PART 3 JPMorgan 28th Annual Healthcare Conf 1/12/10..2nd Day Reporting Companies..Nymph Take
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Date updated:01-13-2010

Second day at the Health Care Conf in San Fran, this is the morning, has the time, the % change from last conf, The support and resistance levels, notes from last year and current years notes when they present.

symbol name last price % change open
  • +
  • BSX
    Boston Scientific
  • $7.09
  • 0.00%
  • $N/A

7:30 up 18% from the last conference, t/a support is 5.40ish and upper support is 15.28 but shortterm it is hitting a group of Fibo Moving Averages on the daily chart that is pretty hard resistance at 9.25-9.75 but if it can take that resistance out it has minor resistance at 11.72ish. (Will hope to listen to recorded presentation later)(notes from last year, Boston Scientific is a worldwide developer, manufacturer and marketer of medical devices whose products are used in a broad range of interventional medical specialties..per Zacks..Boston Scientific Corp. (NYSE: BSX - News) competes in the cardiovascular, endosurgery and neuromodulation markets. All three segments are experiencing strong sales growth and should remain relatively insulated from the current economic crisis. Related Quotes Symbol Price Change ABT 52.32 +3.12 BSX 7.88 +0.36 {"s" : "abt,bsx","k" : "c10,l10,p20,t10","o" : "","j" : ""} BSX has historically grown through acquisition, which has led to earnings-quality concerns. Recent positive news on stents will bode well. Trial results for Abbott Labs' (NYSE: ABT - News) XIENCE stent, which BSX markets under a private label, were positive. And, BSX received U.S. approval to market its TAXUS Liberte and Express2 stents. We believe management will raise guidance adjusted for recent litigation losses. We are comfortable applying the comparable P/E/G average of 1.1 when using adjusted earnings per share, equating to a FY2008 multiple of 17.6x 2008 adjusted EPS, or a target price of $9.85. We maintain our Buy recommendation based upon valuation and expectations of improving fundamentals.)

People owning BSX also tend to own: ADPAHLATPGBAGLBDXBIOFBJS

TheStreet.com Rating: D+ What is this?

  • +
  • LIFE
    Life Technologies
  • $53.42
  • 0.00%
  • $N/A

7:30 up a big 134% from last conf, t/a Life Science, Perfect uptrend, Support is 44.24ish, resistance is 53ish which is an all time high.I wanted to go to this one but got caught and Boston Scientific presentation instead (WILL HOPE TO LISTEN TO PLAYBACK RECORDING LATER), (notes from last year, (notes on this from last year, ok ok this stock is up 25% in AH the day before it is going to present...no news that I can see...either someone knows something or really playing around a lot..Life Technologies Corporation operates as a global biotechnology tools company focused on improving the human condition. Its systems, consumables, and services enable researchers to accelerate scientific exploration, driving to discoveries and developments that make life even better. Life Technologies� customers do their work across the biological spectrum, working to advance personalized medicine, regenerative science, molecular diagnostics, agricultural and environmental research, and 21st century forensics. The company has a presence in approximately 100 countries, and possesses a growing intellectual property estate of approximately 3,600 patents and exclusive licenses. Life Technologies was created by the combination of Invitrogen Corporation and Applied Biosystems, Inc. The company is based in Carlsbad, California)

People owning LIFE also tend to own: BKCCMTLCPRTCRLCYHDPZGVA

TheStreet.com Rating: C What is this?

  • +
  • OMI
    Owens & Minor
  • $45.44
  • +0.42%
  • $45.43

7:30 up 14% from last conf, T/a resistanc is 43.21ish and 46.81ish,support is 40.67 and shorter term 41.40ish, (WILL HOPE TO LISTEN TO PLAYBACK RECORDING LATER), (last years conf notes, down 17% from the last conf..my take..Yeap...Wholesale Medical Supplies..This is the guidance for their last conf call..for a USA Company it is nice to hear.."Now, turning to our guidance for 2008, as Craig said in our press release, we believe we will achieve 2008 revenue growth in the 5% to 7% range outpacing industry growth rates and we are targeting 2008 earnings per share in a range of $2.20 per share to $2.30 per share representing a 23% to 28% increase for the year". PLUS PLUS they are speaking at a Health Conf on the 3/19 and if the JPMorgan Conf in Jan is any tell..good companies with good stories normally get a nice little pop from it. Market Cap (intraday)5: 1.72B Enterprise Value (8-Mar-08)3: 2.00B Trailing P/E (ttm, intraday): 23.52 Forward P/E (fye 31-Dec-09) 1: N/A PEG Ratio (5 yr expected): N/A Price/Sales (ttm): 0.25 Price/Book (mrq): 2.82 Enterprise Value/Revenue (ttm)3: 0.30 Enterprise Value/EBITDA (ttm)3: 11.904 They reported a couple of weeks ago and beat numbers 04-Feb-08 200712 4 After 0.55 0.52/0.52 0.18 6.0 % 1650. The Company is best of breed too. Owens & Minor, a fortune 500 company, is the nation's leading distributor of national brand-name medical/surgical supplies to hospitals and integrated healthcare systems)

People owning OMI also tend to own: ABKSCECKV-ALFLOSIRGA

TheStreet.com Rating: B What is this?

  • +
  • LNCR
    Lincare Holdings
  • $42.75
  • 0.00%
  • $N/A

7:30 up 45% from last conf, t/a support is 35.80 and resistance is 40.28ish,this is one uptrending chart, I wasn't able to attend this presentation this year (last years conf notes, uptrending...MAY WANT TO CHECK this one out..just joined the naz 50..headquartered in Clearwater, provides oxygen and other respiratory therapy services to patients in their homes.)

People owning LNCR also tend to own: ADPADTNANFAVRBRLCHTTELX

TheStreet.com Rating: B What is this?

  • +
  • AMGN
    Amgen Inc.
  • $57.42
  • +0.93%
  • $57.25

8:00 is up 14% from last conference, t/a take is that it needs to stay a support 57.54ish which is the 38.20% off of 2005 high and 2008 low...resistance is the very hard 50% retrace at 63.11ish...would not enter until it cleared that resistance..at that level on the weekly chart for 3 years it also has 2 fibo moving averages too that it has to take out close to that resistance...if it can break out at that point is should do ok...(notes from last year, My note..Amgn they talked about a really cool bone density UC Davis...nothing else I can tell that was a major thing to take note of... ,heck this stock has held up so well this past year..but it didn't even get a pop when it announced it was sending a Biological License Application (BLA) for denosumab to the Food and Drug Administration on Dec. 19. Denosumab is a drug made from organic material rather than chemicals. It's intended to treat or prevent osteoporosis. So maybe with the Press eyes on it..maybe a small pop...plus CEO could make some announcement over something like he did last years JPMorgan..one to watch cause this is the second biggest bio next to DNA.)

People owning AMGN also tend to own: BHICMCSACOFCVXDOWEBAYFDX

TheStreet.com Rating: B What is this?

  • +
  • COV
    Covidien Plc. Ord
  • $50.36
  • 0.00%
  • $N/A

8:00 this is up only 9%, T/A resistance is 50.60ish,support is 45.60ish just nice uptrend,(WILL HOPE TO LISTEN TO PLAYBACK RECORDING LATER), (notes from last year conference,Medical Supplies, Needles, wound care, medical devices..Jan 26 Earn Release..t/a sideways formation. not much interest on boards..this is from seeking alpha..Covidien reported Q4 2008 earnings on November 18th of $0.73 compared with $0.62 the year before. Sales rose 13.0% to $2.6 billion. Chairman Richard Meelia said that growth was well diversified, with “three of our four segments reporting double-digit increases.” Medical devices and pharmaceuticals led the way with sales growth of 10% and 37% respectively. Foreign exchange rates contributed 3.0% to sales in the quarter. Full Year Revenue Guidance: Reduced to $9.9-$10.2 billion Full Year EPS Guidance: $3.02 2009 P/E: 12.367 5 Year Historic P/E Lows: (Spun off Tyco less than 2 years ago )

People owning COV also tend to own: APCAPPAUYAVNXBMDCBICOLM

TheStreet.com Rating: D+ What is this?

  • +
  • MHS
    Medcohealth Solut
  • $64.01
  • -0.22%
  • $64.33

8:00 is up 71%, T/A resistance at 66ish and support at 64ish and then 63.30ish,(WILL HOPE TO LISTEN TO PLAYBACK RECORDING LATER), (notes from last year conf, Medco Health Solutions, Inc. (NYSE: MHS - News) is the nation's leading pharmacy benefit manager based on its 2007 total net revenues of more than $44 billion. Medco's prescription drug benefit programs, covering approximately one-in-five Americans, are designed to drive down the cost of pharmacy health care for private and public employers, health plans, labor unions and government agencies of all sizes, for individuals served by the Medicare Part D Prescription Drug Program, and those served by Medco's specialty pharmacy segment, Accredo Health Group. Medco, the world's most advanced pharmacy®, is positioned to serve the unique needs of patients with chronic and complex conditions through its Medco Therapeutic Resource Centers®, including its enhanced diabetes pharmacy care practice through the Liberty acquisition. Medco is the highest-ranked independent pharmacy benefit manager on the 2008 Fortune 100 list.)

People owning MHS also tend to own: CCLXCVSGOOGGSHDJNJ

TheStreet.com Rating: A- What is this?

  • +
  • UAM
    Universal America
  • $14.94
  • 0.00%
  • $N/A

8:00 up 24% from last conf, T/A heavy resistance at 13.40ish,support at 10.21ish,(WILL HOPE TO LISTEN TO PLAYBACK RECORDING LATER), (notes from last year, Try and check this one out to see what they say about Medicare Advantage and Obama...t/a sideways formation. No interest on the boards. Only 4 analyst..upgrades. P/E 15 v industry 8. This is the company from their site..Universal American offers a diverse range of healthcare products – including health insurance, managed care, and prescription drug benefits – through its subsidiaries. Its companies are collectively among the leading providers of Medicare Advantage and Medicare prescription drug plans in the U.S., as over two million seniors rely on Universal American's products for their health or prescription drug coverage. For more information on Universal American)

People owning UAM also tend to own: AETBCEBFAMBKBNICMECMED

TheStreet.com Rating: C What is this?

previous next
 

Start Price

Return Value

Start Date

BSX 8.82 -19.61% Dec 30th
LIFE 52.49 +1.77% Dec 30th
OMI 43.11 +5.40% Dec 30th
LNCR 37.98 +12.56% Dec 30th
AMGN 57.52 -0.17% Dec 30th
COV 48.89 +3.01% Dec 30th
MHS 64.95 -1.45% Dec 30th
UAM 11.98 +24.71% Dec 30th
EXEL 7.77 -18.79% Dec 30th
PFE 18.56 -7.00% Dec 30th
MTD 105.93 +3.03% Dec 30th
DXCM 8.05 +18.39% Dec 30th
GENZ 49.81 +15.10% Dec 30th
CAH 32.95 +7.19% Dec 30th
MIL 72.68 +44.94% Dec 30th
PSYS 21.61 +36.46% Dec 30th
HNSN 3.02 -21.85% Dec 30th
ACL 164.97 -1.36% Dec 30th
BMY 25.85 +0.54% Dec 30th
INCY 9.28 +39.98% Dec 30th
SIRO 32.07 +16.43% Dec 30th
AET 32.86 -2.77% Dec 30th
SNY 40.31 -2.16% Dec 30th
HSIC 53.20 +7.39% Dec 30th
NKTR 8.97 +71.35% Dec 30th
PPDI 23.65 -5.88% Dec 30th
KCI 38.44 +29.79% Dec 30th
SONO 23.22 +38.11% Dec 30th
NUVA 32.79 +39.34% Dec 30th
SGEN 10.45 +15.89% Dec 30th
LPNT 33.37 +4.58% Dec 30th
WCRX 28.30 -8.69% Dec 30th
CERN 83.73 +2.25% Dec 30th
ILMN 30.68 +30.87% Dec 30th
EVVV 13.59 +16.26% Dec 30th
BAX 59.21 -1.96% Dec 30th
HUM 44.90 +6.24% Dec 30th
MRK 37.72 +0.58% Jan 8th
ODSY 16.70 +7.78% Jan 8th
GSK 41.63 -9.22% Jan 13th

Average return:

+9.65%

Success rate:

67.5%

Deleted Stocks:

OMEX 1.46 0.00% Dec 30th
MDRX 20.43 -3.72% Dec 30th
GSX 0.57 -12.28% Dec 30th

Tracking Started: 12-30-2009

01/08/2010 12:19 PM CST Asked by Trading Nymph
Morning of 2nd day

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Q. Does anyone here own POWERSHARES...
03.17.10 | 21:39 PM Asked by π

A. NEW YORK (MarketWatch) -- The Build
America Bonds program, which subsidizes
municipalities issuing taxable debt,
will expand modestly as part of the jobs
bill sent to President Barack Obama on
Wednesday, leaving up in the air whether
the program will extend beyond this
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bill, the program has allowed issuers of
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local municipalities -- to sell taxable
bonds under the Build America program
and get reimbursed a portion of the
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The ability to sell taxable bonds, with
a subsidy, has given issuers access to
the much bigger, broader corporate bond
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who wouldn't normally consider
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and overseas investors.

http://www.marketwatch.com/story/jobs-bi
ll-expands-build-america-bonds-program-2
010-03-17?reflink=MW_news_stmp

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