editor of StockInvestor , and he previously was the valuation model developer. Matt, thanks for joining me today. Matthew Coffina : Thanks for having me, Jeremy. Glaser: Let's start at the beginning. What kind of model do our analysts use
adding to MLPs, master limited partnerships, with the time horizon of forever? Do those stocks look attractive? Matthew Coffina : Well, I think that there is relatively few opportunities among MLPs right now. Two names that I do like, Energy
could have on health-care companies and what investors should do? Matt, thanks so much for joining me, today. Matthew Coffina : Thanks for having me, Jeremy. Glaser: So, let's talk a little bit about what the Supreme Court has decided
By Morningstar : By Matthew Coffina We have generally been favorable on the managed-care organizations over the past four years, as the stocks were put on sale
By Morningstar : By Matthew Coffina Walgreen ( WAG ) needs a new strategic direction. Its services are becoming increasingly commodified, as its convenience advantage
By Morningstar : By Matthew Coffina , CFA AmerisourceBergen ( ABC ) offers terrific consistency. The company felt few ill effects from health reform, the recession
welcome Matt Coffina, who is an equity analyst in charge of managed care here at Morningstar. Matt, thanks for coming Matthew Coffina : Thanks for having me, Erik. Kobayashi-Solomon : Okay, so back in November of last year, you co-authored
merge in a $29 billion deal. I'm here today with Matthew Coffina --he is an equity analyst at Morningstar--to ..... care industry? Matt, thanks joining me today. Matthew Coffina : Thanks for having me, Jeremy. Glaser : So, can
Please click here and here for an in-depth analysis of the managed care industry by Morningstar equity analyst Matthew Coffina . Long considered recession-resistant, hospital operators have suffered amid the economic downturn and looming
health care, is in the center of all these discussions. With me is our managed-care analyst, Matthew Coffina . Welcome, Matt. Matthew Coffina : Thanks, Alex. Good to be here. Morozov : Well, Matt, let's talk about the worst-case