Core Insights - Wall Street has begun a significant earnings week, with the stock market reaching new all-time highs, prompting discussions on investment strategies in a strong bull market [1][2] Group 1: Market Overview - The stock market is experiencing a rally, with some investors hesitant to buy at new highs, potentially missing out on opportunities [1] - Approximately 200 stocks in the S&P 500 are down year-to-date, indicating not all stocks are participating in the rally [2] Group 2: Investment Strategy - Investors are encouraged to consider buying stocks that are climbing, particularly those with strong upward earnings revisions, categorized as Zacks Rank 1 (Strong Buys) [2][3] - A screening method has been developed to identify top momentum stocks, focusing on those within 20% of their 52-week highs and ensuring value through PEG and Price to Sales ratios [4][8] Group 3: Company Spotlight - Universal Health Services (UHS) - Universal Health Services, Inc. is highlighted as a strong buy, being one of the largest providers of hospital and healthcare services in the U.S. [5][6] - UHS has shown steady growth, with a significant Q3 report indicating upward earnings revisions, earning it a Zacks Rank 1 [9] - The company is projected to grow adjusted earnings per share (EPS) by 24% in 2025 and 7% in the following year, following a 50% growth in 2025 [10] - UHS stock has increased by 21% in 2025 and 90% over the past three years, outperforming its industry [13] - The stock trades at a 15% discount to its industry and 52% below its average Zacks price target, suggesting further growth potential [14]

Core Viewpoint - InfuSystem Holdings, Inc. is set to release its third quarter 2025 financial results on November 4, 2025, before the market opens, followed by a conference call to discuss these results [1][2]. Company Overview - InfuSystem Holdings, Inc. is a leading national health care service provider that facilitates outpatient care for durable medical equipment manufacturers and health care providers [4]. - The company operates under a two-platform model: - The first platform, Patient Services, focuses on providing last-mile solutions for clinic-to-home healthcare, particularly in Oncology, Pain Management, and Wound Therapy [4]. - The second platform, Device Solutions, supports Patient Services and includes direct payer rentals, pump and consumable sales, and biomedical services and repair [4]. - InfuSystem is headquartered in Rochester Hills, Michigan, and has Centers of Excellence in multiple states and Ontario, Canada [4].

Core Insights - Healthcare Services Group, Inc. (HCSG) provides management, administrative, and operational services to the healthcare industry, focusing on housekeeping, laundry, linen, facility maintenance, and dietary services [1] Financial Performance - HCSG's recent earnings report showed earnings per share of $0.23, exceeding the consensus estimate of $0.21 [3] - The company's quarterly revenue reached $464.34 million, surpassing analysts' expectations of $460.36 million, representing an 8.5% increase compared to the same period last year [3] - Net income according to GAAP increased to nearly $43 million, more than threefold from $14 million reported in the same quarter last year, with $0.36 of per-share earnings attributed to an employee retention credit [4] Market Outlook - UBS set a price target of $22 for HCSG, indicating a potential increase of approximately 16.71% from its current price of $18.85 [2][6] - Despite the positive earnings report, Weiss Ratings maintained a "hold (c-)" rating on the stock, which is currently priced at $18.93 with a market capitalization of approximately $1.37 billion [5]

Core Viewpoint - Rosen Law Firm is reminding purchasers of Semler Scientific, Inc. securities about the lead plaintiff deadline for a securities class action lawsuit, emphasizing the potential for compensation without upfront costs for eligible investors [1][2]. Group 1: Class Action Details - The class action pertains to securities purchased between March 10, 2021, and April 15, 2025, with a lead plaintiff deadline set for October 28, 2025 [1]. - Investors who wish to join the class action can do so through a provided link or by contacting the firm directly [3][6]. - A class action lawsuit has already been filed, and interested parties must act by the specified deadline to serve as lead plaintiff [3]. Group 2: Legal Background - The lawsuit alleges that Semler Scientific made materially false and misleading statements and failed to disclose a significant investigation by the U.S. Department of Justice regarding violations of the False Claims Act [5]. - The claims suggest that the defendants' public statements were misleading, leading to investor damages when the true information became public [5]. Group 3: Rosen Law Firm's Credentials - Rosen Law Firm has a strong track record in securities class actions, having achieved significant settlements, including the largest against a Chinese company at the time [4]. - The firm has been consistently ranked among the top firms for securities class action settlements and has recovered hundreds of millions for investors [4].

Core Insights - McKesson (MCK) is valued at $100.9 billion and operates in healthcare services and information technology across four segments [1] - The stock has shown strong technical momentum, gaining 9.12% since a "Buy" signal was issued on September 23 [2] - McKesson has reached an all-time high of $811.86 in intraday trading on October 27 [4] - The stock has a 100% "Buy" opinion from Barchart, with shares up nearly 60% over the past year [6] - Analyst sentiment is positive, with price targets reaching up to $984 despite some valuation concerns [6] Technical Indicators - McKesson has a Weighted Alpha of +52.53 and a Relative Strength Index (RSI) of 70.21 [7] - The stock recently traded at $810.29, with a 50-day moving average of $734.34 [7] - There is a technical support level around $803.12 [7] Financial Projections - Revenue is projected to grow by 13.88% this year and an additional 8.26% next year [8] - Earnings are estimated to increase by 16.00% this year and another 13.37% next year [8]

Core Insights - Three stocks with strong growth characteristics and buy ranks are highlighted for investors: Universal Health Services, Micron Technology, and Skillsoft [1][2][3] Company Summaries - **Universal Health Services (UHS)**: - Operates acute care hospitals, behavioral health centers, surgical hospitals, ambulatory surgery centers, and radiation oncology centers - Holds a Zacks Rank 1 (Strong Buy) - Zacks Consensus Estimate for current year earnings increased by 0.7% over the last 60 days - PEG ratio of 0.86 compared to the industry average of 1.02 - Growth Score of A [1][2] - **Micron Technology (MU)**: - A leading provider of semiconductor memory solutions - Holds a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 24.3% over the last 60 days - PEG ratio of 0.48 compared to the industry average of 1.32 - Growth Score of A [2] - **Skillsoft (SKIL)**: - Provides digital learning, training, and talent solutions - Holds a Zacks Rank 1 - Zacks Consensus Estimate for current year earnings increased by 240.9% over the last 60 days - PEG ratio of 0.49 compared to the industry average of 0.88 - Growth Score of B [3]

Core Viewpoint - Auna S.A., a Latin American healthcare company, is planning to offer senior secured notes in a private offering to qualified institutional buyers under Rule 144A of the Securities Act of 1933 [1] Group 1 - Auna S.A. operates in Mexico, Peru, and Colombia [1] - The company is collaborating with Oncosalud S.A.C. as co-issuers for the offering of the notes [1]

Core Insights - A guilty plea in a Medicaid fraud case highlights significant healthcare scams costing U.S. taxpayers billions [1] - The fraud involved billing Medicaid for services that were never provided, with one individual admitting to $1.2 million in fraudulent claims [1][2] - The U.S. Department of Justice estimates healthcare fraud costs Americans approximately $100 billion annually, while other estimates suggest it could be as high as $300 billion [3][4] Group 1: Fraud Details - Anwar Adow, through his company Liberty Plus LLC, fraudulently billed Medicaid for care not provided, exploiting the Housing Stabilization Services program [1][2] - Adow's actions included drawing vulnerable clients into the scam to collect personal information for fraudulent billing [2][3] - His brother, Asad Adow, is also implicated, accused of defrauding $2.7 million from Medicaid [3] Group 2: Impact on Healthcare Programs - The scale of fraud has led to the termination of the Housing Stabilization Services program due to widespread abuse [3] - The acting U.S. Attorney emphasized that the current system of oversight is failing, allowing fraud to overshadow legitimate services [2] Group 3: Financial Implications - The U.S. Department of Justice's estimate of $100 billion in annual healthcare fraud is considered conservative, with some experts suggesting the true cost could be significantly higher [3][4] - The National Health Care Anti-Fraud Association estimates that healthcare fraud constitutes 3% to 10% of national health expenditures, translating to around $300 billion annually [4]

Core Viewpoint - Marex Group PLC is facing a class action lawsuit for allegedly misleading investors about its revenue projections and inflating its financial metrics through improper transactions [2][3]. Group 1: Company Overview - Marex Group PLC is a U.K.-based diversified global financial services platform listed on NASDAQ under the ticker MRX [1]. Group 2: Legal Allegations - The lawsuit claims that Marex Group failed to disclose that it improperly inflated its cash flow, revenues, assets, and profits in its Market Making segment through off-book intercompany transactions [3]. - As a result of these alleged actions, investors who sold short Marex Group securities during the class period have reportedly suffered significant losses [3]. Group 3: Class Action Participation - Shareholders who wish to serve as lead plaintiffs in the class action must submit their papers to the court by December 8, 2025 [4]. - Participation in the class action is not mandatory for recovery; shareholders can remain absent class members if they choose not to take action [4]. Group 4: Legal Representation - Robbins LLP, a firm specializing in shareholder rights litigation, is representing the class action on a contingency fee basis, meaning shareholders pay no fees or expenses unless there is a recovery [5].

meeting. Joining us here at Post9 is DWS Group, America's CIO, David Biano. David, thanks for coming in.>> Carl, thanks. >> Interesting action today in that we basically jumped up 60 points and it barely budged in the first couple hours. >> Yeah, it's uh looking like a great October, right.A treat. Um earning season's going well so far. Expecting it to go well for the rest of this week when we get 40% of S&P profits reported.But a day like today, again, the tech, the chip names are stealing everybody's inte ...