
By Stephen Simpson : Some investors love to parrot the thesis that the aging of America will be a boon to health care companies of all stripes. What these investors aren't always able to explain, though, is who is going to pay for all of that growth. That's a key issue with home oxygen therapy ...
We are no longer providing equity research on Amsurg AMSG and we plan to suspend our star rating. We provide broad coverage of more than 1,700 companies across more than 140 industries and adjust our coverage as necessary based on client demand and investor interest.
By Aggressive Dividends : Those that follow my articles know that I am a big fan of strategic investing. Developing new investment portfolio models is a hobby for my spare time. As of December 2011 I decided to make public many of my investment models as an accountable record for you to follow. One
By Ron Sommer : In the past two years, I have written several articles describing companies in the healthcare sector. I am convinced that this sector has the potential to provide long-term, sustainable returns that exceed the overall market. Demographic trends and technological changes provide ...
Amsurg 's AMSG fourth-quarter results mostly met our ..... acquisition of National Surgical Care. Amsurg 's revenue per patient also climbed 6 ..... acuity multi-surgery centers. In total, Amsurg 's multi-surgery centers accounted for
are not surprised by this, especially considering procedure volume is weak across so many specialties in the U.S. Amsurg AMSG recently noted in its third-quarter conference call that GI procedures were barely better than flat. According to
change our fair value estimate after Amsurg AMSG reported third-quarter results within our expectations. Amsurg 's revenue grew 11% from the prior ..... macroeconomic headwinds persist. Amsurg 's EBITDA margin declined nearly
By Stephen Simpson : On first blush, Lincare ( LNCR ) would look like one of those great undervalued GARP companies that famous investors like Peter Lynch gush about in their memoirs. The thing is, while Lincare may well have a lot of value in it, that value is a little like a bag of gold resting
* Says to pay $7.5 mln if earnings targets are met (Adds details in paragraph 4,6,7, details on share movement)
By Frank Voisin : Amsurg Corp. ( AMSG ) owns and operates “ambulatory surgery centers” (also known ..... centres across the United States in partnership with physicians. AmSurg is a free-cash-producing machine, sporting a free cash flow