How Can Changing Demographics Impact Investors?
Changing demographics impact investors in many ways. The demand for bonds could increase, putting downward pressure on yields.
NYSTRS reduced its position in Apache Corporation
The NYSTRS decreased its position in Apache Corporation from 0.20% in 3Q14 to 0.12% in 4Q14—according to the latest SEC 13F filings.
NYSTRS opened a new position in Walgreens Boots Alliance
The NYSTRS started a new position in Walgreens Boots Alliance (WBA). The fund bought 1,727,633 shares of Walgreens Boots Alliance—0.33% of its total 4Q14 portfolio.
Rackspace Hosting eliminated as D.E. Shaw position
D.E. Shaw exited a position in Rackspace Inc. (RAX), which accounted for 0.016% of the fund’s second-quarter portfolio.
D.E. Shaw opens new position in Alibaba
D.E. Shaw revealed a new position in Alibaba in 3Q14 that accounts for 0.49% of the fund’s total 3Q14 portfolio.
Why Glenview Capital adds new stake in Applied Materials
Applied Materials Inc. provides manufacturing equipment, services, and software to the global semiconductor, flat panel display, solar photovoltaic (or PV), and related industries.
Must-know: Glenview Capital Management’s 1Q14 positions
Glenview Capital added new positions in WellPoint Inc (WLP), Hertz Global Holdings Inc (HTZ), eBay Inc (EBAY) and Applied Materials Inc (AMAT).
Ricky Sandler’s Eminence Capital buys a new stake in Humana
Eminence Capital started a new position in Humana Inc. (HUM) that accounts for 1.97% of the fund’s portfolio. Humana is a healthcare company.
Molina Healthcare: Why Molina’s revenues have been growing fast
Molina Healthcare, Inc. (MOH): Revenue growth In general, Medicaid health plans grow revenue by increasing their membership or generating higher rates from state governments. The latter portion is often left up to negotiations between plans and states. States often have the final say, but given cost savings managed care can generate, they are loathe to bring […]
Molina Healthcare: Why Medicaid growth should directly help Molina
Molina Healthcare, Inc. (MOH): Market overview Medicaid is a rapidly growing segment within healthcare, which should directly benefit MOH. In addition to typical market growth of mid-single digits, there are several supplemental drivers. Healthcare reform (Obamacare) Under current reform provisions starting 2014, Medicaid would expand coverage to additional 11 thousand uninsured. Based on its presence within […]
Molina Healthcare: The company’s foothold in a growing market
As one of the leading Medicaid-focused HMOs, MOH enjoys a strong foothold in one of the healthcare sector’s fastest-growing markets.