UnitedHealth Group

  • Top U.S. Health Insurance Companies Capitalizing on Reforms

    By Shweta Dubey - August 2, 2013 | Tickers: HUM, UNH, WLP

    After the recent introduction of healthcare reforms, the health insurance industry in the U.S. is expected to benefit from rising demand. Healthcare reforms such as the formation of health insurance exchanges and the government providing health insurance to citizens who cannot afford it will be the primary contributors to this growth. These reforms are expected to add 25 million U.S. citizens to the overall health insurance market. Three more »

  • Why Buy Hospitals?

    By Dana Blankenhorn - July 26, 2013 | Tickers: AET, HCA, THC, UNH, VHS

    Under the Affordable Care Act, also known as ObamaCare, hospitals are in a bind.

    More wellness care should mean lower patient counts. The Centers for Medicare and Medicaid Services are pushing automation for best practices, and checklists for operations, aiming to lower re-admission rates. Mistakes will no longer be tolerated, financially. While bringing more people into the pool will reduce the number of uninsured whose care must be accounted for more »

  • 3 Key Takeaways From UNH's Q2

    By Brandy Betz - July 25, 2013 | Tickers: AET, HUM, UNH

    Dow component UnitedHealth Group (NYSE: UNH) closed last week up over 6% thanks to a mostly positive second quarter report. Revenues grew 12%, year-over-year, to $30 billion. Health services business Optum saw a 21% revenue growth, and a nearly 70% growth in operating earnings.

    But there’s more buried slightly deeper in the quarter’s results. UnitedHealth’s involvement in Obamacare will continue to evolve over the next year. And more »

  • The Mysterious Undervaluation of Health Insurers

    By Dana Blankenhorn - July 24, 2013 | Tickers: UNH, WLP

    If you think Apple is undervalued, you don't own a health insurer.

    Yesterday, for instance, Wellpoint (NYSE: WLP) delivered a solid beat on earnings, $800 million or $2.64/share, and continued its $0.38/share quarterly dividend. In response the stock barely yawned, rising just two cents a share, yielding a Price/Earnings (P/E) multiple of 10.31.

    Wellpoint has become one of the more undervalued big-cap more »

  • Which Medical Services Leader is the Best Bet for Profits?

    By Marina Avilkina - July 22, 2013 | Tickers: AIRM, ESRX, UNH

    Air Methods (NASDAQ: AIRM), UnitedHealth Group (NYSE: UNH) and Express Scripts (NASDAQ: ESRX) are in a niche category of medical services. Should you invest in Air Methods to reap solid benefits in the future? Or do you think UnitedHealth can transform your investment into a profitable one? Is Express Scripts the right stock to invest in now? The following article focuses on the answers to these questions.

    Business updates

    Air more »

  • This Tiger Cub Hedge Fund Manager’s Low P/E Ratio Stock Picks

    By Meena Krishnamsetty - July 21, 2013 | Tickers: AAPL, COF, FNF, HCA, UNH

    It’s been some time since Tiger Cub Lee Ainslie’s Maverick Capital filed its 13F for the first quarter of 2013, disclosing many of its long equity positions as of the end of March. However, we believe that there are still a couple ways for investors to make use of 13F filings.

    For one, we’ve found that it’s possible to use 13Fs to develop investing strategies; the more »

  • Obamacare Delays: Investors in Healthcare Beware

    By Kyle Colona - July 17, 2013 | Tickers: AET, HMA, JNJ, THC, UNH

    Key provisions of the Affordable Care Act (aka “Obamacare”) have been delayed, and investors in the health care sector should get a second opinion.

    Obamacare was originally planned to kick in next year. But the White House recently announced the mandate for covered employers to provide health insurance has been delayed until 2015. There are far reaching economic impacts of this new twist far more important than the chatter of more »

  • UnitedHealthGroup: A Foolish Buy!

    By Kiran Gulati - July 2, 2013 | Tickers: AET, HUM, UNH

    UnitedHealth (NYSE: UNH) is one of the largest diversified healthcare companies in the world and the largest in the United States if not the entire North American continent. The company has a diversified set of product lines with the ultimate objective of providing affordable healthcare to millions.

    Last year was a successful one for UnitedHealth. In spite of finding itself surrounded by a tumultuous economic environment, the company recorded revenue more »

  • For This Stock, It Is Hold or Get Ready to Move In

    By Naomi Warmate-Igwe - July 1, 2013 | Tickers: AIRM, ESRX, UNH

    Air Methods (NASDAQ: AIRM) is a global leader in air medical transportation and has been in the business for three decades. The company has more than 300 operation bases serving 48 states, in addition to eight maintenance centers and a national communications center. The firm’s stock has been undergoing heavy selling, and there are signs that the stock is oversold at this point.

    Air Methods shares closed on June more »

  • Billionaire Ray Dalio’s Inexpensive Stock Picks

    By Meena Krishnamsetty - June 30, 2013 | Tickers: HUM, INTC, LMT, NOC, UNH

    In May, Bridgewater Associates -- one of the largest hedge funds in the world, managed by billionaire Ray Dalio -- filed its 13F for the first quarter of 2013. Even though the information in 13Fs is a bit old, we believe that there are still ways for investors to make use of it. For one, we have found that the most popular small cap stocks among hedge funds earn an average excess more »

  • Billionaire Leon Cooperman’s Cheap Stock Picks

    By Meena Krishnamsetty - June 27, 2013 | Tickers: COF, FCX, SLM, UNH, XL

    Value investors often start by considering the P/E multiple as a measure of a stock’s “cheapness” and then evaluating the company’s other financials to see if it is a good value. We track quarterly 13F filings from hundreds of hedge funds, primarily as part of our work developing investment strategies, but we also think that it can be useful to screen picks from top managers according to more »

  • Dividend Achievers for the Long Haul, Part 2

    By Greg Williamson - June 18, 2013 | Tickers: AFL, MDT, SYK, UNH

    This is part 2 (click here to view part 1) of a series of articles on companies within the dividend achievers index that I consider to be the "best of the best." This index contains approximately 200 companies that include some of the best dividend-paying opportunities in the U.S.

    In order for a company to be included in this index, it must increase its annual dividend for a minimum more »

  • These Healthcare Stocks Pay Fast-Growing Dividends

    By Aubrey Tabuga - June 10, 2013 | Tickers: MDT, UNH, WLP

    Given the huge potential of the healthcare industry, it is very tempting to peer through it for possible options if one seeks for the best places to earn dividend income. These stocks pay some of the fastest-growing dividends. I say, it is the best time to take advantage of the immense possibilities in this sector.

    Health insurance leader

    With 13.6% of the market share in health insurance, UnitedHealth Group more »

  • Time to Scoop Up This Health Care Company

    By Ted Cooper - June 7, 2013 | Tickers: AET, UNH, WLP

    The passage of Obamacare has created uncertainty in the health care sector. As the landmark health care legislation nears full implementation, many investors still do not know exactly what is in the law, or what impact it will have on companies in the sector. However, the uncertainty has created opportunity for long-term investors.

    One area of the health care sector that is particularly uncertain is managed care organizations. Companies like more »

  • This Health Insurer Is Still Undervalued

    By Dave Zaegel - May 29, 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 »

  • Re-examining Value in the Dow

    By Erik Dellith - May 13, 2013 | Tickers: CAT, CVX, XOM, UNH

    In early March, the Dow Jones Industrial Average reached a record high. At that time, many analysts and financial writers were concerned about valuations and the likelihood of a decline in stock prices. Since then, stocks have powered higher, with both the Dow and the broader S&P 500 Index hitting new records. So far this year, the Dow is up nicely, yet the economy continues to grow at a more »

  • This Healthcare Company Is Cheap

    By Anh HOANG - May 13, 2013 | Tickers: CI, HUM, UNH

    Over the past year, Humana (NYSE: HUM) shares have performed sluggishly. Since May 2012, Humana has been quite volatile, fluctuating in the range of $59.90 to $82.50 per share. The share price has declined 5.9% in the past twelve months. According to Barron’s, JPMorgan has recently upgraded the company from Neutral to Overweight, with a $91 price target, a 20.5% premium to its current trading more »

  • 3 Reasons to Believe in this Insurance Play

    By Victor Selva - April 12, 2013 | Tickers: AIZ, EHTH, HIIQ, IHC, UNH

    Web-enabled technology provider for the insurance sector, Health Insurance Innovations (NASDAQ: HIIQ) is posied to outperform. Its position as a crucial intermediary between insurance carriers and distributors has and will continue to allow the company to grow without significant capital investments or labor additions.

    While the company exhibits the capabilities and abilities to design products that can adjust to a changing regulatory and economic context and does not underwrite any more »

  • More Upside in Store for This Healthcare Insurance Provider

    By Nick Chiu - April 12, 2013 | Tickers: CI, HUM, UNH, WLP

    For investors seeking high revenue growth with an inexpensive free cash flow in the health insurance industry, Cigna is one of the top investment targets. Cigna (NYSE: CI), with a market cap of $18.46 billion, is a global health services company, providing medical, dental, disability, life, and accident insurance through its subsidiaries. Cigna continues to improve its bottom line. Unlike other health plan providers, Cigna's impact by Affordable more »

  • Why this health care insurance provider is due for more upside

    By Nick Chiu - April 7, 2013 | Tickers: CI, HUM, UNH, WLP

    Cigna (NYSE: CI), with a market cap of $18.46 billion, is a global health services company, providing medical, dental, disability, life and accident insurance through its subsidiaries. Cigna had been trading in the range of $39.01-$66.67 in the past 52 weeks.

    Improving Patience Access

    Cigna continues to improve patient access to health care by enhancing care coordination and aiming to achieve improved health, affordability and patient more »

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