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Valuentum Commentary
Jun 4, 2013
Evaluating the Industry Structure of Managed Care Organizations
We take a look at the managed care organization (MCO) and health insurance/benefits industry. We're comfortable being on the sidelines. Sep 24, 2012
Uncertainty Clouds Questcor Pharmaceuticals
A government probe and an insurance provider dropping coverage are leaving investors doubting the long-term viability of the firm's business. We remain on the sidelines. Aug 29, 2012
WellPoint Rallies after Ousting CEO
WellPoint CEO Angela Braley resigned as a result of pressure from shareholders. We still prefer the Health Care SPDR ETF. Aug 20, 2012
Aetna Nabs Coventry
Consolidation continues in the health insurer space, as Aetna acquires Coventry, a company leveraged to Medicaid. Aug 16, 2012
Hedge Fund Manager Bets Big on Health Insurers
Hedge fund manager David Einhorn established positions in several large health insurers. We like the move, but prefer the Healthcare Select Sector SPDR (XLV). Latest News and Media The High Yield Dividend Newsletter, Best Ideas
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