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Aetna, Inc.

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

    By Meena Krishnamsetty - May 21, 2013 | Tickers: AET, BSX, GM, HNT, HSP

    North Run Capital, run by its founders Todd Hammer and Thomas Ellis, recently filed their 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 »

  • Universal American Is Still Undervalued

    By Dave Zaegel - May 20, 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 »

  • 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 Madhu Dube - 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 »

  • The Best In Health Insurance

    By Matthew Frankel - March 18, 2013 | Tickers: AET, CI, UNH

    When doing a recent examination of my portfolio, I realized that I had no exposure to the healthcare sector. Now, I will be the first to admit that I have absolutely no understanding of most biotech companies, the FDA approval processes, or the often insane price action produced by the stocks of these companies.

    That leaves two ways to play it, big pharmaceutical companies or healthcare services companies. I explored more »

  • Are These 3 Healthcare Insurers Worth The Risk?

    By Bill Edson - March 15, 2013 | Tickers: AET, CI, HUM, UNH

    There are a lot of questions about how the new healthcare laws will impact insurance companies. Obviously investors should not swear off healthcare stocks, but they should require a discount to embrace this risk. Unfortunately, the prices of many of these stocks are not compelling. I will examine Humana (NYSE: HUM), Aetna (NYSE: AET) and UnitedHealthCare Group (NYSE: UNH) in the context of these new healthcare laws to see if more »

  • This Managed Care Organization Is Available at a Bargain Price

    By Ted Cooper - March 13, 2013 | Tickers: AET, UNH, WLP

    Health care reform has caused investors to become anxious about the future of companies tied to the health care industry. These feelings of uncertainty are warranted given that nobody knows exactly what the industry will look like in five or 10 years. However, in some cases investors' worries are overdone, which has led to cheap companies looking to be scooped up by the enterprising investor.

    The future of managed care more »

  • Why This Health Care Stock Is Still a Good Value

    By Lee Samaha - March 6, 2013 | Tickers: AET, CVS, ESRX, WAG

    It is getting ever harder to find value in the defensive growth sector. Sharply rising markets tend to take all stocks with them, and if equities in the health care and consumer staples were trading at a premium before the move upwards then they are arguably overvalued right now. Of course this creates problems for those of us trying to stay diversified. With this in mind I considered it good more »

  • Health Premiums and Insurance Stocks

    By Nate Wooley - February 25, 2013 | Tickers: AET, CI, HUM, UNH

    A new study released by the U.S. Department of Health and Human Services indicates that the rise of health insurance premiums year-to-year is slowing significantly. In the report, the number of health insurers raising rates by more than 10% dropped from 74% in 2009 to a preliminary 14% in 2013. Whatever the reason, no one can argue that's not a huge drop in the rate of increase.

    And more »

  • Profit or Loss from Obamacare: Insurers and You

    By Nate Wooley - February 20, 2013 | Tickers: AET, CI, UNH, WLP

    So elections have consequences. Any old political watcher (that's me, for those of you playing at home) knows that. It's even become a bit of a catchphrase in Washington over the last few years. And last year's election certainly will have consequences.

    One of the biggest consequences that last election day had is that it ensures that the Patient Protection and Affordable Care Act, or Obamacare as more »

  • Billionaire David Einhorn’s Top Stock Picks Include Apple

    By Meena Krishnamsetty - February 18, 2013 | Tickers: AET, AAPL, CI, MSFT, STX

    We track 13F filings from hedge funds and other notable investors because, even with the stock holdings listed on these filings being from the end of the quarter, generally six to seven weeks before the filing is made public, we believe that there are a couple different techniques that investors can sue to profit from them. It’s actually possible to develop successful investment strategies based on 13Fs; the most more »

  • Hedge Fund North Run Capital’s Stock Picks for 2013

    By Meena Krishnamsetty - February 13, 2013 | Tickers: ADBE, AET, CIT, GM, HSP

    13F filings are made within several weeks after the end of a quarter and disclose many of the long equity positions held by a hedge fund or other major investor. One way that we use this information to benefit investors is by researching investment strategies derived from our database of filings. For example, the most popular small cap stocks among hedge funds tend to outperform the market; we published the more »

  • Growth Outlook for the Medicare Supplement Insurance Industry

    By Jesse Slome - February 12, 2013 | Tickers: AET, AFL, CI, HUM, UNH, WLP

    A new report compiled by CSG Actuarial for the American Association for Medicare Supplement Insurance (AAMSI) reveals that Medicare supplement insurance industry sales grew by nine percent in 2012.  "Total annualized new premium for the industry was approximately $3.1 billion," states Doug Feekin, ASA, MAAA, principal and consulting actuary for the Omaha-based actuarial firm that conducted the analysis.  "Total Medigap premium for the prior year was about $2.85 more »

  • Obamacare: An Incentive to Invest in United Health Group

    By Kyle Colona - February 12, 2013 | Tickers: AET, CI, UNH

    The Affordable Care Act (aka “Obamacare”) is slated to kick in next year and businesses must decide now how to manage rising health care costs.

    The Act has many requirements and tax implications that are too numerous to mention here. The bottom line: companies that employ 50 people or more will be required to offer health care coverage or risk a penalty to be enforced by the IRS. This means more »

  • Is This the Best Insurance Stock? An Insider Is Buying

    By Meena Krishnamsetty - February 10, 2013 | Tickers: AET, CI, HUM, UNH, WLP

    An executive vice president at Aetna (NYSE: AET), Karen Rohan, directly purchased just over 4,000 shares of the company’s stock on Feb. 6 at an average price of $49.53 per share according to a Form 4 filed with the SEC. Studies show that insider purchases tend to be bullish signals (read more about studies on insider trading). We think that this is because insiders face a strong more »

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