Mon, Sep 15, 2014, 12:40 AM EDT - U.S. Markets open in 8 hrs 50 mins

Recent

% | $
Quotes you view appear here for quick access.

Watson Pharmaceuticals, Inc. Message Board

apgarvey 2 posts  |  Last Activity: Aug 27, 2014 10:00 AM Member since: Dec 17, 1997
SortNewest  |  Oldest  |  Highest Rated Expand all messages
  • Reply to

    Bought more at $ 140

    by aliceghk Aug 26, 2014 1:48 PM
    apgarvey apgarvey Aug 27, 2014 10:00 AM Flag

    But, it is important to know the technology here. Most of the competing electronic medical record (EHR) systems except Cerner are really very old technology. ATHN is certainly lagging in parts of their EHR, e.g. portal technology and patient entered data. But, massive consolidation is occurring in the medical delivery system - look in the number of independent private practices in your town. ACA is not likely to be repealed and single payer won't happen, so private insurance is here to stay. Dealing with insurance is the key to future survival of health care providers as payments decrease. Other than Cerner, few systems rival ATHN in dealing with revenue cycle management. With healthcare as 18% of the economy, leading systems in healthcare information management seem hard to short. Some of the fundamentals become meaningless. The problem with shorts is that they are often gamblers like Einhorn who lack an in depth knowledge of the company or industry trends. Again, study the GMCR chart after 2012 when Einhorn famously shorted it.

    Sentiment: Buy

  • Reply to

    Bought more at $ 140

    by aliceghk Aug 26, 2014 1:48 PM
    apgarvey apgarvey Aug 26, 2014 4:59 PM Flag

    A reasonable purchase. Remember this stock is still suffering from the David Einhorn effect. Mr. Einhorns' attempts at stock manipulation are opportunities. Institutional lemmings that follow his shallow musings unload in fright, allowing real investors like you to step in and make money. Some shorts are covering ATHN, but the short squeeze will occur a little later in the year as everyone realizes Mr. Einhorn's predictions are wrong again. Study the GMCR chart and Message Board: compare my comments on the short arguments to see how this chart will evolve. All the same macro issues apply...what exactly is the short argument here-people will stop seeing doctors?

    Sentiment: Buy

Trending Tickers

i
Trending Tickers features significant U.S. stocks showing the most dramatic increase in user interest in Yahoo Finance in the previous hour over historic norms. The list is limited to those equities which trade at least 100,000 shares on an average day and have a market cap of more than $300 million.
21Vianet Group, Inc.
NasdaqGSFri, Sep 12, 2014 4:00 PM EDT
Darden Restaurants, Inc.
NYSEFri, Sep 12, 2014 4:03 PM EDT