Showing posts with label WellCare. Show all posts
Showing posts with label WellCare. Show all posts

Tuesday, January 14, 2014

The Motley Fool: CIGNA Corporation's Diversification Should Deliver Above-Average Growth

Cigna (NYSE: CI  ) is an odd duck in the managed care world. Managed care is certainly about managing costs, but it is also about pricing risk; Cigna's approach appears to be avoiding risk when possible, as the company has the smallest risk-based premium business of the major managed care companies. Not unlike UnitedHealth (NYSE: UNH  ) , Cigna is looking to a diversified array of businesses, including international expansion, to help fuel growth. Also, very much unlike Aetna (NYSE: AET  ) , WellPoint (NYSE: WLP  ) , and Humana (NYSE: HUM  ) , Cigna has chosen to be quite cautious with its initial forays into the Obamacare exchanges.

Please read the full article at The Motley Fool:
CIGNA Corporation's Diversification Should Deliver Above-Average Growth

Thursday, May 30, 2013

Investopedia: Uncertainties Keep UnitedHealth In Value Territory

Leave aside the political debates about the Affordable Care Act (aka “ObamaCare”), and it's still very clear that a huge change is coming for the U.S. health insurance market. As the largest player in that market, that means huge change is coming for UnitedHealth (NYSE:UNH) as well. While the company's incredible operating scale, PBM and healthcare IT operations, and overseas expansion do mitigate some of the risk, the sizable uncertainties regarding how these changes will impact real profits have kept these shares in value territory.

To read the full article, please follow this link:
http://www.investopedia.com/stock-analysis/053013/uncertainties-keep-unitedhealth-value-territory-unh-wlp-aet-hum.aspx

Monday, August 20, 2012

Seeking Alpha: Coventry Makes Sense For Aetna

If at first you don't succeed in M&A, keep bidding until you do. That might be the mantra that Aetna (AET) followed, letting other players in the health insurance space pay more for other assets, but ultimately getting a pretty solid company of its own in Coventry Health (CVH). While there are certainly some risks in buying a health insurance company about two months away from the U.S. presidential election, the long-term logic of the deal seems likely to hold.

Please click here to continue:
Coventry Makes Sense For Aetna

Wednesday, November 30, 2011

Investopedia: Uncertainty Still Means Discount For WellPoint

Maybe apart from taxes on carried interest, there's nothing Wall Street hates more than uncertainty. Unfortunately, there's abounding uncertainty in the world of health insurance these days as nobody is quite sure how the Supreme Court will rule in the challenges to the Obama administration's health insurance laws, nor whether or not there will be even more pressure on premiums in the years to come. While the long-term picture on WellPoint (NYSE:WLP) may lack digital precision, there's enough apparent value here for investors to take a serious look. 

Going Through a Slow Spell  
With the economy and employment in the dumps, it is no great surprise that revenue growth has been sluggish of late at this large national insurer. Enrollment has been limited by the poor job market, while premiums have been constrained by both regulatory push-backs and competitive actions from other rival insurers like UnitedHealth (NYSE:UNH) and Aetna (NYSE:AET).

Follow this link for the complete piece:
http://stocks.investopedia.com/stock-analysis/2011/Uncertainty-Still-Means-Discount-For-WellPoint-WLP-UNH-AET-LNCR-SKH-MDT-JNJ-CI-HS-HUM1130.aspx