CCM On the Road: Wells Fargo Healthcare Conference

We recently had the chance to attend the annual Wells Fargo Healthcare Conference held in Boston. It is a great event with management teams from over 100 publicly traded healthcare companies making presentations to an audience of analysts, investors, and portfolio managers. These presenting companies run the gamut from small biotechnology firms to health analytics companies to household names like Johnson & Johnson and Medtronic. We go into this conference each year with the three goals: to get a progress report on the names currently in our portfolio; to find some new potential candidates on which to focus our future research; and to learn something new about the industry.

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Cox Capital Welcomes UML’s Sarah Wesinger to Internship Program

Sarah Wesinger Joins Cox Capital’s Internship Program.

Cox Capital is pleased to welcome Sarah Wesinger, the latest addition to CCM’s internship program. A senior at UMass Lowell in her final semester, Sarah is from Hudson, MA and has a strong quantitative background. Initially an engineering major, Sarah is currently earning a dual concentration in finance and management. After interning this past summer at Boston Scientific, she was offered a full-time position upon her graduation this December. Sarah will become part of Boston Scientific’s finance leadership development program (FLDP), where she’ll have the opportunity to sample a variety of roles at the company. Her primary role at Cox Capital this fall will focus on evaluating fixed income opportunities for the portfolio management team. Aside from her studies, Sarah fulfills her creative side by painting at her mother’s art studio. She chose UMass Lowell because of their excellent career development program and the high job rate among graduates.

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Investment Books that we Recommend

To become proficient at investing you have to work hard. It’s as simple as that. There’s no getting around it. I have found that the best investors read everything that they can get their hands on. They like to turn over the rocks and “peel the onion” so to speak. They read investment (and non-business) books by the handful, scour several newspapers per day and routinely analyze the financial filings of hundreds of companies consistently. Of course, having a good mind helps too – but nothing replaces reading. Even the most successful investors of all time such as Warren Buffet, Peter Lynch and John Bogle were voracious readers. They (or you) should never stop learning!

Folks ask us all the time what are our favorite investment books. We thought that the list below may be of interest to you and/or your children:

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