it and it will be really playing catch-up want to comes to personalized medicine diagnostics
 
#84
#84
Thunder Good-Oil said:
I'm wondering what any of the doctors and others in the healthcare business on VN think about the companies that they might deal with. What are some companies that are run really well? Which are dumpster fires? Are the big 3 pharmacy benefit managers a scam or do they fit in well as an additional middleman? I find it really odd that there's the (1) customer (patient), then (2) doctor/clinic/hospital, then (3) drug retailers, with (4) insurance companies, (5) employers providing health insurance, and (6) pharmacy benefits managers making deals in the middle of that mess. Add in the government regulators and my gosh... how complicated does it really need to be to fill a prescription?

Any opinions (good or bad) on:

Express Scripts
CVS and United Health's PBMs
Hologic
Medtronic
Stryker
Boston Scientific
McKesson
Quest Diagnostics
Edwards Life Sciences
Henry Schein
Dentsply
Intuitive
Johnson & Johnson
Any of the pharmaceutical companies
Any of the insurance companies
Any of the drug retailers
Any others like back office or software

I just saw an interesting public company... Teledoc (TDOC). Anybody familiar with them?

I was looking for info on PillCam. I see that they're now owned by Medtronic after a couple of acquisitions. I guess it won't replace colonoscopies since the pill can't snip out the bad bits.

I had been thinking about buying some BlackStone (but they popped recently after announcing they're raising money to invest in infrastructure). I see that they took Team Health private last year. I didn't realize that Envision had acquired AmSurg.

I try to watch a lot of these stocks and can read and understand their financial statements, but how are they performing in the real world? It's easy to drive down Kingston Pike and see when the Home Depot or Chipotle parking lots are full and see which mall stores have traffic, but it's not as easy to see if Medtronic is peerless or if Quest does an excellent job getting results back.

Thanks.
Click to expand...

My company started offering Teledoc last year. Supposedly for an $8 charge you can facetime or talk to some doctor in India and tell them your symptoms and they'll treat you with a script for some drug that is needed or maybe not. If I'm sick I'll see a real doctor in person, not some pill pusher half the way around the world.
 
#85
#85
VolStrom said:
My company started offering Teledoc last year. Supposedly for an $8 charge you can facetime or talk to some doctor in India and tell them your symptoms and they'll treat you with a script for some drug that is needed or maybe not. If I'm sick I'll see a real doctor in person, not some pill pusher half the way around the world.
Click to expand...

Considering the PCP is a dying breed this will be the future. And if you can keep goobers out of the ER with a belly ache that's a good thing.
 
#86
#86
The health care sector seems like an obvious one to overweight as the boomers age, but will increased spending translate into higher returns for investors?

There are a bunch of pharmaceutical companies with HUGE market caps, but I really don't have a good grasp of how to evaluate or compare them.

Intuitive Surgical is interesting and has been around for a while now. But they've maybe grown too much to be a viable takeover candidate... unless Google/Alphabet was interested. I'm unclear whether they can grow their revenue significantly. Maybe internationally? The p/e isn't crazy high... mid 40s.

JNJ is into so much and is so big that it's almost like a healthcare fund. Medtronic is almost like a healthcare equipment ETF.

I'm kind of leaning toward CVS or Walgreen/Boots. CVS has pulled back much more off of their 52 week high and is much cheaper than WBA. Apparently they've been penalized for having a pharmacy benefits business.

Express Scripts has pulled back by about a third and is really cheap at about 11x their bottom line. But they're also under attack on several fronts.
 
#88
#88
Biopsyman said:
Quest does not have really any NexGen sequencing testing it and it will be really playing catch-up want to comes to personalized medicine diagnostics
Click to expand...

I wonder how big reefer screening is in their revenue mix. Also, with more states making it legal, I wonder if that results in more testing or less.

DGX is around it's 52 week high and has a reasonable p/e of about 22x. Market cap is only $15B. I thought that they would have been bigger than that.
 
#89
#89
Thunder Good-Oil said:
I wonder how big reefer screening is in their revenue mix. Also, with more states making it legal, I wonder if that results in more testing or less.

DGX is around it's 52 week high and has a reasonable p/e of about 22x. Market cap is only $15B. I thought that they would have been bigger than that.
Click to expand...

The legality doesn't matter. Employers can and will screen. Lots of health related companies are including nicotine in the screens now. If you smoke, your offer is pulled.
 
#90
#90
Thunder Good-Oil said:
I wonder how big reefer screening is in their revenue mix. Also, with more states making it legal, I wonder if that results in more testing or less.

DGX is around it's 52 week high and has a reasonable p/e of about 22x. Market cap is only $15B. I thought that they would have been bigger than that.
Click to expand...

Personalized medicine and genetic mutations that will drive treatment is and will be the future for many diseases
 
#91
#91
DancingOutlaw said:
The legality doesn't matter. Employers can and will screen. Lots of health related companies are including nicotine in the screens now. If you smoke, your offer is pulled.
Click to expand...

IMO testing for THC will decline. Millennial managers and owners won't see it as that big a deal and many millennial employees will be put off by what they'll perceive as an intrusion into their business. Many would be excluded from the talent pool as well. Companies like Microsoft and Google would have a hard time finding enough creative talent.
 
#92
#92
Thunder Good-Oil said:
IMO testing for THC will decline. Millennial managers and owners won't see it as that big a deal and many millennial employees will be put off by what they'll perceive as an intrusion into their business. Many would be excluded from the talent pool as well. Companies like Microsoft and Google would have a hard time finding enough creative talent.
Click to expand...

What about employees that have dangerous jobs? I'm talking about truck drivers, equipment operators, machine operators. Also, I can see a rapid test being developed for dui situations. I think testing for weed will expand similar to alcohol testing.
 
#93
#93
InVOLuntary said:
What about employees that have dangerous jobs? I'm talking about truck drivers, equipment operators, machine operators. Also, I can see a rapid test being developed for dui situations. I think testing for weed will expand similar to alcohol testing.
Click to expand...

It won't go away for certain jobs. We're talking about Quest Diagnostics here, and IMO their THC testing won't increase as legal marijuana becomes more prevalent. I haven't researched it but I doubt that it's a huge component of their revenue mix. I think I'll not invest in DGX right now... although the p/e is fairly attractive and the dividend yield is okay.
 
#94
#94
Thunder Good-Oil said:
It won't go away for certain jobs. We're talking about Quest Diagnostics here, and IMO their THC testing won't increase as legal marijuana becomes more prevalent. I haven't researched it but I doubt that it's a huge component of their revenue mix. I think I'll not invest in DGX right now... although the p/e is fairly attractive and the dividend yield is okay.
Click to expand...

Oh, sorry. I thought we were discussing MJ testing in general.
 
#95
#95
InVOLuntary said:
Oh, sorry. I thought we were discussing MJ testing in general.
Click to expand...

There are at least two other rabbit hole threads on the illegality debate.

I was asking for thoughts about whether Quest's THC testing business increases or decreases assuming that prohibition laws continue to be purged. Consumption may not even increase. IMO companies that have issues with marijuana are already testing. But the need for a test similar to an alcohol breathalyzer is interesting. IMO Quest would only administer some of the analysis. The company that develops the tests could have the real windfall. I have no idea if Quest is even in that kind of R&D.

With the HIPAA laws I wonder if companies will be allowed to test and exclude employees that have medical marijuana prescriptions. Maybe they will assuming that it remains illegal at the federal level.
 
#96
#96
Thunder Good-Oil said:
There are at least two other rabbit hole threads on the illegality debate.

I was asking for thoughts about whether Quest's THC testing business increases or decreases assuming that prohibition laws continue to be purged. Consumption may not even increase. IMO companies that have issues with marijuana are already testing. But the need for a test similar to an alcohol breathalyzer is interesting. IMO Quest would only administer some of the analysis. The company that develops the tests could have the real windfall. I have no idea if Quest is even in that kind of R&D.

With the HIPAA laws I wonder if companies will be allowed to test and exclude employees that have medical marijuana prescriptions. Maybe they will assuming that it remains illegal at the federal level.
Click to expand...

Good question. I think a road side instant test will be developed for dui situations. I think I read somewhere, maybe here, someone is working on a breathalyzer. As an employer, I've sent employees that were so stoned on pills they could barely stand, for drug test and they've passed. They've had prescriptions. It puts employers in a tough spot.
 
#97
#97
InVOLuntary said:
Good question. I think a road side instant test will be developed for dui situations. I think I read somewhere, maybe here, someone is working on a breathalyzer. As an employer, I've sent employees that were so stoned on pills they could barely stand, for drug test and they've passed. They've had prescriptions. It puts employers in a tough spot.
Click to expand...

Yes, pills are a far bigger problem than reefer could ever become. As far as I know, post arrest blood tests are the only way to determine intoxication levels.

A bigger issue on the investment front might could be are the Pharma companies going to be be impacted if the states all sue them over the pill epidemic.
 
#98
#98
Probably not a popular opinion but I don't think stocks are attractive now. I am waiting for a pullback. Of the pharma companies mentioned, I like Novo because of their emphasis on diabetes and the large increase in that population worldwide.
 
#99
#99
OldandStillaVol said:
Probably not a popular opinion but I don't think stocks are attractive now. I am waiting for a pullback. Of the pharma companies mentioned, I like Novo because of their emphasis on diabetes and the large increase in that population worldwide.
Click to expand...

Stocks are no doubt expensive. But, it's pretty much impossible to always buy at the bottom and sell at the top.
 
New posts
You must log in or register to reply here.

VN Store



Back
Top