Coventry Health Care

  • 5 Ways To Play These ‘Special Situations’

    By Meena Krishnamsetty - June 27, 2013 | Tickers: CVH, DELL, GDI, S, VMED

    Pentwater Capital Management is a hedge fund founded and managed by Matthew Halbower in 2007. He employs an event-driven investing strategy, with an equity portfolio valued at a little over $2.7 billion. During the first quarter of 2013, Halbower has made some important changes to his holdings, particularly in special situations plays. It’s important to track hedge fund sentiment because it has been found that retail investors can more »

  • Should We Follow The Recent CEO Purchase of ExamWorks?

    By Anh HOANG - March 6, 2013 | Tickers: CRVL, CVH

    Recently, James Price, the CEO of ExamWorks (NYSE: EXAM) bought 14,500 shares of the company on the first day of March at an average price of nearly $14 per share, with a total transaction value of more than $200,000. For more than a year, ExamWorks has experienced a significant rise in its share price, from $6.50 to $15.25. Should investors follow James Price into ExamWorks at more »

  • Is Your Portfolio Insured by This Company?

    By Ryan Guenette - January 2, 2013 | Tickers: AET, CVH, HUM, UNH, WLP

    A SWOT analysis is a look at a company’s strengths, weaknesses, opportunities, and threats, and is a great way to gain a detailed and thorough perspective on a company and its future. As 2012 year draws to a close, I would like to focus on a leader in the health insurance industry: UnitedHealth Group (NYSE: UNH).

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    • Solid Revenue Growth: In 2006, UnitedHealth reported revenue of $71.7 billion more »
  • Billionaire David Einhorn’s Favorite Healthcare Stock

    By Meena Krishnamsetty - October 10, 2012 | Tickers: AET, CI, CVH, HUM, WLP

    One of the top fund managers at the Value Investing Congress was David Einhorn of Greenlight Capital. Einhorn outlined two short ideas, as well as two long ideas. The biggest Einhorn surprise was an investment thesis for a long position in Cigna Corporation (NYSE: CI). Cigna Corp provides employee benefits, such as healthcare products and services.

    During his presentation, Einhorn noted that the added complexity of the company has discouraged more »

  • Should Investors Buy This Healthcare Giant?

    By Meena Krishnamsetty - October 5, 2012 | Tickers: AET, CI, CVH, UNH, WLP

    In August, the healthcare giant Aetna (NYSE: AET) announced plans to purchase Coventry Health Care (NYSE: CVH) for $5.7 billion. However, in an announcement earlier this week Coventry investors filed a lawsuit against the $5.6 billion takeover, saying that it unfairly enriches the company’s top executives while shortchanging Coventry investors.

    The deal values Coventry Health at $42.08, with the company currently trading around $41.80. The 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 »

  • Should You Hold Your Nose and Buy Darling?

    By Meena Krishnamsetty - September 25, 2012 | Tickers: CVH, DAR, NES, SRCL, VE

    Darling International Inc. (NYSE: DAR) acts as a provider of waste recycling and recovery services for food providers. For example, it processes animal by-products from meat processors and restaurants into meal, tallow, and grease. 2012 is shaping up to be a tough year for Darling, as its revenues were down 10% and its net income was down 34% in the first six months of the year compared to the same more »

  • Dissent Over Merger

    By Sharmistha Banerjee - September 14, 2012 | Tickers: AET, CVH

    U.S. health insurer Aetna Inc. (NYSE: AET) signed an agreement to acquire Coventry Health Care Inc. (NYSE: CVH) for $7.3 billion on August 20, 2012. As a result, the Shareholders Foundation, Inc. announced that an investor filed a lawsuit for current stockholders in shares of Coventry Health Care, Inc. (CVH) in effort to stop the proposed takeover of Coventry at a value of approximately $42.08 per share more »

  • How to Hedge a Romney Win – And Get Paid!

    By Matthew DiLallo - September 5, 2012 | Tickers: AET, CI, CVH, UNH, WLP

    I don’t know about you, but my crystal ball is busted.  With it went my ability to predictively navigate the uncertainties that lie ahead.  One of the chief uncertainties is knowing who’ll win come November.  Each candidate’s agenda has both winners and losers so while we can’t with certainty invest to win we can at least hedge to thrive in either outcome.

    Republican candidate Mitt Romney more »

  • Can Business Afford The Affordable Care Act?

    By Mark Morelli - August 31, 2012 | Tickers: AET, CVH, DNKN, MCD, PZZA

    There has been a lot of commentary on TV and in the newspapers about how good or bad the Patient Protection and Affordable Care Act of 2010 (or ObamaCare as it is widely known as) will be for the nation.

    Based upon past government forays into the private sector and what I know about the law, I am leaning towards a bad outcome. The law will most likely result in more »

  • David Einhorn’s 2 New Buys in Managed Care Sector

    By Gayatri Sharma - August 2, 2012 | Tickers: CI, CVH, GMCR

    David Einhorn has been in the limelight ever since he made his famous bearish presentation on Green Mountain Coffee Roasters (NASDAQ: GMCR) last year. GMCR has plummeted ~80% since he presented his short thesis, and those who followed his advice made quite a bit of money. I follow David Einhorn’s portfolio activities closely trying to catch his next big move. I recently scanned his July 23, 2012 investor newsletter more »

  • Investing in the High “Flying” Price of Oil

    By Matthew DiLallo - March 30, 2012 | Tickers: BP, BRS, CVX, CVH, RDS-A

    With oil prices over $100 a barrel and likely to at least stay at these levels if not go higher, investors need to ensure they have adequate energy exposure in their portfolio.  There are numerous ways to profit along with oil as its price flies ever higher, but what better way than an oil services company that flies high no matter the price of oil?  That’s why I want more »

  • Price The Market Part 38

    By Glen Bradford - January 10, 2012 | Tickers: BMY, CI, CVH, COV, PDCO

    Hello, my name is Glen Bradford. Welcome to my journey of pricing the S&P500. "The world is yours and everything in it. It's out there. Get on your grind and get it" - Young Jeezy. This is me getting it.

    256. Bristol-Myers Squibb (NYSE: BMY) is a company I've mentioned before. I expect continued weakness in the euro. If you're buying this now, you should realize you more »