PHM vs HLTH Posters like to compare CRH and HLTH ( once NHC), however another comparision that has been made is PHM vs HLTH (once NHC)......both are in the health care sector, both are growth by acquisition stories, both have seen their day in the sun...with huge gains in the past...both have had management screw things up ....both have had analysts/institutions as well as BNN guests (such as Bruce Campbell from StoneCastle Investment Management) give them buy ratings and top picks in the past.
Interesting to note as of late, how PHM with all of its previous problems is starting to see some new life and in fact Bruce Campbell has made it his top pick again. The story is that with a change in management the company's operations/financials have improved recently and the company is showing new life...hopefully the new CFO is the first step in seeing a new story unfolds for HLTH