• Healthcare Stocks That Will Generate Strong Returns

    By Madhukar Dubey - February 23, 2013 | Tickers: SYK, UNH, WLP

    After the enforcement of the Patient Protection and Affordable Care Act (PPACA) or Obamacare, investors are boosting their positions in Healthcare stocks covering insurance providers, drug-makers and hospitals. PPACA aims at giving every US citizen health care insurance by 2014. Eventually, what that means is, it will also create new revenue streams for the Healthcare companies. I believe that the health-care sector will significantly grow due to the increase in more »

  • Profit or Loss from Obamacare: Insurers and You

    By Nate Wooley - February 20, 2013 | Tickers: AET, CI, UNH, WLP

    So elections have consequences. Any old political watcher (that's me, for those of you playing at home) knows that. It's even become a bit of a catchphrase in Washington over the last few years. And last year's election certainly will have consequences.

    One of the biggest consequences that last election day had is that it ensures that the Patient Protection and Affordable Care Act, or Obamacare as more »

  • Karen Finerman's Insider Purchases in Biotechnology and Healthcare

    By John Macris - February 19, 2013 | Tickers: GNC, HLF, XBI, WLP

    Institutional fund managers were required to file their Q4 2012 investment holdings with the SEC no later than Thursday, February 14. While the financial media has been persistent combing through the filings of billionaire investors Carl Icahn and Bill Ackman, I’ve dedicated my time to smaller fund managers such as Karen Finerman that offer more digestible investment advice for the retail investor.

    I'll offer my brief opinion on more »

  • The Real Duck Dynasty

    By Diane Alter - February 15, 2013 | Tickers: AFL, HUM, WLP

    Aflac (NYSE: AFL) shares slumped after reporting fourth quarter results that signaled slowing growth. But don't get your feathers ruffled--Aflac should keep investors happy as a duck in water.

    The supplemental health and life insurer, best recognized by its signature mascot (a pristine white duck), reported that Q4 revenue rose 6.6% to 6.4 billion and net earnings were $581 million, or $1.24 a share. That was more »

  • Growth Outlook for the Medicare Supplement Insurance Industry

    By Jesse Slome - February 12, 2013 | Tickers: AET, AFL, CI, HUM, UNH, WLP

    A new report compiled by CSG Actuarial for the American Association for Medicare Supplement Insurance (AAMSI) reveals that Medicare supplement insurance industry sales grew by nine percent in 2012.  "Total annualized new premium for the industry was approximately $3.1 billion," states Doug Feekin, ASA, MAAA, principal and consulting actuary for the Omaha-based actuarial firm that conducted the analysis.  "Total Medigap premium for the prior year was about $2.85 more »

  • Is This the Best Insurance Stock? An Insider Is Buying

    By Meena Krishnamsetty - February 10, 2013 | Tickers: AET, CI, HUM, UNH, WLP

    An executive vice president at Aetna (NYSE: AET), Karen Rohan, directly purchased just over 4,000 shares of the company’s stock on Feb. 6 at an average price of $49.53 per share according to a Form 4 filed with the SEC. Studies show that insider purchases tend to be bullish signals (read more about studies on insider trading). We think that this is because insiders face a strong more »

  • Finding Alpha in the Healthcare Space

    By Meena Krishnamsetty - February 6, 2013 | Tickers: MRK, ONXX, PFE, UNH, WLP

    I'm a big fan of healthcare stocks.  Everyone spends money on healthcare at some point in his or her life.  Sometimes circumstances are unfortunate, but there is good money to be made in the healthcare business.  This industry features healthcare insurers, drug manufacturers, retirement home operators, medical equipment manufacturers and more.  You can choose from low-beta insurers like UnitedHealth Group (NYSE: UNH), or you can get into some higher more »

  • Health Insurers Trapped by Need for Growth

    By Dana Blankenhorn - January 17, 2013 | Tickers: AET, UNH, WLP | Editor's Choice

    Editor's Note: WellPoint purchased Resolution Health, not Revolution Health. This version has been corrected.

    Health insurers are trapped by a need for growth. Without growth in insureds, in patient count, they can depend on shrinking margins and stock prices. So everyone is buying access to patients, and technology that can help them serve those patients for less, knowing that health reform is not going away.

    Under the Affordable Care more »

  • Insure Your Portfolio With This Company

    By Adam Levy - January 4, 2013 | Tickers: AFL, UNH, WLP

    Everybody knows the Aflac (NYSE: AFL) duck, right? The charming little guy that up until recently was voice by expert bird-voice actor Gilbert Gottfried. He’s responsible for the growing popularity of the company in the United States.

    What a lot of people don’t know is that the company does the vast majority of its business in Japan (where a cat joins the duck and they perform dances together 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).

    <img src="http://stockcharts.com/c-sc/sc?s=UNH&p=D&yr=1&mn=0&dy=0&i=t49680542334&r=1356378302287" />


    • Solid Revenue Growth: In 2006, UnitedHealth reported revenue of $71.7 billion more »
  • Study: New Healthcare Law To Have 'Negative Impact' on Bottom Line of Even Small Firms

    By Gene J. Koprowski - December 28, 2012 | Tickers: AET, CBEY, PZZA, WLP

    A new, general market survey confirms the dire predictions made by health insurance analysts: the new federal health care law will "negatively impact the bottom line" of many U.S. firms.

    This adverse impact will harm not just profitability, and dividends, but new capital equipment investment, in computers and networking technology, as well will be a drain on “general market conditions,” according to the survey of CEOs by Cbeyond (NASDAQ: CBEYmore »)

  • Billionaire Thomas Steyer’s Farallon Likes These Cheap Stocks

    By Meena Krishnamsetty - December 19, 2012 | Tickers: AAPL, GD, COL, STT, WLP

    Farallon Capital Management is one of the largest hedge funds in the world, with over $20 billion in assets under management at the beginning of 2012. Thomas Steyer, who founded the firm in 1986, has become a billionaire due to Farallon’s success over time. As a major investor, Farallon discloses many of its long equity positions in 13F filings six to seven weeks after the end of the quarter more »

  • 5 Stocks Targeted by Billionaire Activist Investor Dan Loeb

    By Meena Krishnamsetty - December 12, 2012 | Tickers: CCE, NWL, SLE, UTX, WLP

    Billionaire Daniel Loeb founded his New York-based hedge fund Third Point Management in 1995 with just over $3 million. Since its inception, the fund has returned roughly 25% annually. Loeb graduated from Columbia University in 1983 and worked at Jefferies & Company and Citibank before starting Third Point. Loeb is considered an activist investor that takes outsized positions to “strong arm” companies into making changes, so to speak. We believe that more »

  • Billionaire Dan Loeb’s Cheap Stock Picks

    By Meena Krishnamsetty - November 29, 2012 | Tickers: AIG, CI, DLPH, UNH, WLP

    Billionaire Dan Loeb is best known for his activist investing, but his fund Third Point simply manages too much capital to be purely focused on activist crusades like Loeb’s recent replacement of Yahoo’s CEO. For example, Third Point’s recent 13F revealed a number of stocks in the fund’s portfolio that are priced very low in terms of their trailing earnings. Naturally, many of these stocks trade more »

  • 3 Companies Betting Big on Acquisitions

    By Shweta Dubey - November 19, 2012 | Tickers: CHRW, LINTA, WLP

    With the aim of generating greater value for their shareholders, the three companies mentioned below are focusing vigorously on deals & acquisitions to boost their sales figures. These companies have performed fairly well this year & all three companies have reported good 3Q12 results. Looking at their future plans and growth potential, I expect them to continue the upside trend.

    Let’s have a look at these stocks in detail:

    C.H more »

  • Three Dividend Stocks That Will Fetch High Yields

    By Cecil Sales - November 12, 2012 | Tickers: AMGN, CSCO, WLP

    Dividend growth stocks are an excellent way of increasing the return from your original investment. I generally tend to hold on to these stocks for a while. A stock with an ever-increasing dividend yield will pay out higher returns on the original amount thanks to the power of compounding. So let’s take a look at three of these companies whose shares might be able to fetch high yields in more »

  • Can CVS and Express Scripts Sustain Their Rebound Relationship?

    By Ramesh Malayappan - November 6, 2012 | Tickers: CTRX, CVS, ESRX, RAD, SHLD, TGT, KR, WMT, WAG, WLP

    Express Scripts (NASDAQ: ESRX) and CVS Caremark (NYSE: CVS) report third quarter results on Monday, Nov. 5 and Tuesday, Nov. 6, respectively.  What they report should be interesting to watch because they are both apparently in a rebound relationship after Express Scripts broke up with Walgreen (NYSE: WAG) over contractual terms last year.  Unfortunately for Walgreen, Express Scripts apparently had the upper hand as patients migrated over to CVS and more »

  • 2 Undervalued Insurers to Buy, 1 to Avoid

    By David Gould - October 29, 2012 | Tickers: CIG, UNH, WLP

    In an uncertain health and financial market, insurers are selling quite cheaply. However, some actually have too much growth factored in, given the risk. Others have catalysts that are unaccounted for. Still others offer stability.

    UnitedHealth Group (NYSE: UNH) is Too Expensive Despite Catalyst

    UnitedHealth is one of the prime beneficiaries of the Affordable Care Act, since the law expands Medicaid. The company is still well diversified and comes equipped more »

  • How to Play the Healthcare Plan Market

    By David Gould - October 10, 2012 | Tickers: AET, UNH, WLP

    The bad news is that uncertainty in the healthcare plan market has added risk to investor portfolios. The good news is that large healthcare firms have taken advantage of the environment by scooping up undervalued businesses in a frenzy of takeovers. In my view, the best takeovers in managed care will come abroad and away from US government programs. Some producers have taken this same attitude while others have diverged more »

  • Healthcare Insurance Sector Still Hot for M&A

    By Tony Daltorio - October 10, 2012 | Tickers: AET, CI, UNH, WLP

    One thing can definitely be said for President Obama's attempt at healthcare reform: It certainly lit a fire under healthcare insurers' mergers and acquisitions. More than $18 billion in M&A activity has occurred over the past 12 months, but the wheeling and dealing in the sector is likely not done yet. In fact, on the international scene, it may just be starting.