August/September 2010 Features Spotlight: Health Care Morningstar Conversation 41 Undiscovered Managers 49 Health Care Gets Back to Business With health-care reform a done deal, it’s time for investors to refocus on fundamentals. 28 Health-Care Investing Alive and Well Two veteran investors discuss the winners and losers of reform and where they’re looking for future growth. Quest for Knowledge Thyra Zerhusen’s diverse life experience influences how she invests in mid-cap stocks. An Opportune Time to Bet the Pharm Investors hammered drug stocks after health-care reform. They’re missing the more-important story: the move toward orphan drugs and emerging markets. 30 33 36 Reform’s Impact on Other Health-Care Industries Top Takeover Targets in Biotech After Reform, Narrow-Moat Firms Have Strong Prospects in Diagnostics More patients will get more medical tests. Quest and LabCorp are well positioned to take advantage. 3http://www.MorningstarAdvisor.com