Jonathan Weil
Columnist, Heard on the Street at The Wall Street Journal
Staff Reporter of The Wall Street Journal.
Articles
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4 days ago |
wsj.com | Jonathan Weil
April 20, 2025 5:30 am ETUniversal Health Services UHS 0.66%increase; green up pointing triangle has a billionaire controlling shareholder and a lucrative Medicaid cash stream. That plays into the hands of congressional Republicans eyeing large budget cuts while looking to show they aren’t just targeting the poor. The stakes, and downside risks, are enormous for UHS investors. Copyright ©2025 Dow Jones & Company, Inc. All Rights Reserved. 87990cbe856818d5eddac44c7b1cdeb8
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4 days ago |
wsj.com | Jonathan Weil
Last year 68% of UHS’s pretax income came from government outlays commonly known as supplemental Medicaid payment programs, including so-called state-directed payments. While the federal government funds these payments, state agencies direct where they go. UHS netted $1 billion of these payments last year, up from $629 million a year earlier. Those payments contributed directly to pretax earnings because there was no incremental expense associated with them.
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1 week ago |
wsj.com | Jonathan Weil
The stock pitch seemed too good to be true: A century-old company near Washington, D.C., with strong ties to the U.S. intelligence community has secret ways of making money. The company is Booz Allen Hamilton BAH -1.55%decrease; red down pointing triangle, and for many years it was a home-run investment. The stock rose 10-fold between the day in 2013 when Edward Snowden went public as the former employee who leaked secret National Security Agency documents and last year’s presidential election.
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1 week ago |
fnlondon.com | Jonathan Weil
Will DOGE Take a Bite Out of This Spy Firm’s Stock? That’s ClassifiedSecretive nature of Booz Allen’s government work makes it nearly impossible for investors to gauge how cuts will affect the business Published April 16, 2025 at 5:30 AM ET The stock pitch seemed too good to be true: A century-old company near Washington, D.C., with strong ties to the U.S. intelligence community has secret ways of making money. The company is Booz Allen Hamilton, and for many years it was a home-run investment.
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1 week ago |
wsj.com | Jonathan Weil
Your browser does not support HTML5 video. 0:00Playing0:32 / 0:50There is a difference between a pause in the fighting and a cease-fire. When it comes to the trade war, that really matters for the biggest U.S. banks. President Trump’s about-face on tariffs Wednesday brought the big banks instant relief after days of intense pain—shares of the big six U.S. banks all soared. While the move was understandable, banks aren’t out of the woods yet.
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It’s this kind of a week in the capital markets. https://t.co/9hlPogDVCN
TSMC Is Trading So Strangely It Almost Got Back to Normal: Heard on the Street | My latest @wsj @WSJheard $TSM https://t.co/pkYrd5IJIn
This bank’s annual report self-destructed in one day. Now its replacement Is late | My latest on The Bancorp Inc. @wsj @WSJheard $TBBK https://t.co/zdNoGMPNlj via @wsj