Anthem Inc

ANTM-N

NYSE:ANTM

285.27
1.03 (0.36%)
Anthem Inc. is an American health insurance company founded in the 1940s, prior to 2014 known as WellPoint, Inc. It is the largest for-profit managed health care company in the Blue Cross and Blue Shield Association.
More at Wikipedia

Analysis and Opinions about ANTM-N

Signal
Opinion
Expert
PAST TOP PICK
PAST TOP PICK
November 28, 2019
(A Top Pick Aug 26/19, Up 11%) Second largest provider of healthcare and managed care in the US. Owns Blue Cross and Blue Shield. Great market position and branding. Help control costs in the system. Great cashflow generator. Trades at 12x PE. Yield is 1.1%.
Anthem Inc (ANTM-N)
November 28, 2019
(A Top Pick Aug 26/19, Up 11%) Second largest provider of healthcare and managed care in the US. Owns Blue Cross and Blue Shield. Great market position and branding. Help control costs in the system. Great cashflow generator. Trades at 12x PE. Yield is 1.1%.
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$289.450
Owned
Yes
TOP PICK
TOP PICK
October 16, 2019
They provide health insurance to Americans; ANTM does Medicaid administration to be exact. They are big-scale nationally and concentrated in certain areas which gives them negotiating power with hospitals and doctor groups. They can cross-sell to customers eye and dental care. Also, aging demographics are a tailwind. A poorly negotiated pharmacy benefit management contract is now moving off, so that will result in an earnings pick-up. They will result in lower prices for their members that could drive revenues up. (Analysts’ price target is $330.57)
Anthem Inc (ANTM-N)
October 16, 2019
They provide health insurance to Americans; ANTM does Medicaid administration to be exact. They are big-scale nationally and concentrated in certain areas which gives them negotiating power with hospitals and doctor groups. They can cross-sell to customers eye and dental care. Also, aging demographics are a tailwind. A poorly negotiated pharmacy benefit management contract is now moving off, so that will result in an earnings pick-up. They will result in lower prices for their members that could drive revenues up. (Analysts’ price target is $330.57)
Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$245.020
Owned
Yes
TOP PICK
TOP PICK
August 26, 2019
A free cash flow machine. He's owned this for many years. It's retired 59% of its shares in the past 13 years. Trades at a PE of 11x. A cheap stock. Its 2% dividend will probably rise 10% next year. His 2020 EPS estimate is $22.89/share with a PE of 11x. (Analysts’ price target is $339.86)
Anthem Inc (ANTM-N)
August 26, 2019
A free cash flow machine. He's owned this for many years. It's retired 59% of its shares in the past 13 years. Trades at a PE of 11x. A cheap stock. Its 2% dividend will probably rise 10% next year. His 2020 EPS estimate is $22.89/share with a PE of 11x. (Analysts’ price target is $339.86)
Alex Ruus
Portfolio Manager, Arrow Capital Management
Price
$260.510
Owned
Yes
TOP PICK
TOP PICK
August 22, 2019
A health insurance company. Tey insure 40 out of 170 million Americans. 70 percent of people polled with private health insurance say they like it. It's going to be tough for politicians. Americans don’t like higher taxes to fund public healthcare. ANTM-N is not going away. 14 times earnings. A very well managed company. (Analysts’ price target is $399.86)
Anthem Inc (ANTM-N)
August 22, 2019
A health insurance company. Tey insure 40 out of 170 million Americans. 70 percent of people polled with private health insurance say they like it. It's going to be tough for politicians. Americans don’t like higher taxes to fund public healthcare. ANTM-N is not going away. 14 times earnings. A very well managed company. (Analysts’ price target is $399.86)
Gordon Reid
President, GoodReid Investment Counsel
Price
$260.380
Owned
Yes
PAST TOP PICK
PAST TOP PICK
July 17, 2019
(A Top Pick Jul 05/18, Up 28%) Anthem is in managed care in health care, dominant in Blue Cross/Blue Shield in 13 U.S. states. It's recovered well since April when the Medicare for all calls were coming from Washington. Still likes Anthem and it continues to do well. It consistently delivers.
Anthem Inc (ANTM-N)
July 17, 2019
(A Top Pick Jul 05/18, Up 28%) Anthem is in managed care in health care, dominant in Blue Cross/Blue Shield in 13 U.S. states. It's recovered well since April when the Medicare for all calls were coming from Washington. Still likes Anthem and it continues to do well. It consistently delivers.
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$304.690
Owned
Yes
PAST TOP PICK
PAST TOP PICK
June 26, 2019
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
Anthem Inc (ANTM-N)
June 26, 2019
(A Top Pick Jun 07/18, Up 23%) It has been an interesting road due to the noise in health insurance and drug pricing. Over 176 million Americans use private healthcare providers, so he thinks it will continue to be successful. It is safe and trades at a reasonable 13-14 times PE ratio.
Gordon Reid
President, GoodReid Investment Counsel
Price
$278.840
Owned
Yes
PAST TOP PICK
PAST TOP PICK
May 30, 2019
(A Top Pick Jun 07/18, Up 22%) They are a big player in the US health insurance business. There is a lot of noise in this area with the Medicare-for-all concept that the democratic candidates are promoting. If Medicare comes into effect it will take a long time. It will be an iterative process. 75% of those privately insured are happy with it. It is a great opportunity for people to get into ANTM-Q.
Anthem Inc (ANTM-N)
May 30, 2019
(A Top Pick Jun 07/18, Up 22%) They are a big player in the US health insurance business. There is a lot of noise in this area with the Medicare-for-all concept that the democratic candidates are promoting. If Medicare comes into effect it will take a long time. It will be an iterative process. 75% of those privately insured are happy with it. It is a great opportunity for people to get into ANTM-Q.
Gordon Reid
President, GoodReid Investment Counsel
Price
$277.820
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
April 22, 2019
Buy now and cost-average down or avoid the entire sector? It's a US healthcare insurer. It's executed very well and is profitable. Despite the Democratic push for universal medicare, private medical insurer in America won't go away. Add to your current position and take advantage of weak prices. Don't bother timing the top or bottom.
Anthem Inc (ANTM-N)
April 22, 2019
Buy now and cost-average down or avoid the entire sector? It's a US healthcare insurer. It's executed very well and is profitable. Despite the Democratic push for universal medicare, private medical insurer in America won't go away. Add to your current position and take advantage of weak prices. Don't bother timing the top or bottom.
Gordon Reid
President, GoodReid Investment Counsel
Price
$244.000
Owned
Yes
HOLD
HOLD
December 19, 2018
Health insurer in the US. With Obama Care, it is hard to know if it will be repealed or not. A good company, trading at reasonable valuations.
Anthem Inc (ANTM-N)
December 19, 2018
Health insurer in the US. With Obama Care, it is hard to know if it will be repealed or not. A good company, trading at reasonable valuations.
Gordon Reid
President, GoodReid Investment Counsel
Price
$257.610
Owned
Yes
PAST TOP PICK
PAST TOP PICK
December 3, 2018
(A Top Pick Jul 05/18, Up 24%) Across 14 states, they're a managed-care company including health insurance. They benefit from the privatization of Medicare. Every quarter they beat. They've had a great run. He uses covered calls on this. A strong hold.
Anthem Inc (ANTM-N)
December 3, 2018
(A Top Pick Jul 05/18, Up 24%) Across 14 states, they're a managed-care company including health insurance. They benefit from the privatization of Medicare. Every quarter they beat. They've had a great run. He uses covered calls on this. A strong hold.
Paul MacDonald
Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group
Price
$296.250
Owned
Yes
BUY WEAKNESS
BUY WEAKNESS
November 12, 2018
Really nice uptrend since bottoming in mid-2016. Now it's a little overbought, but healthcare is a favoured area of his because it enjoys a secular, long-term bull market. Can't say if it'll fall to $260. A good long-term buy.
Anthem Inc (ANTM-N)
November 12, 2018
Really nice uptrend since bottoming in mid-2016. Now it's a little overbought, but healthcare is a favoured area of his because it enjoys a secular, long-term bull market. Can't say if it'll fall to $260. A good long-term buy.
Hap (Robert) Sneddon FCSI
Chief Portfolio Manager & Founder, Castlemoore Inc.
Price
$282.670
Owned
Unknown
BUY
BUY
November 5, 2018
Support is close to where it is now at $264. Take a position accordingly. If it gets below support it could go down to $230. It has a wide trading range. He would consider taking a position in this but start small and be willing to sell below $260.
Anthem Inc (ANTM-N)
November 5, 2018
Support is close to where it is now at $264. Take a position accordingly. If it gets below support it could go down to $230. It has a wide trading range. He would consider taking a position in this but start small and be willing to sell below $260.
Jeff Parent B. Eng. FCSI CIM
VP & Portfolio Manager, Chief Investment Officer, Castlemoore Inc.
Price
$269.180
Owned
Unknown
PAST TOP PICK
PAST TOP PICK
October 22, 2018

(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.

Anthem Inc (ANTM-N)
October 22, 2018

(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.

Ashley Misquitta, CFA
Senior Portfolio Manager, Empire Life
Price
$275.730
Owned
Yes
HOLD
HOLD
October 12, 2018

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.

Anthem Inc (ANTM-N)
October 12, 2018

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.

Ross Healy
Chairman, Strategic Analysis Corp
Price
$271.410
Owned
No
BUY
BUY
October 3, 2018

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

Anthem Inc (ANTM-N)
October 3, 2018

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

Gordon Reid
President, GoodReid Investment Counsel
Price
$276.240
Owned
Yes
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