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Hologic (HOLX) is one of our top long ideas for 2013 as the company’s long-term growth prospects outweigh potential near-term weakness.  Longer-term, the company could be one of the stronger beneficiaries from the Affordable Care Act beginning in 2014 from a growing pool of newly-insured individuals.  Those bulk of these individuals will be in the 18 to 64 age group, which utilizes women’s healthcare (HOLX’s core market) more than most other healthcare services. In the near-term, we’re concerned about a potential slowdown in utilization and the lingering effects of Hurricane Sandy. However, both of these factors are temporary in nature.

HOLX: Healing America - HOLX   MQSA Facilities   Unit Growth   4Q12

HOLX: Healing America - HOLX   Tomo Tracker 12 15 12