Tag: villwock
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Tenet & Community Health
I don’t mind going out on a limb – so some projections regarding Community Health & Tenet. #1 – Tenet is history as a stand alone company. Trading volume Friday was more than half the capitalization of the company. The arbs and hedge funds are loading up in a big way and they will get…
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New Bull Market in Hospitals?
The bull market for hospitals was restarted on Friday. As you probably will recall, I talk a fair amount about the seasonality of the hospital stocks and we are going into the seasonally strong period which lasts through some time in May. The reaction to the Community Health offer to buy Tenet was astounding ..…
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The Real Estate Guys
Robert, Russ — Great to be on your show talking about St. Kitts and the opportunity to create a medical school and healthcare delivery system in the Caribbean. I look forward to being with you next month in Belize to check out the healthcare system there and to meeting you and your clients on St.…
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Thank You Freedom Fest 2010
Last night was the conclusion of Freedom Fest 2010 at the Bally’s Casino in Las Vegas. The quality of this program was astounding and I congratulate all who were involved. You haven’t lived until you see Steve Forbes dressed up as George Washington in one of the skits at the closing banquet. We live in…
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CMS goes after Oxygen
After quite a long time of silence, CMS weighed in with a massive 30% cut in oxygen reimbursement in 9 competitive bid markets. CMS has been trying for a couple of years to have providers compete for business based on price. After a court setback, CMS is back. The plan expands to cover 91 more…