Anthem Inc (ANTM)

(Past Top Pick April 17, 2018, Up 21%) They're a managed-care provider, providing insurance to a company's employees, as well as seniors, and Medicaid, a state-run program to benefit low-income folks. Increasingly, states are outsourcing this administration of programs to outside companies. 10,000-11,000 people turn 65 everyday in the States and some of those will buy ANTM's product. New CEO has fine experience. Valuation is attractive vs. its peers.

A managed care provider in the US. He thinks the stock still have 22% upside and the earnings are rising. The bad news is it is trading at 2.5 times book value, when a few years ago it traded at book value. He likes the sector and in the long term this should be fine.

It is a healthy addition to a portfolio. Trades at 15 times earnings. He thinks it will grow 10-15% going forward.

(Past Top Pick, November 16, 2017, Up 22%) A free cash-flow machine: a $50-billion stock with 58% fewer shares outstanding than 12 years ago. They've done this without levering the balance sheet. The second-largest health insurer in the U.S. Trades at only 15x foward earnings.

The support level would be $245. He thinks the volume is supportive with good buying in the low $220s. It is trying to break out and is seeing resistance near $266. A good time to buy, with $250 as a stop.

They are one of the largest managed care insurers in the US. Solid steady growth business and one of the dominant players. Yield of 1.3%. (Analysts’ price target is $280.37)

Great long term play on growing healthcare spending. They are a health care insurer. They work for Fed and state governments, for corporations and individuals and gets the best deal for their clients. Works under Blue Cross and Blue Shield brand in 14 states. Very cheap. Trades at 14 times next years earnings. (Analysts’ price target is $280.00)

There is a need in the US to create healthcare solutions. They are 45% commercial and 55% government. They are growing well and managing the business well, growing about 15% a year. They book a million a day. (Analysts’ target: $280.00).

Provide healthcare and insurance, including Medicaid, to employees for companies. 11,000 Americans a day reach age 65 so that's a tailwind for their Medicaid business. Meanwhile, more US states are offloading their Medicaid admin to companies like Anthem. Well-run. Growing dividend and attractive valued vs. their peers and the index. (Analysts' price target $276.59)

Large cap that is the number two health insurer in the US. Long-term holding in the fund. Growth strongly. One of the solutions to rising health-care costs. Trades at 14 times next year earnings. (Analysts’ price target is $274.63)

(A Top Pick March 16/17, Up 38%) This whole space will do well. They insure 40 Americans, with 55% of business from governemtn businesses like Medicaid. A steady grower, not drastic, with stable fundamentals. He will add to his position.

(A Top Pick May 15/17. Up 34%.) US #2 healthcare insurer. A long term holding for him. Historically it has been extremely cheap and undervalued by the market. In today's world, where healthcare spending has become such a big part of governments budgets, this is one of the solutions to controlling healthcare spending. He still likes this. Trades at about 15X 2018 earnings, a 1.2% dividend, and almost 8% free cash flow yield, so is still cheap and has more upside.