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2014年全美研究团队:医疗保健设施,1:Justin Lake

    <2014年全美研究团队 Justin Lakej.p。MorganFirst-Place外观:2

    总出现:5

    分析师首次亮相:2008年

    坚持在这个名单上的1号职位管理式医疗,J.P. Morgan的贾斯汀湖赢得投资者赞美他持续监测2010年患者保护和实惠的护理法案的影响。正如一位基金经理所说,“Justin做了深入的分析,其中包括经济实惠的护理法案对各种设施的影响,并有助于对ACA的所有变化和挑战。”另一个崇拜者报告说,分析师“为奥巴马医生潜在福利的街道提供了一些最周到的分析。”Lake, 43, expects U.S. health care facilities names to remain solid performers going into 2015, “as the benefits of health care reform are realized over the next several years, coupled with the potential for increased utilization of health care services driven by the improving economy,” he explains. In particular, the researcher maintains his bullishness on two operators of acute care hospitals and outpatient services centers, each of which is a long-standing favorite: King of Prussia, Pennsylvania–based Universal Health Services and Nashville, Tennessee’s HCA Holdings. “Both companies have strong track records of delivering above-average growth in their core businesses,” he says, “while being well positioned to continue deriving benefits from health care coverage expansion.” Sure enough, over the 12 months through mid-September, while the sector delivered a 23.8 percent gain, these shares performed even better. Universal leaped 55.6 percent, to $111.25, and HCA soared to $71.34, climbing 77.1 percent. Lake’s price objectives for the stocks are $118 and $72, respectively.