Healthcare

Healthcare Services

Healthcare Services generally includes companies that operate healthcare facilities such as hospitals, nursing homes and ambulatory surgery centers. In addition, this subsector of the overall healthcare industry also includes specialty operators, outsourced services and providers of healthcare to patients where they reside. Our primary focus is on niche providers of healthcare to highly specific patients, markets and/or service areas. Our coverage list includes companies in such areas as ambulatory surgery, emergency medical transport and care, behavioral healthcare, dialysis, home health, long-term care and animal health.

Analysts:
Drew Jones: Bio
 Associates:
Dana Hambly: Bio

Companies

Addus HomeCare Corp.Air Methods Corp.Almost Family, Inc.
Amedisys, Inc.Gentiva Health ServicesIPC The Hospitalist Co.
LHC GroupMEDNAX, Inc.Team Health Holdings, L.L.C.
Home Health & Home Care Quarterly Review (11/14/2011)
Healthcare Services: Comparative Valuation (09/08/2011)
Dialysis Providers: 2Q11 Earnings Preview (07/27/2011)
Specialty Services Providers: 2Q11 Earnings Preview (07/26/2011)
Comparative Valuation (07/11/2011)
Thoughts on CMS Home Health Payment Proposal (07/06/2011)
Weekly Comparative Valuation (07/05/2011)
Home Health & Home Care 1Q11 Preview (04/25/2011)
Home Health Institutional Investor Field Trip (04/06/2011)
Healthcare Services Comparable Valuation (03/11/2011)
Dipping Our Toes Back Into The Home Health Waters; Upgrading GTIV and LHCG (02/22/2011)
H/C Services Companies to Watch: 4Q10 Earnings Preview (02/07/2011)
Dialysis Providers: 4Q - Likely Choppy; What We're Looking For (02/03/2011)
Dialysis Providers: 3Q10 Earnings Preview (10/29/2010)
Companies to Watch: 3Q10 Earnings Preview (10/25/2010)
Dialysis Update: OIG Report on EPO Pricing Non-Event; Superseded by Bundle (09/15/2010)
Comparative Valuation (08/09/2010)
Final Dialysis Bundle: Positive (07/27/2010)
Specialty Services Providers: 2Q10 Earnings Preview (07/26/2010)
Home Health: Downgrading AMED, GTIV and LHCG on Fundamental Op. Uncertainty (07/13/2010)
DVA and FMS: Looking Towards the Bundle Final Rule (06/30/2010)
Comparative Valuation (06/07/2010)
Recap of Stephens Home Health Investor Trip (05/20/2010)
Comparative Valuation (05/14/2010)
Buy Home Health: No Smoke Because There's No Fire (05/13/2010)
Post-Acute and Long-Term Care: 1Q10 Earnings Preview (04/22/2010)
Specialty Services Providers: 1Q10 Earnings Preview (04/21/2010)
Dialysis Providers: 1Q10 Earnings Preview (04/20/2010)
Home Health: 1Q10 Earnings Preview (04/19/2010)
Home Health and RehabCare Institutional Investor Field Trip (04/01/2010)
Reading Through the Healthcare Reform Bill: Home Health/Physician Fees (03/19/2010)
Home Health: Updating Estimates/Downgrading AFAM (Revised) (01/26/2010)
Comparative Valuation (01/11/2010)