Insights from Mizuho Americas
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Category: Research
Analysis of Politics & Data: Why You Should NOT Buy Hospitals
When the right answer to the question, "What will happen to the ACA, Medicaid and Medicare?' is we don't and can't know, we see it as dangerous ground for investing
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Category: Research
Mizuho Healthcare Team: Guide to Investing for Election 2016
Mizuho's Healthcare Team has collaborated to update our January work showing that healthcare outperforms post-election when gridlock reigns, and give our joint view of the best ways to play the possible outcomes
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Category: Trends
Thought Leaders: Mizuho Healthcare Services Team Questions Whether Companies Have Over-Adjusted Earnings
Are adjusted earnings too adjusted? According to Mizuho, the lines are uncomfortably blurred to say the least
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Category: Research
Has "Adjusted EPS" Become Too Adjusted? The SEC Thinks So
The SEC is more focused on the excessive use of non-GAAP reporting measures given the recent C&DIs on the subject, and so are we
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Category: Expert Opinions
Specialty Pharmaceutical Landscape: Q&A with Irina Koffler
Irina Koffler joined Mizuho as Managing Director and senior specialty pharmaceutical research analyst in 2015
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Category: Research
Ties that Bind: How HCA's Big Data Transforms Care
A data set by itself, even if as extensive as HCA's, is useless unless knowledge from analysis of that data is tightly bound to process change. We learned that, and a lot more, at the MSUSA Big Data Day at HCA at the company yesterday.
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Category: Research
UC Irvine 2016 Insights: Watch the Regulation, Not the Legislation
If we had to pick one conference to attend each year, the UCI HC Forecast Conference would be it
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Category: Research
An Examination of Hospital Valuation Methods
Valuation is perhaps the most difficult and delicate art practiced by analysts and investors
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Category: Research
Historical Healthcare Performance, Election Years and 2016 Top Picks
Most investors would agree that elections matter to the performance of healthcare services stocks