[Search for users] [Overall Top Noters] [List of all Conferences] [Download this site]

Conference nyoss1::market_investing

Title:	Market Investing

Moderator:	2155::michaud

Created:	Thu Jan 23 1992
Last Modified:	Thu Jun 05 1997
Last Successful Update:	Fri Jun 06 1997
Number of topics:	1060
Total number of notes:	10477

390.0. "HMO Stocks under Clinton" by SWLAVC::HOSSEINI () Fri Feb 19 1993 19:33

    Since 387.* did not get into the heart of predicting investment under
    Clinton's plan, I will post my question here.
    
    Before and after Clinton's presentation, healthcare stocks, specially
    HMO's have been battered badly.  I thought any healthcare reform would
    actually favor HMO's.  Is'nt that why DEC is pushing HMO Elect?  
    Granted Some HMO stocks were really high.  I have been watching one
    that we use here in SOuthern California, PACIFICARE (NASDAQ: PHSYA)
    to go from around $60/share to around $30 in the past two weeks.
    
    Here are my questions:
    
    1. Do you think (predict) that healthcare reform would benefit HMOs?
    2. If so, is now the time to pick some share or should one wait until
       the dust setelled?
    
    Any info would be appreciated.

T.R	Title	User	Personal Name	Date	Lines
390.1	just a few thoughts.	CADSYS::BENOIT		`Fri Feb 19 1993 20:47`	14
	Not ready to make recommendations, if I were I would be on Wall Street, but here are some thoughts. I believe the HMO's should flourish under the Clinton administration. When all is said and done the type of service they want the health care system to provide most looks like HMO's...so less to change, and profits should roll in sooner. How's this for a long shot.....Advertising and media, if Clinton suceeds in steming lobbyist, who will lobbyist have to lobby...us, and how through the media and advertising....maybe then we will feel strong enough to make congress do what they want.....this will take some pretty strong ads, and a lot of exposure. The big if...LOBBYIST reform! michael
390.2	Pacificare on sale	DABEAN::NEARY	Bob Neary	`Sun Feb 21 1993 20:23`	8
	re .0 FYI, the Cabot Market Letter out of Salem Mass has long recommended Pacificare (PHYSA). I checked yesterday's letter and he says that this is an opportunity for readers that missed it before. (If you liked it at 50 , you'll love it at 38...)
390.3	Universal Healthcare	SOLVIT::CHEN		`Mon Feb 22 1993 09:26`	13
	re: .0 I am not sure what the answer to your question is. But, I thought the Clinton Administration wants to implement "Universal Healthcare". If I understand it correctly, it means that the government will manage or determine what the doctors and hospitals should be paid for their services. If this is correct, then I see the profit margin for HMOs will come down along with other health organizations. Then, I personally would stany away from healthcare related stocks. just my $.02 Mike
390.4		CSC32::S_MAUFE	its sum-sum-sum-summertime!	`Mon Feb 22 1993 15:30`	14
	Clinton wants Universal Healthcare. If I were he I wouldn't create a huge government machine from scratch to manage this. I think HMOs have done a good job at this.So, I would imageine Clinton would pay the HMOs to manage bundles of government clients. The government would simply be the paymaster. Why are the stocks down? Because the market reacts to uncertainty. the market can take down news and it can take up news. The only news it can't handle is "we don't know, its a vacumn, it all could change". So they mark stocks down. Simon
390.5	Pacificare at $26	SWLAVC::HOSSEINI		`Mon Feb 22 1993 17:53`	5
	RE .2 Pacificare (PHSYA) closed at $26 today. Looks like it is going down. I wonder what that newsletter would say now "Will ADORE it at 26!!!!" For me I guess I will wait a little.
390.6		29067::J_OPPELT	decolores!	`Sat Jul 23 1994 13:43`	2
	Checking in on some old notes, it looks like PHSYA has doubled since .-1