Anthem Inc | StockChase
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Anthem Inc (ANTM-N)

Last Price Recorded: $220.4200 on 2017-11-23

ON STOCKCHASE SINCE Sep 2002

Formerly Wellpont Health Networks (WLP-N)

medical services

Anthem Inc


Signal Opinion Expert

2017-11-16

TOP PICK
Anthem Inc (ANTM-N)

A free cash flow machine. Have retired 58% of their outstanding shares in the last decade. The #2 managed care organization, health insurer, in the US. Dividend yield of 1.3%. (Analysts’ price target is $226.)

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $220.890
Owned: Yes

2017-09-27

PAST TOP PICK
Anthem Inc (ANTM-N)

(A Top Pick Dec 5/16. Up 31%.) The 2nd largest health insurer in the US, and has been a long term holding for him. Trading at only about 14X his earnings estimate for next year and trades at almost a 7%-8% free cash flow yield.

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $186.450
Owned: Yes

2017-09-14

PAST TOP PICK
Anthem Inc (ANTM-N)

(Top Pick Feb 22/17, Up 17%)  They are a pure play on health insurance in the US.  They are a leader in 14 states on blue cross and blue shield.  Technicians should grin at this chart.

medical services
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group

Price: $186.750
Owned: Yes

2017-08-01

PAST TOP PICK
Anthem Inc (ANTM-N)

(A Top Pick Sept 6/16. Up 53%.) The number 2 health insurer in the US. They are primarily in 13-14 states and tend to be the #1 provider. Has about a 2% dividend yield. Trading at only around 14X earnings.

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $186.670
Owned: Yes

2017-05-15

TOP PICK
Anthem Inc (ANTM-N)

A great story. The stock has done really well over the last 10 years. The 2nd largest health insurer in the US. It helps to deal with some of the escalating health-care costs problems. Generates gobs and gobs of free cash flow. Trading at about 13X next year’s earnings. Dividend yield of 1.4%. (Analysts’ price target is $191.)

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $182.300
Owned: Yes

2017-05-10

PAST TOP PICK
Anthem Inc (ANTM-N)

(A Top Pick Feb 22/17. Up 39.41%.) He really likes the managed care sector in the US. This is one of the largest Blue Cross-Blue Shield insurance companies. There are some potential rate tailwinds from a tax reform.

medical services
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group

Price: $180.130
Owned: Yes

2017-03-16

TOP PICK
Anthem Inc (ANTM-N)

A US health insurance company. The whole area is in turmoil right now. They insure about 40 million Americans. Even with all of the turmoil, the whole idea from a logical standpoint is that both the Republicans and the Democrats have vowed that they want no one to be left behind, that they want insurance. Ultimately, if insurance is going to work, it has to be very broad. Dividend yield of 1.5%. (Analysts’ price target is $174.)

medical services
Gordon Reid

President, GoodReid Investment Counsel

Price: $168.420
Owned: Yes

2017-02-22

TOP PICK
Anthem Inc (ANTM-N)

The dominant licensee of Blue Cross Blue Shield in 14 states. About 1 in 9 Americans have insurance through them. There are some very structural, positive tailwinds for the medical managed care organizations over the next couple of years. Dividend yield of 1.59%. (Analysts’ price target is $175.75.)

medical services
Paul Macdonald

Chief Investment Officer & Portfolio Manager, Harvest Portfolios Group

Price: $163.270
Owned: Yes

2017-02-21

PAST TOP PICK
Anthem Inc (ANTM-N)

(A Top Pick Feb 2/16. Up 31.82%.) The #2 healthcare insurer in the US. Healthcare has been out of favour in the last year, but even with that this has made decent money. A testament to what a great quality business is. A fantastic cash generating business. Undervalued, trading at 12X 2018 earnings. Dividend increases every year, and they buy back stock.

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $164.220
Owned: Yes

2017-01-26

BUY
Anthem Inc (ANTM-N)

A place in the insurance health care space you want to be in until things in that space work out.  Blue Cross/Blue Shield. 

medical services
Gordon Reid

President, GoodReid Investment Counsel

Price: $152.400
Owned: Unknown

2017-01-25

COMMENT
Anthem Inc (ANTM-N)

Considers this as a commercial predominant HMO. Most of the lives on this are going to be sponsored by an employer. A fine business. Typically, over time they run on a medical loss ratio, so tend to run over time on the percentage of premiums that come in that are paid out as claims. As Republicans unveil what they want to do in order to replace Obama care, he thinks you will see some issues emerging that threaten some of the companies that take most of their premiums from employers, that is a long-term concern. In the meantime, this should do reasonably well.

medical services
Dr. Richard Evans

Head of Healthcare Practice, SSR

Price: $153.710
Owned: Unknown

2016-12-05

TOP PICK
Anthem Inc (ANTM-N)

This has been a long term holding for him, and has done really well owning it. He took some profits about 1.5 years ago during the merger mania, when this company announced its merger with Cigna, and since that time you can see the peak, and the stock has tailed off until just recently. The Obama administration were really pushing back against mergers, and there is a much better prospect that the mergers will go forward. The stock is really cheap trading at 12X earnings, and it should trade closer to a market multiple. Dividend yield of 1.8%. (Analysts’ price target is $155.88.)

medical services
Alex Ruus

Portfolio Manager, Arrow Capital Management

Price: $144.090
Owned: Yes

2016-10-18

PAST TOP PICK
Anthem Inc (ANTM-N)

(Top Pick Nov 4/15, Down 8.04%) It is down on the threat of a democratic election.  This is the place you want to be in the health care space at this point.  They are large and diversified, adaptable company in this space at attractive valuations of 11 times earnings.

medical services
Gordon Reid

President, GoodReid Investment Counsel

Price: $123.150
Owned: Yes

2016-10-11

COMMENT
Anthem Inc (ANTM-N)

The deal with Cigna has been an overhang on the stock. A $50 billion acquisition. Having the 2nd and 4th largest players coming together is subject to review by government, and he expects the decision will come early next year. If successful, he thinks the stock will behave nicely and you get a good lift. Even if it is unsuccessful, you probably still get a lift because this uncertainty goes away, and investors will see that management is now getting back to business.

medical services
Dean Orrico

President, Middlefield Capital Corp.

Price: $121.900
Owned: Yes

2016-09-26

BUY
Anthem Inc (ANTM-N)

She owns United Healthcare (UNH-N) instead.  She thinks this is an interesting buying opportunity here.  We are seeing a lot of changes in this area and she is looking for a lot of changes in the next 12 months.  If you own it, it is a hold, but you must think three years out. 

medical services
Liz Miller

President, Summit Place Financial Advisors

Price: $125.080
Owned: No

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