• Billionaire John Paulson’s New Stock Picks

    By Meena Krishnamsetty - November 29, 2012 | Tickers: AGP, GRFS, NXY, SHPG, TMUS

    It’s been a tough few years for John Paulson’s Paulson & Co. After remarkable success shorting the housing bubble and, later, going long gold, his fund has struggled and is well down from its high water mark. Paulson is still a billionaire, however, and frequently followed by market watchers. His fund filed its 13F with the SEC in mid November, and we have compared it with previous filings to more »

  • Billionaire Israel Englander’s Latest Picks May Surprise You

    By Meena Krishnamsetty - November 19, 2012 | Tickers: AGP, EIX, PFE, TEVA, TYC

    Billionaire Israel Englander was making an overall bullish statement with equity purchases in 3Q, shaking up his top twenty holdings with various increases and new additions across a variety of industries. Englander founded Millennium Management in 1989 and grew the fund to around $13 billion in AUM by mid-2011.

    Three of the most interesting share increases that thrust all of these stocks into Millennium's top ten holdings included Tyco more »

  • Harvard’s Top Stock Picks

    By Meena Krishnamsetty - November 13, 2012 | Tickers: AMX, AGP, HCBK, KNXA, PEB

    Harvard Management filed its 13F earlier this month, reporting many of its long equity positions as of the end of September. Many of the endowment’s holdings are not reported on the 13F (see previous filings from Harvard Management), and as with many other institutions a good deal of investments are managed by other funds. In addition, some large positions are in exchange-traded funds which give the endowment exposure to more »

  • How Will ObamaCare Impact Your Healthcare Portfolio?

    By Jordo Bivona - October 24, 2012 | Tickers: AGP, MRK, PFE

    I never did appreciate how the bill for universal healthcare reform became known as “ObamaCare.” Politics aside, this bill was a game-changer. It was a supreme example of how one piece of legislation could have an impact on the system as a whole.

    As we near election day, one wonders what could happen to this system if the legislation is overturned. Moreover, what would the impact be on not just more »

  • Steven Cohen Just Announced a 5% Stake in This Healthcare Company

    By Meena Krishnamsetty - September 30, 2012 | Tickers: AGP, CVH, MGLN, UNH, WCG

    In a 13G filing this week, SAC Capital disclosed a 5% ownership stake in Magellan Health Services Inc (NASDAQ: MGLN) of 1,380,530 shares. Magellan is engaged in the specialty managed healthcare business, providing services to health plans and insurance companies. This new position is a huge increase in Magellan for SAC Capital, who owned only 16,300 shares at the end of 1Q.

    HealthCor Management has been the more »

  • Is WellPoint A Good Buy After its CEO's Departure?

    By Meena Krishnamsetty - September 6, 2012 | Tickers: AGP, ESRX, UNH, WLP

    WellPoint (NYSE: WLP) disappointed last quarter and has repeatedly underperformed competitors. Many large investors believed that management was mostly to blame for the poor performance, leading them to pressure the board to remove CEO Angela Braly, who resigned late Tuesday, effective immediately.

    Braly's exit, while abrupt, was not unexpected. Various WellPoint shareholders had written open letters to the board calling for a change as their disappointment over the company more »

  • Undervalued Wellpoint Finally Set to Rally

    By Elise Ralph - September 4, 2012 | Tickers: AET, AGP, CI, UNH, WLP

    WellPoint (NYSE: WLP) is one of the largest health insurers and has recently made some strategic acquisitions that position it well for the future.  I favorably described WellPoint six months ago, and, to my chagrin, watched its share price collapse by over 12%.  

    Unsurprisingly, shareholders were frustrated and after five years at the helm, Angela Braly stepped down on August 28. The Board named John Cannon, the General Counsel, as more »

  • Summer Mergers and Acquisitions Worth Watching

    By Karen Rogers - July 12, 2012 | Tickers: AGP, BMY, DELL, QSFT, WLP

    IPOs may be dead in the water, but mergers and acquisitions are still going strong.  Among this summer’s mergers and acquisitions are three which stand out from the others due to their growth and profit potential.

    Dell’s (NASDAQ: DELL) PC market share has been hit hard by notebook and tablet sales. Their PC sales have declined approximately 27% over the past 12 months, and Q1 2012 profit dropped more »

  • Well Played, WellPoint!

    By Palwasha Saaim - July 10, 2012 | Tickers: AGP, CNC, MOH, WCG, WLP

    Healthcare stocks are seen rallying today after WellPoint Inc. (NYSE: WLP) announced its definitive agreement to acquire  Amerigroup Corp. (NYSE: AGP).

    Healthcare sector appears promising after Supreme Court upheld Obamacare--a decision that is likely to add millions of new beneficiaries of Medicare and Medicaid to the healthcare sector. The acquisition of Amerigroup will boost up WellPoint's EPS, increase economies of scale and result in definitive synergies. But does this make WellPoint, an acquirer stock, a buy?