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.
$HCA醫療(HCA.US)$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醫療股票討論區
Will go down to $100
CEO always meet their options on time
新增數據:23Q3,23Q4,營收連續增長,營業利潤受費用增長影響Q3一度萎縮,Q4恢復增長,淨利潤受利息費用影響連續萎縮。
2023年營收增長7.9%,營業利潤增長6.3%,基本回到2021年水平,淨利潤由於缺乏業務出售收益而萎縮了10.9%。事實上2021和2022年的淨利潤都因爲業務出售而虛高。近3年淨利潤平均增速爲11.6%。
資產負債率從100.1%下降到98.1%,淨資產終於轉正,現金略有增加,應收款項增加到99.6億,比例還算正常,負債端短期借款增加較多。
現金流經營淨額高於投資淨額,產生一定股東盈餘。
目前市盈率17.3,估值仍在合理範圍內,暫時不做調整。
Burry’s top 15 positions in his portfolio according to his most recent 13f filing:
$京東(JD.US)$ : 6.11%
$HCA醫療(HCA.US)$ : 5.72%
$甲骨文(ORCL.US)$ : 5.57%
$花旗集團(C.US)$ : 5.44%
$西維斯健康(CVS.US)$ : 5.43%
$Nexstar Media Group(NXST.US)$ : 5.39%
$谷歌-A(GOOGL.US)$ : 5.17%
$Star Bulk Carriers(SBLK.US)$ : 4.95%
$亞馬遜(AMZN.US)$ : 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 $沃爾瑪(WMT.US)$
$美國超微公司(AMD.US)$
Costco $好市多(COST.US)$
Taiwan Semiconductor $台積電(TSM.US)$
CrowdStrike $CrowdStrike(CRWD.US)$
JPMorgan $摩根大通(JPM.US)$
Airbnb $愛彼迎(ABNB.US)$
Palantir $Palantir(PLTR.US)$
Qualcomm $高通(QCOM.US)$
Target $塔吉特(TGT.US)$
Bank of America $美國銀行(BAC.US)$
Wells Fargo $富國銀行(WFC.US)$
Spotify $Spotify Technology(SPOT.US)$
...
Michael Burry Portfolio
$阿里巴巴(BABA.US)$$京東(JD.US)$$HCA醫療(HCA.US)$$甲骨文(ORCL.US)$$花旗集團(C.US)$
$西維斯健康(CVS.US)$$Nexstar Media Group(NXST.US)$$谷歌-C(GOOG.US)$$Star Bulk Carriers(SBLK.US)$$亞馬遜(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)$$布魯克(BRKR.US)$$Toast(TOST.US)$
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