health care stocks posts
FeedPosted Mar 14th 2011 9:00AM by Joseph Lazzaro (RSS feed)
Filed under: Stocks to Buy
Pharmacy benefits manager Express Scripts (ESRX), which I first wrote about on June 9, 2009, at a 2-for-1 split-adjusted price of $31.82, zipped through major, psychological resistance at $50 this winter. It pushed $59, before pulling back slightly, but I obviously still like the business model at this juncture.
Look for the company's 2011 revenue to rise 3% to 5% on new accounts and the NextRx PBM purchase, after a nearly doubling of revenue in 2010.
Continue reading Has the Express Scripts Pullback Created an Opportunity?
Posted Dec 7th 2010 10:50AM by Steven Halpern (RSS feed)
Filed under: Newsletters, Stocks to Buy, Obama Picks

"One thing that will continue to play out -- regardless of the direction of health care policy and law -- consumers and spenders of health care dollars need to spend less," notes
Neil George.
The editor of
The Pay Me Strategy explains, "One solution for more efficient spending comes from Express Scripts (
ESRX), which is right in the thick of the issue of prescription drugs and drug costs. The Saint Louis-based company is one of the leaders in pharmaceutical benefit management.
"To get lower drug prices -- you need to not only advance the efficiency of drug processing and distribution -- but also the advancement of cheaper generic drugs.
Continue reading Express Scripts (ESRX): The Right Prescription?
Posted May 13th 2010 12:00PM by Joseph Lazzaro (RSS feed)
Filed under: Johnson and Johnson (JNJ), Stocks to Buy

Diversified consumer health care products and medical device giant Johnson & Johnson (
JNJ), which I first wrote about
on May 20, 2009, at a price of $55.87, remains on the mend.
Look for JNJ's 2010 revenue to increase 3% to 4%, boosted by growth in pharmaceutical revenue, despite some sales erosion to generics. Meanwhile, new orthopedic and cardiovascular products should help the company's medical device unit perform adequately in 2010.
Meanwhile, margins should increase slightly, aided by improved manufacturing efficiency, and a restructuring. Further, there's ample room for market share gains internationally, particularly in emerging markets, despite JNJ's already strong international position and performance.
Continue reading Johnson & Johnson: A Longer-Term Play, for Now
Posted Feb 14th 2009 4:00PM by Jim Woods (RSS feed)
Filed under: Johnson and Johnson (JNJ), Stocks to Buy
Consumer health care companies are traditionally great recession plays, because no matter what happens in the economy, people still need their medicine.
For more than 100 years, Johnson & Johnson (NYSE: JNJ) has supplied the world with what it needs to ameliorate its ailments.
In addition to marquee consumer brands such as Band-Aid and Tylenol, Johnson & Johnson provides the world with a myriad of prescription drugs, medical devices and medical treatments that keep us all healthy.
The healing power -- and the earnings power -- of Johnson & Johnson's products has contributed to the well-being of both consumers and investors for a very long time.
And while shareholders may justifiably feel ill about the stock over the last several months, the company's long-term growth prospects will likely serve as a veritable love potion for investors in the years to come.
Take a look at all ten stocks to fall in love with again.
Jim Woods is a Senior Editor for OptionsZone.com.
Posted Feb 2nd 2009 7:17PM by Jamie Dlugosch (RSS feed)
Filed under: Earnings Reports
Humana (NYSE: HUM) reported earnings below analysts' expectations for the fourth quarter of 2008, spurring a quick sell-off of more than 3%.
The stock quickly recovered, due in part to the better-than-expected ISM report, and closed up almost 6% at $40.13.
Humana is one of the nations' largest providers of employer-based health care plans. Humana offers group health and dental plans for individuals and serves the health care needs of military families and seniors through a series of specialized plans.
The fourth-quarter earnings report disappointed analysts initially, as the report revealed a larger-than-expected decline in earnings of 28% from the previous year's fourth quarter.
Continue reading Humana sputters, then hums
Posted Jun 3rd 2008 10:10AM by Steven Halpern (RSS feed)
Filed under: Pfizer (PFE), Newsletters, Johnson and Johnson (JNJ), Abbott Laboratories (ABT), Bristol-Myers Squibb (BMY), Merck and Co (MRK), Lilly (Eli) (LLY), Stocks to Buy
"You can invest for all the right reasons and still get the wrong result," notes long-standing turnaround stock expert George Putnam, referring to the poor performance of the pharmaceutical sector in recent years.
Here, in his industry-leading The Turnaround Letter, he offers a fascinating review of 10 leading drug stocks which he now believes offer a combination of growth potential at "pretty cheap" valuations. Here is his overview.
"In 2000 and 2001, when the Internet boom was becoming a bust, many smart investors turned away from technology stocks and put their money into drug stocks. How could you go wrong with the big pharmaceutical companies?
"Demand for their products was growing as the population aged. These companies had huge research
and development programs that seemed to keep cranking out new blockbuster drugs. And most of them had great balance sheets, with many paying handsome dividends.
"Much of this reasoning has been borne out in the intervening years. Many large drug manufacturers have rung up substantial revenue gains over the last decade. So what's happened to the big drug stocks? With few exceptions they have gone sideways or down – in some cases down a lot.
Continue reading Turnaround time for drug stocks? 10 top picks
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