health care stocks

As the economic recovery takes hold and the investing landscape shifts again, it's important to adjust your investment strategy to take advantage of the new opportunities. Here are 11 areas experts think you should consider putting your money into right now.

From Jan. 10 to 13, thousands of investment pros and corporate chiefs flocked to the St. Francis Hotel for standing-room-only annual health care conference hosted by JPMorgan Chase. But two other, smaller but just as interesting conferences occur at the same time.

The difficult U.S. economy has worn down a lot of the competition in the physical therapy business, but U.S. Physical Therapy continues to perform robustly. It's the third-largest operator -- and the only publicly traded pure play in outpatient physical therapy services.

General Electric announced today it would shell out $587 million for Clarient, a maker of cancer diagnostic solutions. Clarient shares have soared 33% on the news.

With some wild swings, Tenet's stock has slumped to below $5 from its 52-week high of $6.46 in March. A controversial takeover bid is partly to blame. But the slide looks like an opportunity to get in on a good health care play.

As hyperactive and reactive as markets can be, sometimes they get it right. Witness Monday's relief rally after the House voted to overhaul health insurance. The major averages enjoyed vigorous gains, led for much of the session by, yes, the health care sector.

Up 50 percent since March 2009, can the Dow keep rising? "We will hit 14,000, perhaps not in a year, but probably in a couple of years," says Robert Doll, global chief investment officer at giant asset manager BlackRock. Here's his thinking.

The onset of H1N1 flu season and the coming health-care reforms are putting health insurers -- and their latest quarterly reports -- in the spotlight. With the exception of Aetna (AET), most insurers' shares have dropped as investors worry about potential fallout of reform and from rising swine...