Aetna, Inc.

  • Health Insurers Face Uncertain Times

    By Phillip Woolgar - August 11, 2013 | Tickers: AET, AFL, WLP

    Health insurance providers are facing an uncertain time due to the onslaught of ObamaCare, which is expected to hit the speedway in 2014. The effect that the new health plan will have on insurers is largely unknown, but I suspect there will be increased administration costs due to heavy government regulation. That regulation could call for lower insurance premiums, but there could also be additional people looking for insurance. Let more »

  • Activist Barry Rosenstein’s Cheap Stock Picks

    By Meena Krishnamsetty - August 2, 2013 | Tickers: AET, AGU, BIG

    JANA Partners, managed by Barry Rosenstein, is a value and activist hedge fund. It is one of the hundreds of hedge funds which Insider Monkey tracks in our database of quarterly 13F filings, a database we use to develop investment strategies (we have found, for example, that the most popular small cap stocks among hedge funds outperform the S&P 500 by an average of 18 percentage points per year more »

  • Why Buy Hospitals?

    By Dana Blankenhorn - July 26, 2013 | Tickers: AET, HCA, THC, UNH, VHS

    Under the Affordable Care Act, also known as ObamaCare, hospitals are in a bind.

    More wellness care should mean lower patient counts. The Centers for Medicare and Medicaid Services are pushing automation for best practices, and checklists for operations, aiming to lower re-admission rates. Mistakes will no longer be tolerated, financially. While bringing more people into the pool will reduce the number of uninsured whose care must be accounted for more »

  • 3 Key Takeaways From UNH's Q2

    By Brandy Betz - July 25, 2013 | Tickers: AET, HUM, UNH

    Dow component UnitedHealth Group (NYSE: UNH) closed last week up over 6% thanks to a mostly positive second quarter report. Revenues grew 12%, year-over-year, to $30 billion. Health services business Optum saw a 21% revenue growth, and a nearly 70% growth in operating earnings.

    But there’s more buried slightly deeper in the quarter’s results. UnitedHealth’s involvement in Obamacare will continue to evolve over the next year. And more »

  • Obamacare Delays: Investors in Healthcare Beware

    By Kyle Colona - July 17, 2013 | Tickers: AET, HMA, JNJ, THC, UNH

    Key provisions of the Affordable Care Act (aka “Obamacare”) have been delayed, and investors in the health care sector should get a second opinion.

    Obamacare was originally planned to kick in next year. But the White House recently announced the mandate for covered employers to provide health insurance has been delayed until 2015. There are far reaching economic impacts of this new twist far more important than the chatter of more »

  • UnitedHealthGroup: A Foolish Buy!

    By Kiran Gulati - July 2, 2013 | Tickers: AET, HUM, UNH

    UnitedHealth (NYSE: UNH) is one of the largest diversified healthcare companies in the world and the largest in the United States if not the entire North American continent. The company has a diversified set of product lines with the ultimate objective of providing affordable healthcare to millions.

    Last year was a successful one for UnitedHealth. In spite of finding itself surrounded by a tumultuous economic environment, the company recorded revenue more »

  • Billionaire Israel Englander’s New Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: AET, ABV, EXPD, GD, VMED

    Millennium Management, a hedge fund managed by billionaire Israel Englander, filed its 13F for the first quarter of 2013 with the SEC in May. This most recent round of filings disclosed many of hedge funds’ long equity positions in U.S. stocks as of the end of March. Even with the information being somewhat old, we’ve found that the most popular small cap stocks among hedge funds outperform the more »

  • Billionaire John Paulson’s Cheap Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: AET, FCX, HCA, HES, RKT

    Paulson & Co., the hedge fund managed by billionaire John Paulson has been struggling in recent times due to large positions in gold and gold miners. We have gone through the fund’s most recent 13F filing for the first quarter of 2013; we track these quarterly filings, which disclose many of a hedge fund’s long equity positions as of the end of the quarter, in our database with the more »

  • Highlights from the Goldman Sachs Healthcare Conference

    By John Macris - June 18, 2013 | Tickers: AET, BMRN, XLV

    Goldman Sachs recently hosted its 34th Annual Global Healthcare Conference on June 11 – 13 in Rancho Palos Verdes, CA.

    Healthcare was considered a defensive sector during the 2008–09 recession, but I believe it will continue to perform going forward. An aging baby boomer population, the Obamacare rollout, and a growing need for disease treatments should lead to profitable investing for many years to come.

    The Health Care Select Sector more »

  • Why This Health Care Play Looks Like a Good Value

    By Lee Samaha - June 14, 2013 | Tickers: AET, CI, HOLX, LH, DGX

    I'm more of a GARP orientated investor but I occasionally I dabble in some value stocks. I confess I get tempted by the sordid infidelity of it all. 

    A few years ago a well known UK fund manager outlined one approach to the art of value investing to me. In short it involved analyzing companies across a sector and finding one that was under-performing based on various key metrics more »

  • Time to Scoop Up This Health Care Company

    By Ted Cooper - June 7, 2013 | Tickers: AET, UNH, WLP

    The passage of Obamacare has created uncertainty in the health care sector. As the landmark health care legislation nears full implementation, many investors still do not know exactly what is in the law, or what impact it will have on companies in the sector. However, the uncertainty has created opportunity for long-term investors.

    One area of the health care sector that is particularly uncertain is managed care organizations. Companies like more »

  • This Health Insurer Is Still Undervalued

    By Dave Zaegel - May 29, 2013 | Tickers: AET, CI, UNH, UAM

    Universal American (NYSE: UAM) is an insurance company headquartered in New York. Its core operations are in Medicare Advantage, but Universal American also has Medicaid operations, and is actively involved in developing ACO's (Accountable Care Organizations). This stock is often forgotten since it doesn't have a big market cap, especially when compared to other, much larger insurance companies.

    The chart above shows how Universal American's market cap more »

  • Hedge Fund North Run Capital’s Top Q1 Stock Picks

    By Meena Krishnamsetty - May 28, 2013 | Tickers: AET, BSX, GM, HNT, HSP

    North Run Capital, run by its founders Todd Hammer and Thomas Ellis, recently filed its Q1 13F with the SEC, which describes some of their top equity holdings; we’ll look at the top five. See the original 13F here, and it’s important to note that quantitative analyses have revealed that individual investors can benefit by paying attention to hedge fund activity; discover the secrets of this strategy.

    Let more »

  • Greenlight Capital's Dividend Stock Picks

    By Aubrey Tabuga - May 10, 2013 | Tickers: AET, ESV, MSFT, STX

    Greenlight Capital is a fund-management firm led by David Einhorn, one of the most successful managers of the past decade. Despite Greenlight's rather low return of 6.1% in the first quarter compared to the S&P 500’s 10%, the firm’s performance has been on par with that of many rivals, including William Ackman’s Pershing Square Capital. The manager’s picks in terms of dividend stocks more »

  • 3 Managed Health Care Companies You Should Buy

    By Madhukar Dubey - May 6, 2013 | Tickers: AET, CI, WLP

    Managed health care is an industry which is the most vulnerable to government policies. Recently, the Center for Medicare & Medicaid Services, also known as CMS, provided relief to this industry by announcing Medicare Advantage, or MA benchmark rates, for 2014, which will increase by 3.3%.

    The benchmark rate is the maximum monthly amount which a plan can receive from its member. Earlier in February, CMS announced that these rates more »

  • 3 Healthcare Stocks to Avoid

    By Mohsin Saeed - May 2, 2013 | Tickers: AET, ARTC, AUXL

    Insiders have information about a company which is not available to outside investors. On the other hand, institutional investors have a lot of resources at their disposal to better assess a stock, something which is not possible for retail investors. The companies listed below have witnessed heavy selling by institutional investors and insiders, which is a strong sell indicator.

    Aetna (NYSE: AET) is a diversified health care benefits company with more »

  • Healthcare Changes Provide New Opportunities

    By Austin Higgins - April 22, 2013 | Tickers: AET, CI, HUM

    The Affordable Care Act will require certain changes in the market with regards to insurance coverage, employment benefits, and the cost of hiring employees. Companies that can offer viable solutions to people and other organizations will provide excellent opportunities to investors.

    The product

    An interesting insurance product that offers short-term flexibility and lower premiums is the short-term medical plan. These plans offer similar coverage as the major medical plans. The more »

  • Has This Health Care Provider Risen Too Far?

    By Matthew Frankel - April 18, 2013 | Tickers: AET, CI, HUM

    Aetna (NYSE: AET) is one of the leading providers of health insurance products and services in the US.  Out of the 803 health insurance companies in the U.S., Aetna is the third largest by enrollment.  After some good quarterly reports, Aetna is now up almost 65% since last July.  There is no doubt that Aetna is a solid company that is performing very well; my question is whether or more »

  • Has This Health Care Provider Risen Too Far?

    By Matthew Frankel - April 16, 2013 | Tickers: AET, CI, HUM

    Aetna (NYSE: AET) is one of the leading providers of health insurance products and services.  Out of the 803 health insurance companies in the U.S., Aetna is the third largest by enrollment.  After some good quarterly reports, Aetna is now up almost 65% since last July.  There is no doubt that Aetna is a solid company that is performing very well; my question is whether or not all of more »

  • Billionaire David Einhorn's Big Moves

    By Marshall Hargrave - March 19, 2013 | Tickers: AET, AAPL, GOOG, MRVL, VOD

     Billionaire David Einhorn, founder of value-oriented hedge fund Greenlight Capital, managed to return some 21.5% annually through 2010 (since he started Greenlight in 1991). Greenlight and Einhorn employ a fundamental approach to investing, focusing on intrinsic value. During the fourth quarter last year, Einhorn reiterated his confidence in a couple of his top picks by adding to his positions, notably keeping a certain tech giant as his top pick more »

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