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It’s Time for Healthcare Stocks 2.0 (TDOC, RXMD, GDRX)

 The shift in the healthcare space over the past six months is perhaps the most striking of all for market participants, from a thematic standpoint. Make no mistake about it: necessity is the mother, father, grandparents, uncle, and aunt of invention. When you really need it, it happens. And that’s what we have in the […]

The Emerging Boom in Health Data Analytics Stocks (HCAT, MDRX, RXMD, CERN, FDS)

The current pandemic healthcare crisis deserves credit for speeding up a number of seemingly inevitable transitions – a rapid evolution – that will come to define the nature of culture and the business economy, as well as the stock market, going forward for years and years. One of these transitions is clear: the critical role […]

Pharmacy Services Back on the Radar (MDRX, WBA, RXMD, CVS)

The big step from here is an improvement and normalization in terms of our relationship with healthcare. But, because of what we have all endured through the pandemic process in recent months, and the months ahead, many changes that may have occurred in any course over coming years have suddenly happened all at once. One […]

The New Pharmacy Trade (CERN, MDRX, RXMD, RAD)

The stock market may be a bubble at this point, and investors may need to look for countercyclical or noncyclical stocks to own to weather a pullback without losing ground – and maybe taking advantage of some fresh momentum that could come from that rotation process. One of the most interesting areas of the market […]

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