HCA Healthcare's impressive ROCE and ability to reinvest capital at high rates make it a promising stock. Further investigation into the stock is recommended.
The significant insider selling at HCA Healthcare over the past year and particularly the last three months raises caution. Despite the high level of insider ownership, the lack of recent insider purchases does not inspire confidence in the company's prospects.
$HCA医疗(HCA.US)$all the ceo ams CFO already took all the stock out, millions ans put options around 306.00 272.00, 198.00 and the lowest 48.98 option. do not listen to the meia stock
HCA Healthcare's P/E ratio is deemed reasonable, matching the market. Shareholders are confident in future earnings, supporting the current share price.
FirstBank's CEO, Chris Holmes, is confident that Johnson's expertise and proven success will guide the bank's strategic growth. Johnson is eager to work with the board to foster growth and strengthen community ties.
HCA医疗股票讨论区
Will go down to $100
CEO always meet their options on time
新增数据:23Q3,23Q4,营收连续增长,营业利润受费用增长影响Q3一度萎缩,Q4恢复增长,净利润受利息费用影响连续萎缩。
2023年营收增长7.9%,营业利润增长6.3%,基本回到2021年水平,净利润由于缺乏业务出售收益而萎缩了10.9%。事实上2021和2022年的净利润都因为业务出售而虚高。近3年净利润平均增速为11.6%。
资产负债率从100.1%下降到98.1%,净资产终于转正,现金略有增加,应收款项增加到99.6亿,比例还算正常,负债端短期借款增加较多。
现金流经营净额高于投资净额,产生一定股东盈余。
目前市盈率17.3,估值仍在合理范围内,暂时不做调整。
Burry’s top 15 positions in his portfolio according to his most recent 13f filing:
$京东(JD.US)$ : 6.11%
$HCA医疗(HCA.US)$ : 5.72%
$甲骨文(ORCL.US)$ : 5.57%
$花旗集团(C.US)$ : 5.44%
$西维斯健康(CVS.US)$ : 5.43%
$Nexstar Media Group(NXST.US)$ : 5.39%
$谷歌-A(GOOGL.US)$ : 5.17%
$Star Bulk Carriers(SBLK.US)$ : 4.95%
$亚马逊(AMZN.US)$ : 4.82%
$美高梅(MGM.US)$ : 4.72%
$Booking Holdings(BKNG.US)$ : 4.69%
$Advance Auto Parts(AAP.US)$ : 4.52%
$Warner Bros Discovery(WBD.US)$ : 4.51%...
All these stocks hit new 52 WEEK HIGHS at some point today
Walmart $沃尔玛(WMT.US)$
$美国超微公司(AMD.US)$
Costco $好市多(COST.US)$
Taiwan Semiconductor $台积电(TSM.US)$
CrowdStrike $CrowdStrike(CRWD.US)$
JPMorgan $摩根大通(JPM.US)$
Airbnb $爱彼迎(ABNB.US)$
Palantir $Palantir(PLTR.US)$
Qualcomm $高通(QCOM.US)$
Target $塔吉特(TGT.US)$
Bank of America $美国银行(BAC.US)$
Wells Fargo $富国银行(WFC.US)$
Spotify $Spotify Technology(SPOT.US)$
...
Michael Burry Portfolio
$阿里巴巴(BABA.US)$$京东(JD.US)$$HCA医疗(HCA.US)$$甲骨文(ORCL.US)$$花旗集团(C.US)$
$西维斯健康(CVS.US)$$Nexstar Media Group(NXST.US)$$谷歌-C(GOOG.US)$$Star Bulk Carriers(SBLK.US)$$亚马逊(AMZN.US)$$美高梅(MGM.US)$$Booking Holdings(BKNG.US)$$Advance Auto Parts(AAP.US)$$Warner Bros Discovery(WBD.US)$$Vital Energy(VTLE.US)$$Block(SQ.US)$$布鲁克(BRKR.US)$$Toast(TOST.US)$
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