Humana Inc. (Public, NYSE:HUM)

Last Price Day Change
$68.13 1.71 (-2.45%)

Iako je među bull kandidatima trenutno ne stoji dobro.Prije misec dana HUM je bio na 52w h i od tada samo pada.Najarian tvrdi da je razlog pada zbog loših vijesti.

bull: Cramer,4Q profit rises 57 percent
bear: loše vijesti,FAD,bear market

Za ovu firmu bitno je i ko će pobjediti na presjedničkim izborima.Izjava CEO Michael McCallister:
I hopes the next president will take advantage of the private sector to increase productivity as a way to fix the healthcare system. Ovi sigurno navija za demokrate.

Jim Cramer je često spominje u svojoj emisiji.
The pecking order for health insurers was pointed out last night and the mailer was surprised to see Humana Inc. (HUM) leading with UnitedHealth Group Inc. (UNH) nowhere in sight. Jim has soured on UNH. He has liked HUM for a long time and owns UHN but HUM is on a better run.

Spominje se i neka tužba.
Shares of health insurers have been losing ground today on news that New York Attorney General Andrew Cuomo plans to announce lawsuit against one of the nation's largest health insurers over "deceptive practices" and an investigation of the health-insurance industry.

Da ne bi bilo sve tako crno ima i svjetla na kraju tunela.
Technical indicators for the stock are neutral but deteriorating while S&P gives HUM a positive 4 STARS (out of 5) buy rating. If you’re looking for a hedged play on this stock, consider a May bear-call credit spread above the $85 range. HUM stock could rise up to 26.6% before expiration and this position would still be profitable.

Evo što kaže Malcolm Berko.
HUM's business is basically recession- and inflation-proof. If costs rise, HUM either reduces your benefits or raises your premiums or reduces reimbursement schedules to hospitals and doctors -- or a combination of all three. And if costs fall, HUM still raises it premiums. Only the Mafia, which doesn't spend much on office supplies and never files a tax return, has it better. Well, since one can't purchase stock in the Mafia, health insurers like HUM are a perfect second selection. And I think HUM is a superb choice among its peers.

Nakon svega analiziranog ovo je dobra dionica koja će sigurno rasti.Nema druge nego je držati na oku (FAD-u) i čekati povratak na stare staze slave.

Medtronic, Inc. (Public, NYSE:MDT)

Last Price $48.10

Ovo je jedan pravi call kandidat koji sutra ima objavu zarada koja bi trebala biti u skladu sa očekivanjima.U prilog toj tezi je i OI za Mar 50.
Medtronic is slated to report earnings before the open Tuesday with a conference call scheduled for 8:00 a.m. EST. Current projections call for the company to post EPS of 61 cents on revenue of $3.34 billion. Investors will want some color on how implantable cardioverter defibrillator (ICD) sales are doing as well as comments on the U.S. approval of the Endeavor drug-eluting stent (DES).

Jednostavno ne vidin kako ova dionica može pasti.U zadnjih pet miseci bila je 52wh i pala na 52wl.Od tog pada lagano raste .Triba spomeniti da više od 70% je u vlasništvu fondova.
MDT is consistently one of the most efficient companies in the Medical Equipment & Supplies industry. With a Return on Assets, Revenues per Employee, and Return on Equity of 14.50%, $363,981.00, and 26.32% respectively, they are among the most effective companies in the industry.
Based on its gross margin, operating margin, and net margin, MDT converts a larger percentage of its revenues to profits than most other companies in the Medical Equipment & Supplies industry. Furthermore, the company is profitable with an operating margin of 28.11%.

U narednih godinu dana FDA bi trebala Medtronicu odobrit par orginalnih proizvda koji bi trebali još više povećati prihode.

Medicis Pharmaceutical Corp (NYSE: MRX)

Latest price 19.67 Change -1.34 (-6.38%)
After Hours: 20.06 +0.39 (1.98%)

Iako je ova dionica među bull kandidatima trenutno više nateže na bear stranu.U zadnjih godinu dana izgubila je na vrijednosti više od 40%.Ovako nisko nije bila još od 2002 g. ,a jedan od razloga je što im FDA neče odobri lijek Reloxin koji bi bija konkorencija Botoxu.
Pošto analitičari nisu baš naklonjeni MRX(S&P Equity Research downgrades Medicis Pharmaceutical from Hold to Strong Sell),a ipak su večinski vlasnici i iako dionica ide doli oni pomalo kupuju možemo naslutiti što slijedi.To možemo viditi i po OI call MAR 22.5 koji je dvadesetak puta veći od puta.
Ova firma je lider u svom poslu i nema razloga da bude ovako nisko i zato je sigurno triba držati na oku.
Medicis is the leading independent specialty pharmaceutical company in the United States focusing primarily on the treatment of dermatological and aesthetic conditions. The Company is dedicated to helping patients attain a healthy and youthful appearance and self-image. Medicis has leading branded prescription products in a number of therapeutic and aesthetic categories. The Company's products have earned wide acceptance by both physicians and patients due to their clinical effectiveness, high quality and cosmetic elegance.
Pogledom na povijesne chart-ove vidimo da je često bila predmetom manipulacije.