Barclays on Health Care Facilities: Thoughts from Mini Nashville Bus Tour
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Price: $64.99 --0%
Rating Summary:
4 Buy, 19 Hold, 3 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 3 | Down: 7 | New: 23
Rating Summary:
4 Buy, 19 Hold, 3 Sell
Rating Trend: = Flat
Today's Overall Ratings:
Up: 3 | Down: 7 | New: 23
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Barclays on Health Care Facilities: Thoughts from Mini Nashville Bus Tour
Analyst, Adam Feinstein, offered feedback from recent meetings: Met w/ LifePoint (Nasdaq: LPNT) (EW-rated), AMSG (EW-rated) & CYH (OW-rated); M&A oppty's remain, including not-for-profits as providers pressured by lower investment income; Medicaid reimbursement may face some cuts in certain states in '12 but level of cuts not expected to accelerate.
Brief comments on each company/stock:
For LPNT, Feinstein said, "The company remains focused on acquisitions and noted that the acquisitions that it has already completed stand to provide a driver to earnings over the next several years..."
On AMSG, "The integration of NSC is going well, and AMSG is confident in its ability to drive $0.09-0.13 of accretion from this transaction. The company's tone around volumes was relatively upbeat..."
And, CYH, "We believe that CYH has the ability to report stable results in 2012 reflecting an opportunity to expand margins with solid cost controls and continued improvement from recent acquisitions."
Analyst, Adam Feinstein, offered feedback from recent meetings: Met w/ LifePoint (Nasdaq: LPNT) (EW-rated), AMSG (EW-rated) & CYH (OW-rated); M&A oppty's remain, including not-for-profits as providers pressured by lower investment income; Medicaid reimbursement may face some cuts in certain states in '12 but level of cuts not expected to accelerate.
Brief comments on each company/stock:
For LPNT, Feinstein said, "The company remains focused on acquisitions and noted that the acquisitions that it has already completed stand to provide a driver to earnings over the next several years..."
On AMSG, "The integration of NSC is going well, and AMSG is confident in its ability to drive $0.09-0.13 of accretion from this transaction. The company's tone around volumes was relatively upbeat..."
And, CYH, "We believe that CYH has the ability to report stable results in 2012 reflecting an opportunity to expand margins with solid cost controls and continued improvement from recent acquisitions."
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