(GuruFocus, December 2, 2009) On the eve of senate debating and voting on a major healthcare reform bill, CNBC brought out our favorite Investment Guru, interviewed by my favorite reporter.
Bruce Berkowitz is very heavy with healthcare sector. GuruFocus data show that as of September 30, a hefty 36.4 percent of his stocks money is invested in Health Care related stocks. Followed by financials (31.1%) and consumer services (21.8%):
Specifically, here are the Health Care names that Berkowitz bet his fund’s money on:
|Symbol||Price ($)||Number of Shares||Weighting(%)||Change from the 2Q09(%)||% of Company|
A brief survey of these companies:
Humana, Inc. (HUM)
Humana, Inc. is a health services company that facilitates the delivery of health care services through networks of providers to its medical members. Humana Inc. has a market cap of $7.22 billion; its shares were traded at around $42.54 with a P/E ratio of 7.4 and P/S ratio of 0.2. Humana Inc. had an annual average earning growth of 18.7% over the past 10 years. GuruFocus rated Humana Inc. the business predictability rank of 3-star.
WellPoint, Inc. (WLP)
WellPoint, Inc. is the largest publicly traded commercial health benefits company in terms of membership in the United States. Wellpoint Inc. has a market cap of $25.94 billion; its shares were traded at around $54.61 with a P/E ratio of 8.9 and P/S ratio of 0.4. Wellpoint Inc. had an annual average earning growth of 20.8% over the past 5 years.
WellCare Health Plans, Inc. (WCG)
WellCare Health Plans, Inc. provides managed care services targeted exclusively to government-sponsored healthcare programs, focusing on Medicaid and Medicare. WellCare provides high-quality, affordable healthcare services to members in Florida, New York, Connecticut, Illinois and Indiana. Wellcare Health Plans Inc. has a market cap of $1.5 billion; its shares were traded at around $35.31 with a P/E ratio of 28.4 and P/S ratio of 0.2.
Pfizer Inc (PFE)
Pfizer Inc is a research-based, global pharmaceutical company. Pfizer Inc has a market cap of $126.48 billion; its shares were traded at around $18.74 with a P/E ratio of 8.5 and P/S ratio of 2.6. The dividend yield of Pfizer Inc stocks is 3.4%. Pfizer Inc had an annual average earning growth of 11% over the past 10 years.
Forest Laboratories, Inc. (FRX)
Forest Laboratories, Inc. and its subsidiaries develop, manufacture and sell both branded and generic forms of ethical drug products. Forest Laboratories Inc. has a market cap of $9.52 billion; its shares were traded at around $31.56 with a P/E ratio of 9 and P/S ratio of 2.4. Forest Laboratories Inc. had an annual average earning growth of 30.7% over the past 10 years. GuruFocus rated Forest Laboratories Inc. the business predictability rank of 2-star.[
Bristol-Myers Squibb Company (BMY)
Bristol-Myers Squibb Company is a global leader in the research and development of drugs. Bristolmyers Squibb Company has a market cap of $49.07 billion; its shares were traded at around $24.77 with a P/E ratio of 12.3 and P/S ratio of 2.3. The dividend yield of Bristolmyers Squibb Company stocks is 5%.
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