HCA IncHCAUnspecifiedMay 09, 2023Stock price when the opinion was issued
As of Jun 23, 2026. Market Open.
(A Top Pick Aug 13/15. Down 11.51%.) This has been dead quiet over the course of the last year. It had a lift through November-February, and then basically has consolidated ever since. The group is actually starting to look quite interesting. The sector has been improving from a relative strength standpoint, since June. This could still be a Buy at these levels.
It is the largest hospital operator in the U.S. It is a defensive stock with consistent revenue but not consistent costs. It will continue to have issues with this and he wants to see more visibility on costs. It executes well.