Health Net, Inc.
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.
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With earnings season in full swing, you can capitalize on great value if you keep your eyes open. Stocks trade illogically or fundamentally change all the time following earnings, and in this article I am looking at three stocks that I’d buy after earnings on Monday.
Health Net (NYSE: HNT)
After a decade of flat trading, Health Net might not come to mind as a post-earnings stock to buy more »
North Run Capital, which is managed by Thomas Ellis and Todd Hammer, filed its 13F for the third quarter of 2012 with the SEC earlier this month. These filings disclose many of a hedge fund’s or other major investor’s long equity positions to the general public, and investors can use this data to inform their decisions. We think that it can be a good idea to use these more »
The Obama Administration's healthcare reform program certainly kicks up a lot of political chatter every time it is mentioned. But from an investment perspective, it has had one definite effect...it has brought about greatly increased merger and acquisition activity in the healthcare insurance sector. The past 10 months has seen $14.3 billion in takeover activity in the sector, according to Bloomberg.
The latest evidence of that trend more »