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tomtomboombang

02/20/05 12:06 PM

#18471 RE: tomtomboombang #18470

CYH, DVA, HCA, HMA, LH, DGX, RCI, THC
Healthcare Facilities-Raise Industry View to Attractive

opinion @ MSCO
In our view, for the first time in several years, industry fundamentals are significantly better than consensus expects. New data on uninsured trends and our proprietary pricing survey gives us increased conviction operating forecasts for the group are achievable. This should lead to multiple expansion and/or better than expected results for the group. Our favorite stocks continue to be HCA, Triad and DaVita