Thursday, April 27, 2006
'Epidemic Proportions'
HWAY (HEALTHWAYS, INC. )
MATR (MATRIA HEALTHCARE, INC. )
A very special show tonight!
"Today, Cramer wants to focus on just one thing. We need to talk about
the diabetes epidemic.
It's not just in America any more. P. 6 of the financial times - talking
about how the Europeans have a problem too.
America no longer has a monopoly on obesity either!
Toda y I want to try to break down the best ways for you to try to make
mad money off of diabetes.
We're going to do it two ways. First, maintenance and monitoring of
the disease, and then I’m going to crown a new, most-favored-by-Cramer
diabetes drug!
Let's invest in a sector that Wall Street is missing: diabetes drugs.
The two names i like for diabetes maintenance are Healthways (HWAY)
and Matria (MATR)!
These companies are not pure plays on diabetes, but they've got a lot
of exposure.
HWAY is the biggest pure play disease management co. In the country!
MATR is just too cheap! The stock lost a third of its value in less
than two months.
The bottom line! The disease management business should be raking it
in off of diabetes! You can play it with best of breed and buy HWAY,
or you can buy MATR. It isn't as good, but it deserves to be trading
a lot higher than it is now."
