Health Care

Notes on Regional Banks, Health Care and the “Branded Stocks”.

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Update on Client and “Street” Reaction to Neil Dolinsky’s Sell Report on Tele-Communications...Japanese Stock Market Update...Health Care Industry: Why Are Costs Skyrocketing?

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In recent years health care stocks have developed a bad case of two tier-ism. Health care service issues have been hot numbers while more traditional health care issues, primarily the big ethical drug issues languished. From now on it may be the other way around.

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Big equity structure changes in the last 30 days, one of the most dramatic shifts made in 12 years. Oil Patch holdings reduced, new position in Ethical Drugs and “new” Let’s Get Competitive thesis (improving manufacturing and industrial productivity). Other small sector shifts not very significant.

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