Curtis Brown: Just completed a giant buy on HRC: #50K + shares. I think ~ 4 7/8 is the low. You cab buy the stock
for the same price as in 1987!!! thanks to the decimation of HealthCare industry.
That's about to stop.
I think this is a 6-7 bagger in the next several years.
moneycentral.msn.com.
Fiscal Year....Est Low/High Price Range......Avg. Est. Price......... % Change for Average
12/1999 .......$42.07-$45.14 ......................$43.61 ..........................783.14%
12/2000....... $27.19-$41.04...................... $36.42........................... 637.68%
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The above numbers are quite possible.
I know HRC personally. Been there.
It is an amazing facility.
It is probably the #1 Orthopedic sports medicine Hospital and Rehab chain in the Nation.
It is actually a full size hospital.
Price is down because of HMO woes and because CEO gave the finger to HMOs and told them:
" You want to buy Health Care? This is what it will cost you. Take it or leave it".
cbs.marketwatch.com
So short term shortfall but long term a gold mine.
I believe ( as a physician ) that Health care in the US has seen it's bottom.
New state laws plus the threat of lawsuits will now force HMOs to deliver proper care to patients.
They will go out in t e Market and buy it.
They will buy it from the most efficient providers: Health South is a premiere such center.
The moneys next year to pay for more money to HealthCare will come from fewer money being put in:
-computer sales
-software sales
-car sales
-home sales
-other sales
I am talking about the fact that Health Care is the most imprint item in one's agenda.
This is why it will continue through a recession next year. Moneys will just have to
come from other things.
All across the US I see Health providers digging their heels in and saying that they will no longer
care for people at these prices.
HealthSouth is in an amazing position to capitalize from this.
-They have one of the most coveted Orthopedic /Sports Medicine Fellowship program.
US Med School graduates from John Hopkins on down line up to get in.
They are filled 2 years ahead.
One of the most exciting things is the e-commerce ventures
-with MSFT/WEBMD/HEALTHEON:
siliconinvestor.com
WebMD, Healtheon and HealthSouth to Co-Market and Connect 50,000 Physicians, 2,000 Facilities, Millions
of Patients and Third-Party Payors
siliconinvestor.com
-With Gobal Sports
WebMD, Global Sports, Inc. and The Sports Authority Partner to Build Comprehensive Sports Medicine and
Fitness e-Commerce Channel
Also their new Medical Ventures
siliconinvestor.com
Visualization Technology, Inc.(VTI), announces that an agreement has been signed with HealthSouth,
to be their provider of image-guided surgery solutions for EarNose &Throat applications.
siliconinvestor.com
Birmingham Physicians Develop New Surgery To Treat Human Center Of Vision
Procedure Removes Diseased Surface of Retina to Restore Eyesight
New Surgical Technique Could Help Thousands Regain Eyesight With Less Risk
Finally I like their repurchase agreement
CEO Scrushy ( he is an Ex Respiratory Therapist ), puts his money were his mouth is:
4 million shares!!!!!!
siliconinvestor.com
Earnings out 11/3/99.
Buy this stock and keep it in your drawer for a 5 bagger,
all IMHO
TA |
