China has been a hot bed for investors for a few years now, and most of the easy money seems to have been made. In fact, investors who bought into the China 25 Index (FXI) in Oct 2004 are up over 100% in 30 months.
Since my last analysisof the China opportunity last December, FXI is up 20% in 6 months - a stellar performance. But investors that are finally opening up to China or those that have taken profits along the way might wonder which companies to invest in. After all, it seems like there are new China stocks and ADR's sprouting up every time you look. Here are some stocks that I believe are sound Chinese investments that I believe will outperform the overall market over the next 12 months.
Best Healthcare Stocks 2012:Tenet Healthcare Corporation (THC)
Tenet Healthcare Corporation, an investor-owned health care services company, operates acute care hospitals and related health care facilities. The company?s general hospitals offer acute care services, operating and recovery rooms, radiology services, respiratory therapy services, clinical laboratories, and pharmacies. It also provides intensive care, critical care and/or coronary care units, physical therapy; and orthopedic, oncology, and outpatient services; tertiary care services, such as open-heart surgery, neonatal intensive care, and neuroscience; quaternary care in areas, including heart, liver, kidney, and bone marrow transplants for children; gamma-knife brain surgery; and cyberknife surgery for tumors and lesions in the brain, lung, neck, and spine. As of June 30, 2011, it operated 49 acute care hospitals, and a critical access hospital with a combined total of 13,420 licensed beds primarily serving urban and suburban communities in 11 states of the United States. The company also owns an interest in a health maintenance organization and operate various related health care facilities, including a long-term acute care hospital and various medical office buildings; revenue cycle management and patient communications services businesses; physician practices; captive insurance companies; and other ancillary health care businesses, such as including ambulatory surgery centers, diagnostic imaging centers, and occupational and rural health care clinics. In addition, Tenet Healthcare Corporation owns an interest in a management services subsidiary that provides network development, utilization management, claims processing, and contract negotiation services to physician organizations and hospitals that assume managed care risk. Tenet Healthcare Corporation was founded in 1967 and is headquartered in Dallas, Texas.Advisors' Opinion:
By Sam Collins At 2011-9-11
Health care services company Tenet Healthcare Corporation (NYSE: THC ) ope! rates 50 general hospitals and a critical access hospital serving urban and rural communities in 12 states. It was recently listed by CNBC as No. 3 on its list of "20 Stocks With the Potential to Pop."
THC is recommended by 20 analysts with a mean target of $6.96.
Technically its stochastic issued a buy signal and three recent CBR buys were triggered. A break above $4.60 would yield a target of $6.
Best Healthcare Stocks 2012:Cumberland Pharmaceuticals Inc. (CPIX)
Cumberland Pharmaceuticals, Inc., a specialty pharmaceutical company, engages in the acquisition, development, and commercialization of branded prescription products for the hospital acute care and gastroenterology markets. The company offers Acetadote, an intravenous formulation of N-acetylcysteine indicated for the treatment of acetaminophen poisoning; Caldolor, an intravenous formulation of ibuprofen for the treatment of pain and fever; and Kristalose, a prescription laxative administered orally for the treatment of constipation. It has collaboration agreement with Vanderbilt University for developing a palliative treatment for fluid buildup in the lungs of cancer patients; collaboration agreement with the University of Mississippi for developing a highly purified injectable anti-infective used to treat fungal infections in immuno-compromised patients; and a collaboration with the University of Tennessee for developing a novel asthma therapeutic designed to prevent remodeling of airway smooth muscle to reduce asthmatic reaction in pediatric patients. Cumberland Pharmaceuticals, Inc. was incorporated in 1999 and is headquartered in Nashville, Tennessee.Best Healthcare Stocks 2012:Natural Alternatives International Inc. (NAII)
Natural Alternatives International, Inc. provides private label contract manufacturing services to companies that market and distribute vitamins, minerals, herbs, and other nutritional supplements, as well as other health care products, to consumers in the United States and internationally. It offers strategic partnering services, including customized product formulation, clinical studies, manufacturing, marketing support, international regulatory and label law compliance, international product registration, packaging in multiple formats, and labeling design. The company also develops, manufactures, and markets its own branded products under the Pathway to Healing product line through print media and the Internet distribution channels. It manufactures products in various forms, including capsules, tablets, chewable wafers, and powders. The company was founded in 1980 and is headquartered in San Marcos, California.Best Healthcare Stocks 2012:Ligand Pharmaceuticals Incorporated (LGND)
Ligand Pharmaceuticals Incorporated operates as a biotechnology company. It principally engages in the development and acquisition of royalty revenue generating assets. The company engages in the research, milestone, and royalty revenue activities resulting from its collaborations with pharmaceutical partners. The collaborations primarily include ongoing clinical programs at Bristol-Myers Squibb, GlaxoSmithKline, Pfizer, Merck & Co., Cephalon, Inc, and Celgene. These partnered product candidates are being studied for the treatment of indications, such as thrombocytopenia, rheumatoid arthritis, chronic obstructive pulmonary disease, asthma, osteoporosis, menopausal symptoms, and Alzheimer?s disease. Ligand Pharmaceuticals Incorporated receives royalties principally on sales of Avinza from Pfizer, Promacta from GlaxoSmithKline, and Viviant /Conbriza from Pfizer. The company through its subsidiary, CyDex Pharmaceuticals, Inc., offers four marketed products, as well as has one approved product, a portfolio of partnered drug development programs, an internal pipeline of proprietary drugs, and the Captisol drug formulation platform technology. Ligand Pharmaceuticals Incorporated was formerly known as Progenx Inc. and changed its name in 1989. The company was founded in 1987 and is based in La Jolla, California.Best Healthcare Stocks 2012:The Spectranetics Corporation (SPNC)
The Spectranetics Corporation designs, manufactures, and markets single use medical devices used in minimally invasive surgical procedures within the cardiovascular system in conjunction with its proprietary excimer laser system, the CVX-300. The company?s excimer laser technology is used to ablate multiple lesion morphology morphologies, such as plaque, moderate calcium, and thrombus. It offers four primary product categories for the Vascular Intervention product line, including peripheral atherectomy, coronary atherectomy, thrombus management, and crossing solutions. The peripheral atherectomy product line consists of a selection of proprietary laser catheters that are indicated for the treatment of infrainguinal (leg) stenoses and occlusions; and the coronary atherectomy product line includes a selection of proprietary laser catheters to be used in various types of coronary artery diseases comprising occluded saphenous vein bypass grafts, ostial lesions, long lesions, moderately calcified stenoses, total occlusions traversable by guidewire, lesions, and restenosis. The thrombus management product line consists of three thrombus removal devices intended to remove fresh, soft thrombi, and emboli from vessels in the arterial system, as well as to address thrombotic occlusions in dialysis grafts and fistulae; and the crossing solutions product line support guidewires or other devices in facilitating vascular access in the arterial system to enable various types of interventions. The company?s lead management product line comprises excimer laser sheaths, non-laser sheaths, and cardiac lead management accessories for the removal of pacemaker and defibrillator cardiac leads. It sells its products in the United States, Canada, Europe, the Middle East, the Asia Pacific, Latin America, and Puerto Rico. The company has a strategic alliance with Kensey Nash Corporation. The Spectranetics Corporation was founded in 1984 and is based in Colorado Springs, Colorado.Best Healthcare Stocks 2012:Cerner Corporation (CERN)
Cerner Corporation designs, develops, markets, installs, hosts, and supports healthcare information technology, healthcare devices, and content solutions for healthcare organizations and consumers worldwide. It offers Cerner Millennium architecture, which provides access to an individual?s electronic medical record at the point of care, and organizes and delivers information for physicians, nurses, laboratory technicians, pharmacists, front and back-office professionals, and consumers. The company also provides a range of services, including implementation and training, remote hosting, operational management services, revenue cycle services, support and maintenance, healthcare data analysis, clinical process optimization, transaction processing, employer health centers, employee wellness programs, and third party administrator services for employer-based health plans. It serves integrated delivery networks, physician groups and networks, managed care organizations, hospitals, medical centers, reference laboratories, home health agencies, blood banks, imaging centers, pharmacies, pharmaceutical manufacturers, employers, governments, and public health organizations. The company was founded in 1979 and is headquartered in North Kansas City, Missouri.Best Healthcare Stocks 2012:Humana Inc. (HUM)
Humana Inc. offers various health and supplemental benefit plans in the United States. Its Government segment consists of beneficiaries of government benefit programs; and operates in three lines of businesses, including Medicare, Military, and Medicaid. The Medicare program provides hospital and medical insurance benefits to persons of age 65 and over and some disabled persons under the age of 65. The Military program offers health insurance coverage to the dependents of duty military personnel, and to retired military personnel and their dependents. The Medicaid program is a federal program that is state-operated to facilitate the delivery of health care services primarily to low-income residents. The Commercial segment consists of members enrolled in its medical and specialty products marketed to employer groups and individuals. This segment provides health maintenance organization products that offer prepaid health insurance coverage to its members through a network of independent primary care physicians, specialty physicians, and other health care providers; preferred provider organization products, which are offered primarily to employer groups and individuals; and administrative services only products that are provided to employers who self-insure their employee health plans. It also offers various specialty products, including dental, vision, and other supplemental products, as well as disease management services. As of December 31, 2010, Humana Inc. had approximately 10.2 million members enrolled in medical benefit plans; and approximately 7.1 million members enrolled in specialty products programs. The company markets its products through various channels comprising television, radio, the Internet, telemarketing, and direct mailings. In addition, it has strategic alliances with Wal-Mart Stores, Inc.; State Farm; and United Services Automobile Association to market its products. The company was founded in 1961 and is headquartered in Louisville, Kentucky.Advisors' Opinion:
By Ken Sweet At 2011-9-1
While investors typically don't think of healthcare stocks as a hot sector, managed care provider Humana (HUM) is this year's fifth-best performing stock on the S&P 500.
Humana shares have rallied following a series of stronger-than-expected earnings reports and improved company guidance.
Humana also got a boost after winning a major government contract to manage the healthcare policies for some 3 million servicemen and women under the Defense Department's TRICARE program.
Humana shares were also helped by broad investor interest in more defensive stocks in recent months, particularly as economic data has soured.
Best Healthcare Stocks 2012:Novartis AG (NVS)
Novartis AG, through its subsidiaries, engages in the research, development, manufacture, and marketing of healthcare products worldwide. Its Pharmaceuticals division offers prescription medicines in various therapeutic areas, including cardiovascular and metabolism; oncology; neuroscience and ophthalmics; respiratory; integrated hospital care; and other additional products. The company?s Vaccines and Diagnostics division provides preventive vaccines and diagnostic tools. This division sells influenza, meningococcal, pediatric, and traveler vaccines; and blood testing and molecular diagnostics to prevent the spread of infectious diseases. Its Sandoz division provides prescription medicines, as well as pharmaceutical and biotechnological active substances. This division offers active ingredients and finished dosage forms of medicines; active pharmaceutical ingredients and intermediates, primarily antibiotics; protein or biotechnology-based products; and cytotoxic products, as well as provides biotech manufacturing services to other companies. The company?s Consumer Health division consists of three business units: over-the-counter medicines (OTC), Animal Health, and CIBA Vision. OTC unit offers readily available consumer medicines. Animal Health unit provides veterinary products for farm and companion animals. CIBA Vision unit manufactures contact lenses and lens care products. It has strategic partnership with Lonza, a Swiss pharmaceuticals manufacturing company; and a research collaboration agreement with BioVista LLC. The company was founded in 1895 and is headquartered in Basel, Switzerland.Best Healthcare Stocks 2012:ResMed Inc. (RMD)
ResMed Inc., through its subsidiaries, engages in the development, manufacture, and distribution of medical equipment for treating, diagnosing, and managing sleep-disordered breathing and other respiratory disorders. Its product portfolio for the treatment of obstructive sleep apnea and other forms of sleep-disordered breathing include airflow generators, diagnostic products, mask systems, headgear, and other accessories, including cold passover humidifiers, carry bags, and breathing circuits, as well as ventilation products. The company also offers data communications and data control products, such as ResLink, ResControl, ResControl II, TxControl, ResScan, and ResTraxx modules that facilitate the transfer of data and other information to and from the flow generators. It distributes its products through a network of distributors, independent manufacturers, representatives, and direct sales force primarily in the United States, Germany, France, the United Kingdom, Switzerland, Australia, Norway, and Sweden. The company was founded in 1989 and is based in San Diego, California.Best Healthcare Stocks 2012:Shire plc (SHPGY)
Shire plc, a specialty biopharmaceutical company, engages in the research and development, manufacture, sale, and distribution of pharmaceutical products. It operates in two segments, Specialty Pharmaceuticals and Human Genetic Therapies. The Specialty Pharmaceuticals segment offers products for the treatment of attention deficit and hyperactivity disorder, including VYVANSE, a pro-drug stimulant; INTUNIV, an alpha-2A receptor; EQUASYM; and ADDERALL XR. It also produces PENTASA and LIALDA/MEZAVANT for the treatment of active ulcerative colitis; and RESOLOR, which is 5-HT4 receptor agonist that stimulates gastrointestinal motility. In addition, this segment provides FOSRENOL for use in end-stage renal failure patients receiving dialysis; CALCICHEW, a range of calcium and calcium/vitamin D3 supplements; CARBATROL, an anti-convulsant for individuals with epilepsy; REMINYL/REMINYL XL for the symptomatic treatment of dementia of the Alzheimer type; and XAGRID for the reduction of elevated platelet counts, as well as for the treatment of thrombocythemia. The Human Genetic Therapies segment offers REPLAGAL for Fabry disease; ELAPRASE for the treatment of hunter syndrome; FIRAZYR for hereditary angioedema; and VPRIV for the treatment of type 1 Gaucher disease. The company also licenses its patented antiviral products for human immunodeficiency virus and Hepatitis B. In addition, it is developing various products in the areas of attention deficit hyperactivity disorder, human genetic therapies, and gastrointestinal diseases, as well as in other therapeutic areas. The company markets its products through distributors in North America, the Republic of Ireland, the United Kingdom, and internationally. It has collaboration agreements with Santaris Pharma A/S, Renovo Limited, and Acceleron Pharma, Inc. Shire plc was founded in 1986 and is based in Dublin, Ireland.Best Healthcare Stocks 2012:C.R. Bard Inc. (BCR)
C. R. Bard, Inc., together with its subsidiaries, engages in the design, manufacture, packaging, distribution, and sale of medical, surgical, diagnostic, and patient care devices worldwide. It offers vascular, urology, oncology, and surgical specialty products. The company?s vascular products include percutaneous transluminal angioplasty catheters, chronic total occlusions catheters, guidewires, introducers, and accessories; peripheral vascular stents and stent grafts, vena cava filters, and biopsy devices; electrophysiology products, such as electrophysiology laboratory systems and diagnostic, therapeutic, and temporary pacing electrode catheters; and fabrics, meshes, and implantable vascular grafts. Its urology products comprise infection control Foley catheters to reduce the rate of urinary tract infections; surgical slings to treat stress urinary incontinence; fecal incontinence products; natural and synthetic devices to treat pelvic floor and vaginal prolapse; brachytherapy services, devices, and radioactive seeds to treat prostate cancer; intermittent urinary drainage catheters, and urine monitoring and collection systems; ureteral stents; specialty devices for ureteroscopic procedures and stone removal; and catheter stabilization devices. The company?s oncology products consist of specialty vascular access catheters and ports, vascular access ultrasound devices, dialysis access catheters, and enteral feeding devices to treat and manage various cancers, and other diseases and disorders. Its surgical specialty products include implanted patches and fixation systems for hernia and other soft tissue repairs; irrigation devices for orthopedic, laparoscopic, and gynecological procedures; and products for topical hemostasis. C. R. Bard sells its products directly and through distributors to hospitals, individual health care professionals, extended care facilities, and alternate site facilities. The company was founded in 1907 and is based in Murray Hill, New Jersey.Related Articles:Rite Aid Shares Popped - What You Need to Know
Best Wall St. Stocks Today: MWE
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