总出场:11
分析师亮相:2005
丽莎·吉尔自2010年以来,她每年都稳居榜首。摩根大通(J.P. Morgan)的分析师“是医疗保健分销领域严肃投资者的必要联系人,”一位狂热的粉丝坚称。她对公司具体细节的了解与她对公司决策的战略影响的理解和批判相匹配。她在业界有着深厚的人脉,并会利用这些人脉形成自己的观点。”截至9月中旬的12个月里,美国医疗保健科技和分销类股上涨7.3%,领先大盘9.9个百分点。但吉尔指出,该集团内部的表现因细分行业而异,其中药品零售商的表现最为突出。在这个领域,她更喜欢的名字是罗德岛的CVS健康公司(CVS Health Corp.) Woonsocket,长期以来,它一直是人们的最爱。这位46岁的研究人员解释说:“CVS处于非常有利的位置,可以从(处方)渠道的潜在积极基本面中获益,比如人口老龄化、新药开发、管理专业药物支出,以及根据(患者保护和)平价医疗法案提高使用率。”此外,她预计近期的并购活动将带来更多机会。今年6月,CVS同意斥资19亿美元收购明尼阿波利斯市塔吉特公司(Target Corp.)的制药和诊所业务; and in August it closed its $12.7 billion purchase of Cincinnati-based Omnicare, a leading provider of pharmacy services to long-term care facilities. These moves will expand CVS’s reach with senior populations and increase its footprint, she believes. “CVS is a core hold,” Gill insists, and despite the stock’s recent gains, “we expect it to trade higher as the Omnicare and Target acquisitions are accretive to 2016 numbers.” He price objective for CVS, $116, implies a 17.1 percent upside to its value in mid-September. During the preceding 12 months, the shares climbed 23.6 percent, to $99.03, outperforming the sector by 16.3 percentage points.