David Shove
David Shove
brand focus higher lead patient physician rebuilding relationships restoring
Tenet can now focus on rebuilding its strained physician relationships and restoring its brand name, which should lead to higher patient volumes.
bullish companies consumers doctors earnings extremely gives happened health leads level options places products raise rising straight strong terms transition
We're pretty bullish on the sector. I mean, what's happened at a macro level is that consumers have said that straight traditional HMO products are not their products of choice. They really want a product that gives them more options in terms of doctors and places to go for their health care. The traditional HMOs then have to evolve. This leads to some rising costs; in turn, the companies raise premiums to keep up with that. Most of the companies have made this transition and are experiencing extremely strong earnings this year.