Among prison operators, CCA best long-term bet
Posted on October 19, 2009 at 7:32 amA story in this weekend’s Barron’s puts the spotlight on private prison companies. Analyst T.C. Robillard says Corrections Corp. shares (Ticker: CXW) already have priced in a lot of the pending rebound, but are the best long-term investing proposition.
CCA’s massive inventory makes it the go-to company for federal and state customers. One worry: Because it has so many beds, investors fret that a large number could go unused. Earlier this year, 11,000 were empty, but new government contracts had trimmed the total to 6,500 by summer.
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CVS Caremark is just so misunderstood
Posted on September 1, 2009 at 9:03 amA week after Barron’s stated the case for the shares of CVS Caremark (Ticker: CVS), Fortune weighs in on the topic. Even though the stock has beaten the S&P by 16 points this year, it trails its peers.
The market questions whether a drugstore chain, which has expertise in retail sales, can run a PBM, which negotiates on behalf of employers and insurance plans to purchase drugs from pharmaceutical companies. As a result, CVS’s price/earnings ratio for the next 12 months is 13, while Walgreen’s is 15 and Medco’s is 20. That makes CVS, which is poised for strong growth, a bargain - no matter how the health-reform battle plays out.
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Local research shop catches Barron’s eye
Posted on August 24, 2009 at 1:58 pm
New Constructs, a seven-year-old equity research company that prides itself on digging through companies’ nitty gritty accounting details, has landed second on Barron’s semiannual ranking of stock picks from the past year. Here are the full rankings.
Hey, a little piece of that is still big money
Posted on June 29, 2009 at 11:13 pmBarron’s points us to a few details from a Stifel Nicolaus report that suggests a) a number of Medicare-dependent stocks are being overly discounted, and b) that, despite the regulatory risks, torrents of money will make their way toward health care providers of all stripes should health care reform pass.
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Be patient with HealthSpring
Posted on March 5, 2009 at 1:05 pm
And by patient, Barrons.com’s Johanna Bennett means waiting a month or so, until after President Obama’s budget gets finalized and the market knows just how much Medicare Advantage insurers will be reimbursed. Shares of HealthSpring (Ticker: HS) and their peers have been have been hammered – and are taking more blows today – as all signs point to a cut in payment rates.
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The story that made Gaylord jump
Posted on December 19, 2008 at 7:35 amSmartMoney.com relays the full analysis of Gaylord Entertainment shares (Ticker: GET) from the most recent issue of Barron’s.
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Barron’s: Gaylord worth $50
Posted on December 14, 2008 at 7:06 pmThe financial newspaper says the hotel company needs to trade where it did in November of last year – and cites an agreeing analyst whose firm owns more than 10 percent of the company.
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