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Karen Finerman: Seeking 'Healthy' Returns

Health care has been one of the most robust sectors of the market this year and in celebration of NBCU’s Health Week the gang helps you get into the game.

Karen Finerman likes the following two names in this quest for 'healthy' returns.

Carefusion
*Global Medical Technology Company
*Offers Products in IV infusion, medical and supply dispensing

The Chairwoman likes this name as bet on improved performance. She thinks the company was undermanaged before it was spun-out from Cardinal Health. But now she feels management is operating much more efficiently. And she likes the business dynamics. “Part of their business is in disposable products to hospitals," she says. "That generates great recurring revenue and excellent margins. I think it could trade into the mid-30’s,” she adds.

Omnicare
*The Nation’s Leading Pharmaceutical Care for Seniors
*Provides Pharmaceutical Products to Nursing Homes & Hospitals
*Serves Over 1.4M Residents in 47 States & Canada

Finerman considers this play a bet on the company cutting fat. Expenses incurred by old management were “absolutely absurd,” according to the Chairwoman. “But they hired a new CEO who is excellent. It could also trade into $30,” she says.




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Trader disclosure: On May 25, 2011, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s “Fast Money” were owned by the “Fast Money” traders; Kinahan owns (AKS); Kinahan owns (CSCO), is short (CSCO) calls; Kinahan owns (F), is short (F) calls; Kinahan owns (GE) is short (GE) calls; Kinahan owns (MSFT) is short (MSFT) calls; Kinahan owns (NYT); Kinahan is short (SLV) through multiple options; Kinahan owns (YHOO); Adami owns (AGu); Adami owns (C); Adami owns (GS); Adami owns (INTC); Adami owns (MSFT); Adami owns (NUE); Adami owns (BTU); Terranova owns (XOM); Terranova owns (KSS); Terranova owns (CVI); Terranova owns (OXY); Terranova owns (TM); Terranova owns (BJ); Terranova owns (DIS); Terranova owns (PFE); Terranova owns (V); Terranova owns (HPQ); Terranova owns (FLX); Terranova owns (JPM); Terranova owns (MCD); Terranova owns (PEP); Terranova owns (VRTS); Terranova is short (DELL); Finerman and Finerman's firm own (AAPL);Finerman's Firm owns (BP); Finerman's Firm owns (CAT) calls; Finerman owns (C); Finerman's Firm owns (IBM); Finerman and Finerman's Firm own (JPM); Finerman's Firm owns (JPM) Leaps; Finerman and Finerman's Firm own (MSFT); Finerman's Firm owns (TGT); Finerman owns (UNG); Finerman owns (USO); Finerman's Firm is short (IWM), (SPY); Finermna's Firm owns S&P 500 Puts; Finerman's Firm owns Russell 2000 Puts


For Joe Terranova
Terranova is Chief Market Strategist of Virtus Investment Partners, LTD
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