Commentary

09 Jan

History suggests small caps will soon outperform large caps

We have one mission at InFocus Capital Partners – help our clients optimize their relationships with their current and potential stakeholders. We do this by leveraging our experience, capabilities, credibility, and tools to serve as a trusted finance strategy advisor on retained engagements to high quality public and private companies of significance. Please contact me directly to initiate a potential retained client discussion. Say what one might about President Trump’s personality (I prefer humbler softer spoken people, but that’s me), but his [...]

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18 Jul

Value Based Healthcare Is Here and Will Improve Outcomes at Lower Cost

The American spirit is alive, well and productive and that will ultimately provide the nation’s solution for healthcare. Behind the scenes and out of the limelight, things are happening that will lower the cost of healthcare while, at the same time, improving quality. This note focuses on one of these things, which actually results from a marriage of the Affordable Care Act (ACA, or “Obamacare”) and technology. I’m speaking of value based healthcare – essentially insurance companies and the government (Medicare) [...]

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04 Apr

New White House proposal would put 4-12 million Americans at risk

According to news reports, today, Vice President Pence and other White House officials presented an idea to a Freedom Caucus meeting to allow states to choose to apply for waivers to repeal two ACA regulations. Those two regulations detail ACA’s essential health benefits, which mandate which health services insurers must cover, and “community rating,” which prevents insurers from charging people with pre-existing conditions higher premiums. So, under the White House proposal, insurance companies could charge Americans with pre- existing conditions as [...]

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16 Mar

HHS Budget Cuts – Too Early To Draw Conclusions

InFocus Capital Partners, LLC is well positioned to help high quality private and public companies Be Understood, Be Seen, and Stay in Focus.  We are engaged by client companies to serve as a trusted advisor on matters related to investor relations and finance.  On select client companies, we write institutional-quality informational reports and timely updates.  We then do extensive and targeted report distribution to over 500,000 institutional investors and corporations.  We believe high visibility of a well understood story [...]

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06 Mar

American Health Care Act Introduced

InFocus Capital Partners, LLC is well positioned to help high quality private and public companies Be Understood, Be Seen, and Stay in Focus.  We are engaged by client companies to serve as a trusted advisor on all matters related to investor relations and finance.  On select client companies, we write institutional-quality informational reports and timely updates.  We then do extensive and targeted report distribution to over 500,000 institutional investors and corporations.  We believe high visibility of a well understood [...]

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03 Feb

Of WACC, ROIC, AND HEALTHCARE

InFocus Capital Partners, LLC is well positioned to help high quality private and public companies Be Understood, Be Seen, and Stay in Focus.  We believe visibility aids institutional investor and corporate relationships, valuations, liquidity, corporate development, new hire activity, and employee morale.  If your company, private or public, would benefit from increased recognition amongst high quality institutional investors and corporations contact us – we can help.  Think of WACC, or weighted average cost of capital, as the fee a firm [...]

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30 Jan

Healthcare stocks could broadly rise significantly post tweet

InFocus Capital Partners, LLC is well positioned to help high quality private and public companies Be Understood, Be Seen, and Stay in Focus.  We believe visibility aids institutional investor and corporate relationships, valuations, liquidity, corporate development, new hire activity, and employee morale.  If your company, private or public, would benefit from increased recognition amongst high quality institutional investors and corporations contact us – we can help.  As we gear up for President Trump’s anticipated tweet to usher in our activist [...]

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09 Jan

Unless you live in Ohio, get used to paying for supplemental education.

InFocus Capital Partners, LLC is well positioned to help high quality private and public companies Be Understood, Be Seen, and Stay InFocus.  We believe visibility aids institutional investor and corporate relationships, valuations, liquidity, corporate development, new hire activity, and employee morale.  If your company, private or public, would benefit from increased recognition amongst high quality institutional investors and corporations contact us – we can help.  From what I’ve seen as an educator, I believe our nation’s school system, developed of [...]

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04 Jan

Obamacare Repeal and Replace Coming – You May Be Better Off In A Red State

Soon, we will learn if soon-to-be President Trump and the Republican Congress follow through on their vow to quickly repeal and replace Obamacare (the Affordable Care Act or ACA).  I admit to a bias here.  I simply do not see how bureaucrats in Washington, D.C. could ever manage our nation’s healthcare insurance infrastructure as well or better compared to a competitive marketplace.  So, for the nation’s benefit, please Repeal and Replace.  But, replace with what?  That’s the rub.  Politics [...]

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11 Dec

Our students are falling behind, but we expect a renaissance in new education solutions.  InFocus Capital Partners can help.

InFocus Capital Partners, LLC is well positioned to help high quality private and public companies Be Understood, Be Seen, and Stay InFocus.  We believe visibility aids institutional investor and corporate relationships, valuations, liquidity, corporate development, new hire activity, and employee morale.  If your company, private or public, would benefit from increased recognition amongst high quality institutional investors and corporations contact us – we can help.  I believe we tend to over complicate things.  In an effort to be diplomatic, we [...]

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