Molina Healthcare, Inc.

  • 4 Reasons to Be Optimistic About Healthcare

    By Adam Levy - March 14, 2013 | Tickers: CNC, ESRX, MOH, WLP | Editor's Choice

    In last month’s brief earnings call, Express Scripts (NASDAQ: ESRX) CEO George Paz happily announced a better than expected outlook for the 2013 fiscal year. The company provided guidance on 2013 earnings of $4.20-$4.30 per share, while analysts were expecting the extreme low-end of the guidance.

    Paz noted the company’s outlook is bolstered by the positive outlook of the healthcare industry as a whole based more »

  • The Healthcare Stocks You Need to Watch

    By Robert Hanley - November 12, 2012 | Tickers: CNC, HUM, MDF, MOH | Editor's Choice

    On Nov. 5, healthcare giant Humana (NYSE: HUM) agreed to buy Metropolitan Health Networks (NYSE: MDF) for $498 million, or $11.25 per share, in cash.  Metropolitan is a leading owner of physician practices, operating through its MetCare of Florida, Continucare, and Symphony Health Partners subsidiaries.  The company provides primary care services to 87,500 customers who are enrolled in government insurance (Medicare, Medicare Advantage, and Medicaid) or commercial insurance more »

  • Healthcare is Here to Stay

    By Sharmistha Banerjee - September 21, 2012 | Tickers: AET, KRFT, MOH, GTS, UNH, UAM

    According to Morgan Stanley; Healthcare is an attractive sector in the U.S and rates the reasons as achievable earnings estimates, rich cash flows, and modest valuations.

    Dow average dumps Kraft Foods (NASDAQ: KRFT) for UnitedHealth Group (NYSE: UNH). The second oldest most closely watched U.S. benchmark said it was dropping Kraft because it is about to become a much smaller company after spinning off its North American grocery 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? 

  • 2 Managed Care Companies Set to Thrive

    By Karen Rogers - July 2, 2012 | Tickers: CNC, MOH

    With Obamacare’s individual mandate upheld by the Supreme Court, two managed health care stocks are poised to make a nice comeback. Since the High Court first took up the case on March 26, 2012, these companies have watched their stock prices fall by 31%.  The Court’s ruling has removed market uncertainty and presents investors with an opportunity to buy while the price is still low. 

    In 2010, 29 more »

  • J.P. Morgan Healthcare Conference Schedule: Day One

    By Brandy Betz - January 8, 2012 | Tickers: ARAY, ACOR, A, ALGN, AMRN, AMGN, AMLN, ARTC, BIIB, BMRN, BRKR, CFN, CTRX, CELG, CNC, COV, DNDN, XRAY, EW, ENDP, EPOC, ESRX, GHDX, GILD, HLS, HTWR, HMSY, HGSI, IDXX, IPXL, INCY, IRWD, MCK, MRX, MDT, MR, MOH, MYL, NVS, ONXX, PRX, PRGO, QSII, REGN, RMD, RIGL, SGEN, ST, SIAL, THC, MDCO, THOR, VRTX, VVUS, WAT, WMGI, ZLTQ

    The 30th Annual J.P. Morgan Healthcare Conference kicks off with a full day of presentations from companies that range from global pharmaceutical leaders to small cap novel pharmaceutical developers and health technology manufacturers. The majority of the presentations will be available through live webcasts with archived replay offered later in the day.

    I will be following (and covering) the novel therapeutic companies that have caught my eye. VIVUS (NASDAQ: VVUSmore »)