hca. this darn stock still sells at a daunt to the s&p 500.hat's prepose triers, same as the rams. sure, they've been kind of roaring with the hospital stocks, but crucially, because this is your portfolio of defense, they'll keep running regardless of how the economy is doing. hca is the largest for-profit hospital chain in the country, 165 hoptsds. it's not just a shutdown defense. i think it's going to score for you, which is truly what you must get out of a defense in a fantasy or reality portfolio of player. the quarter, my, it was fantastic. i think it will only get better from here. next up, you need a kicker. a lot of people don't think kickers are that important. in a tight game, a good kicker with a strong special teams could be the difference between a win and a loss. who makes a good kicker. here i like the natural and organic plays that consistently make the numbers. this is -- and while the natural and organic supermarkets are facing way too much competition from the likes of kroger, or even walmart, for the companies that actual

and it's remarkable, anything hospital, tenant, hca, go to from here to year end. at the beginning of september, what to go to. same goes for cvs, and sicigna. and two others, i think parago and malencrod. as we head into cold and flu season, and the quest core deal coming online, i think the bears are rolling. regeneron and others are the best ways to play drugs. i think the drug they announced this week that lowers the cholesterol could make it go for ages. it's the first 360 points. i hope you bought it ahead of the new drugs announcement, i pretty much hit it every day. what am i going to tell you? terrific big cap stocks that are about avoiding europe. oil got hit today, led to an amazing rally in the transports. don't trust the whole group. do like spirit air and southwest, more price sensitive. rails, they can't handle the freight they have. union pacific for autos, fracking sand and chemicals, or norfolk southern for the coal market. and i like automatic data processing as a play on the continued return to job growth. waste management could see gains becaus

new and improved version of that exact company back to the public for a nice profit like they did at hcalike they did at dollar general. here's the problem. right now there aren't very many american companies that would make good leverage buyout targets. not only are stocks more expensive but most public companies have been cutting costs so long that they're now at peak levels. aren't a lot of opportunities for operational improvements from a private equity firm buys one of them. lately they even had to pony up more cash to do their deals and the leverage buyout business the key performance me trick is what's known as the internal rate of return you're going to hear it as irr. all these firms are looking for companies that can give them a descent irr but in a recent really excellent research report they found that only 60 companies in their entire coverage universe excludeing the financials could generate an internal rate of return greater than 15%. 15% given the risk isn't all that great. just listen to what some of the top private equity player hearsay to say about the value lag la --

if we ha an iformatn wth oayrill wtso o h scolnd sehaisaeng with suenon then hca g an ok at t ca schlnd seehat i los loon this area a whave abaseline >> thankou gsshe ohiha struck b by t lstanel w thidf tig doe't ar--idn't stt i scolrit? thfitstte lst evin on twitt bauveboas img nd schls the place where dseet and settlet ceo-ce d athat mea -e sotimes. sometimes theyeet u io e nehbho and settle it teal iue f school administrators and teachers out havg conction an being ab to have those relatishs so the eher are the twitter feed orhere osengh to smetudent in thbuildi orheir pant who fi obt i andhey get the iormation earli enough that th c interve. it really mean tir job has becomeha muc m difficult but also that blding tho eat relaonipis muchor pamot cause without em they willeret the informatio ty eedhih nes the seconoint and b,ou started tking aut the work of theupportiv school discipline initiative can give us yr inn, d then wl k sah, a u ok at theor ove t st couple yes, wat im terest i is why this fits in a cveatnbo bullyi? at is e conneio a i think raeai audo is ia ofouno wh,e . ttae

. >> you talk about sprint, nextel, chrysler group, hca, these are all -- hj heinz. it doesn't matter. if they are leveraged, they get sold if there are redemptions. maybe that's part of the trade. dick fisher was saying this is the area that is also the most vulnerable. this is the bubble. people want to call the internet a bubble. a lot of people saying there are multiple bubbles and they are all being -- one week ago we had alibaba. that is an ironic bubble "usa today" is talking about. what i urge to do is balance things between nike, nike being the proxy or metaphor for business in the world versus europe, where business is really fabulous. this pimco story versus the fact we actually want rates to go up a little because then the market at least is making sense. the cross currents are amazing. bill gross iconic figure. bonds, not so iconic. >> people are trying to short the market furiously. they don't know how to do it. >> they assume there will be redemptions. we see that a lot with hedge funds. maynor markets trying to recover from the worst day in almost two

hca is doing better in states that have expanded medicaid than in states that have not. while it's a fine company, does not leave the world. so if they are doing better enough to make a substantial difference on their bottom line, just think at the nonprofit hospitals. i think there's overwhelming support in the health care establishment and the chambers of commerce are in a a different place than they were 30, 40, 50 years ago, so i have hope. got to have hope. >> i think if that was the last question, we'll thank or speakers very much for giving a great session. hopefully you found this useful and we'll be trying to have more health policy seminars in the future. thank you very much for coming. >>> the o 2015 student video competition is underway. open to students to great a 5 to 7 minute documentary on the kw the three branches and you." shows how the branchs have affected you or your community. there's 200 cash prizes totaling $100,000. for the list of rules and how to get started, go to studentcam.org. >>> next a discussion of what immigration should look like. spec

jonathan, the former under secretary health, and now the chief medical officer at hca, one of the largest medical providers in the country, helped us lay out this blueprint. themes, 10 essential strategies, to help us simultaneously import the performance -- improve the performance at v.a. health care now, develop a positive culture, transition from sick care to health care, and develop efficient, transparent, accountable, agile business and management processes. and to increase timely access to care, we are recruiting to hire more clinicians. as part of that effort, i have proposed increase in the minimum and maximum rates of annual pay for eligible v.a. positions, with more competitive salaries. better position to retain those who are performing at a high level. allill judge the success of of our efforts against a single metric, and that is veterans outcomes. we don't want to be a to meet a standard. we want v.a. recognized as the standard in providing health care and benefits. i know we can fix the problems we face. i know we can utilize this opportunity to transform v.a. to better ser

jonathan perlynn, former under secretary for health and now chief medical officer at hca, one of thelargest medical providers in the country, helped us lay out this blueprint. four broad themes, sen essential strategies, to help us simultaneously improve the performance of vha health care now, develop a positive culture, transition from sick care to health care in the broadest sense and develop efficient transparent accountable, agile business and management processes. and to increase timely access to care, we're recruiting to hire more clinicians. as part of that effort, i've proposed increases to the minimum and maximum rates for eligible va physicians and dentist. more competitive salaries we'll be in better position to track and hire more health care providers to treat veterans and in better position to retain those who are performing at a high level. we will judge the success of all of our efforts against a single metric, that's veteran outcomes. we don't want va to meet a standard. we want va recognized as the standard in providing health care and benefits. i know we can fix th