NYSE:ANTM

Anthem Inc (ANTM)

409.44
+18.17 (4.64%)
as of Jun 4, 2026, 8:00:00 pm Market Open.
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COMMENT
This wasn't a good day for them. Came out with earnings that were weaker than what the street expected. He was looking for earnings of about $7.75 this year and they guided down $7.30 to $7.40, basically on the back of higher medical costs. He feels there was an overreaction. Has a lot of potential as a recently purchased Ameri Group which will be accretive by about $1 a share by 2015.
TOP PICK
Managed Care operator. They have HMOs as well as private business and preferred operations. Have 34 million members. Have suffered from health care reforms and the unknowns. There is a supreme court ruling coming out in June. He feels the big players are fairly well insulated from any ruling. Thinks they will earn $8 a share this year. Looking for growth rate of 10% a year.
TOP PICK
Likes high growth companies that are still relatively cheap. Deal closed on the merger with Anthem. Trading around 13 X '05 numbers. Had a big spike, but there is more to go.
TOP PICK
Merging with Anthem which will be the largest in this group. Size makes a difference in margins because of higher technology use and cost reduction.
PAST TOP PICK
(Top pick December 5, up 32%) Like health insurance area. Good industry. Sold position.
PAST TOP PICK
(A top pick Sept 3/03. Up 20%.) Taken over by another HMO. Still likes the sector.
PAST TOP PICK
(Was a top pick June 20/03. Down 9%.) Still likes. Have not missed an earnings estimate in 10 years. Reasonable value.
TOP PICK
Profit margins are good. Not expensive.
TOP PICK
(Was a top pick on Apr 30/03. Up 13.3%.) Buying up other versions of Blue Cross. Health care insurance is growing. Good management.
TOP PICK
Have delivered the numbers every year. Earnings have grown steadily.
PAST TOP PICK
(Was a top pick on Sept 20. Down 8.7%.) Still likes. It has been oversold. A favourite stock. A good price for a long term hold.
TOP PICK
Demographics on health care are good.
Showing 91 to 102 of 102 entries