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To: Jurgis Bekepuris who wrote (39036)	8/31/2010 11:53:03 PM
From: Spekulatius	Read Replies (1) \| Respond to of 78673

re DGX, LH - I think they get most of their business from routine tests from companies doing drug tests etc. and general practitioners or specialists that may not be affiliated with a hospital. In those cases hospital labs are not convenient.

To: Jurgis Bekepuris who wrote (39036)	11/29/2013 7:52:26 PM
From: Paul Senior	Read Replies (1) \| Respond to of 78673

LH/DGX/hospital Labs: These haven't been talked about here in a while. The companies seem to be doing okay; their stock prices are up. I sold my few DGX shares a while ago--- something I read about management's business practices I didn't like. Looking at LH today -- it's maybe 30 or 35 points higher from where I last sold it. If the consensus analyst earnings estimate is about right for next year, the stock would have a low enough p/e and high enough roe for me to start a few shares (which I did today). Stock has generally rising stated bv, generally good roe and decent profit margins. Company could do okay if more USA people get health insurance and as a result get more routine diagnostic testing. Otoh, as stated here, hospitals have their own diagnostic services -- why go to LH or DGX? I just suspect LH/DGX will continue to get their share of any improved demand. Given current demand for clinical lab testing, their business results seem to indicate they are still in the game. (Testing volume is up this quarter. However, revenue-per-test is down due to gov't payment reductions/issues -- and that could indicate a problem going forward.) finance.yahoo.com