Becker Private Equity & Business Podcast
3 Healthcare Stocks That Struggled on Friday 1-25-25
Sat, 25 Jan 2025
In this episode, Scott Becker examines the struggles of major healthcare stocks like HCA, Universal Health Services, and Intuitive Surgical amid concerns over healthcare reimbursement and cost containment.
Chapter 1: What are the healthcare stocks struggling on Friday?
This is Scott Becker with the Becker's Private Equity and Business Podcast. We try each day to teach, to entertain, make sure that we're learning, that you're learning something and a lot more. We're going to talk today really about Three health care stocks that are struggling on Friday. And you'll be listening to this on Saturday. But to give you a sense, there's a few things going on.
Chapter 2: What concerns are affecting healthcare budgets?
There's great concerns in D.C. about what's going to happen to health care budgets, health care reimbursement, the longer tail of cost and whether there will be cost cutting or cost containment through the Trump administration. This is weighing negatively on a couple of the big hospital health system stocks.
Chapter 3: How much are HCA, Universal Health Services, and Intuitive Surgical down?
So we're seeing today, and this is Friday, but you'll be listening to this on Saturday, HCA is down about 3.5%. Universal Health Services is down 3.5%. Intuitive Surgical is also down about 3.66%. Even though they had fairly good earnings, fairly good revenues,
Chapter 4: What challenges are facing the healthcare reimbursement landscape?
There's just increased concern about what the health care reimbursement and buy-in risk is going to look like over the next couple of years. That's causing some challenges in the space. So those are three of the things we're watching currently. A couple of things that I'm watching, I've got my eyes on, which are totally separate.
The sterile labs, which is something we own individually through a spin-out of something, has had a great impact. last six months, but it's down another 4% today after being down not long ago. And one other stock that we fell closely for really the strangest of reasons, because I love their clothing, is Hanes Brands.
And I know this is ridiculous, but Hanes Brands, you get five pairs of underwear, sort of the, I know this is too much information for people, those boxer briefs, And you can get literally five or six of them for $12 or $14 or $20 at the most. And I love them. They're the most comfortable things ever. So not only the fact that I love them, their stock is down 3%.
today, but you should remember the stock's been up 94% over the last year. That's not from me so heavily investing in buying Hanes underwear and Hanes t-shirts, but I got to tell you, I love them as much as any clothing that I have. And again, I know it's not so exciting, but it is what it is. Thank you for listening to the Becker Private Equity and Business Podcast.
Always feel free to suggest episodes, suggest ideas, 773-766-5322. Thank you very, very much.
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