Anthem Inc

ANTM-N

NYSE:ANTM

267.00
1.68 (0.63%)
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.
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Analysis and Opinions about ANTM-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
February 2, 2016

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

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Anthem Inc (ANTM-N)
February 2, 2016

One of the 2 biggest health insurers in the US. A great business that has done really well. Stock has pulled back despite the earnings. The dividend continues to grow. Trading at 11X this year’s earnings and 10X next year’s. This is a Buy Back machine having reduced shares outstanding by 57% in the last 9 years. Dividend yield of 1.97%.

HOLD
HOLD
December 15, 2015

Healthcare company and insurer of 40 million American lives. Most business is from commercial and government. He likes it very much. There will be some dislocation from the affordable care act. You skate through it with large companies with scale.

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Anthem Inc (ANTM-N)
December 15, 2015

Healthcare company and insurer of 40 million American lives. Most business is from commercial and government. He likes it very much. There will be some dislocation from the affordable care act. You skate through it with large companies with scale.

COMMENT
COMMENT
November 27, 2015

One of the largest healthcare insurers in the US. Have close to 40 million Americans insured. Feels the stock has suffered because of the total malaise that healthcare is feeling, and the uncertainty of the healthcare reform that we have seen over the last couple of years. Their teething problems will get sorted out. The important thing is that the wind is at their back, because more and more people need to be insured and will be, and are getting older and will need insurance and healthcare.

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Anthem Inc (ANTM-N)
November 27, 2015

One of the largest healthcare insurers in the US. Have close to 40 million Americans insured. Feels the stock has suffered because of the total malaise that healthcare is feeling, and the uncertainty of the healthcare reform that we have seen over the last couple of years. Their teething problems will get sorted out. The important thing is that the wind is at their back, because more and more people need to be insured and will be, and are getting older and will need insurance and healthcare.

TOP PICK
TOP PICK
November 4, 2015

A very large US insurer, Blue Cross and Blue Shield. They ensure about 37-38 million Americans. This has come down with the whole healthcare area through the summer, and he thinks there are opportunities selectively in health care. Trading at about 13X this year’s earnings. Dividend yield of 1.85%.

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Anthem Inc (ANTM-N)
November 4, 2015

A very large US insurer, Blue Cross and Blue Shield. They ensure about 37-38 million Americans. This has come down with the whole healthcare area through the summer, and he thinks there are opportunities selectively in health care. Trading at about 13X this year’s earnings. Dividend yield of 1.85%.

PAST TOP PICK
PAST TOP PICK
September 21, 2015

(Top Pick Sep 10/14, Up 26.84%) These are pretty good businesses. With the increased involvement in Medicaid and Medicare, part of the way they reduce costs is to consolidate. The acquisitions in the sector are accretive for shareholders.

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Anthem Inc (ANTM-N)
September 21, 2015

(Top Pick Sep 10/14, Up 26.84%) These are pretty good businesses. With the increased involvement in Medicaid and Medicare, part of the way they reduce costs is to consolidate. The acquisitions in the sector are accretive for shareholders.

HOLD
HOLD
June 16, 2015

This is an insurer and insures about 40 million Americans. If you were going into this area he would go big because they have scale. The operating leverage of that kind of model is very, very positive. Trading at about 14X earnings.

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Anthem Inc (ANTM-N)
June 16, 2015

This is an insurer and insures about 40 million Americans. If you were going into this area he would go big because they have scale. The operating leverage of that kind of model is very, very positive. Trading at about 14X earnings.

PAST TOP PICK
PAST TOP PICK
June 3, 2015

(A Top Pick June 16/14. Up 56.11%.) One of the US’s largest healthcare insurers. A free cash flow story and a great, great business. One of the solutions to the high healthcare spending in the US. They do all the negotiating with the doctors, hospitals, etc. Have used their free cash flow to buy back a lot of stock, but also now recently to pay dividends. Thinks it is going higher. This is a great holding.

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Anthem Inc (ANTM-N)
June 3, 2015

(A Top Pick June 16/14. Up 56.11%.) One of the US’s largest healthcare insurers. A free cash flow story and a great, great business. One of the solutions to the high healthcare spending in the US. They do all the negotiating with the doctors, hospitals, etc. Have used their free cash flow to buy back a lot of stock, but also now recently to pay dividends. Thinks it is going higher. This is a great holding.

COMMENT
COMMENT
May 5, 2015

Healthcare is a great place to complement a portfolio and an obvious place to hedge against the US$ fluctuations. This one is a very, very large insurer. Somewhere around 40 million Americans in the healthcare area. It is a growth area because of the healthcare reform. Public sign-ups are increasing. Recently reported some very strong numbers.

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Healthcare is a great place to complement a portfolio and an obvious place to hedge against the US$ fluctuations. This one is a very, very large insurer. Somewhere around 40 million Americans in the healthcare area. It is a growth area because of the healthcare reform. Public sign-ups are increasing. Recently reported some very strong numbers.

TOP PICK
TOP PICK
April 7, 2015

The biggest healthcare insurance provider. A great play on helping the US control healthcare costs. Medical expenses are probably one of the biggest expenditure in the US. Historically, have done a great job for the customers as well as for their shareholders. Producing ever increasing streams of earnings and cash flows. Probably trading at the upper end of its historical PE, but he feels people are starting to realize the quality of these businesses. Trading at 14 X next year’s earnings. In the last 8 years, it has gone from 627 million shares outstanding to about 280 million because of share buyback. Yield of 1.61%.

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Anthem Inc (ANTM-N)
April 7, 2015

The biggest healthcare insurance provider. A great play on helping the US control healthcare costs. Medical expenses are probably one of the biggest expenditure in the US. Historically, have done a great job for the customers as well as for their shareholders. Producing ever increasing streams of earnings and cash flows. Probably trading at the upper end of its historical PE, but he feels people are starting to realize the quality of these businesses. Trading at 14 X next year’s earnings. In the last 8 years, it has gone from 627 million shares outstanding to about 280 million because of share buyback. Yield of 1.61%.

HOLD
HOLD
January 15, 2015

Very well-managed. The multiple on the stock has gone from 8 or 9 times earnings up to around 14 times earnings. Still not expensive. Have gained great control of their medical/loss ratio. A very large insurer of close to 40 million Americans and tied in through Blue Cross.

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Anthem Inc (ANTM-N)
January 15, 2015

Very well-managed. The multiple on the stock has gone from 8 or 9 times earnings up to around 14 times earnings. Still not expensive. Have gained great control of their medical/loss ratio. A very large insurer of close to 40 million Americans and tied in through Blue Cross.

WATCH
WATCH
November 24, 2014

Not the inexpensive stock that it was before. Have done good things and have been rewarded. He still owns but is very aware that maybe there is more risk today than there was previously. This is one that you don’t just put away, but you continue to watch it.

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Anthem Inc (ANTM-N)
November 24, 2014

Not the inexpensive stock that it was before. Have done good things and have been rewarded. He still owns but is very aware that maybe there is more risk today than there was previously. This is one that you don’t just put away, but you continue to watch it.

PAST TOP PICK
PAST TOP PICK
November 3, 2014

(A Past Pick Nov 13/13. Up 45.93%.) At the time, this was trading at well under 10X earnings. They had new management that was showing positive signals. Also, Obama care was on the horizon with a very cloudy future. Company is doing very well. This is now going to have to rely on organic growth.

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Anthem Inc (ANTM-N)
November 3, 2014

(A Past Pick Nov 13/13. Up 45.93%.) At the time, this was trading at well under 10X earnings. They had new management that was showing positive signals. Also, Obama care was on the horizon with a very cloudy future. Company is doing very well. This is now going to have to rely on organic growth.

BUY
BUY
September 30, 2014

You have to look at the implications of the affordable health care act. There are some risks, but they create opportunities. US insurers have that critical mass so when they win in one area it more than offsets another area. A greater and greater number of people are now able to be insured. They are doing well and the demographics are in favour of these companies.

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Anthem Inc (ANTM-N)
September 30, 2014

You have to look at the implications of the affordable health care act. There are some risks, but they create opportunities. US insurers have that critical mass so when they win in one area it more than offsets another area. A greater and greater number of people are now able to be insured. They are doing well and the demographics are in favour of these companies.

TOP PICK
TOP PICK
September 10, 2014

Largest US health insurer. A really well positioned company longer term. Health insurers are a part of the solution to controlling health costs because of the nature of the market. You have buyers going to suppliers and generally don’t have the information that they need. This company acts as a middle man to help get the best prices. Trading at a cheap valuation of 12X next year’s earnings. Almost 2% in dividend, which is increased every year.

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Anthem Inc (ANTM-N)
September 10, 2014

Largest US health insurer. A really well positioned company longer term. Health insurers are a part of the solution to controlling health costs because of the nature of the market. You have buyers going to suppliers and generally don’t have the information that they need. This company acts as a middle man to help get the best prices. Trading at a cheap valuation of 12X next year’s earnings. Almost 2% in dividend, which is increased every year.

HOLD
HOLD
August 20, 2014

Changed management a little and got a little bit more and better control of their medical costs. Was trading at a very depressed multiple of 10X earnings but is still good value at 13X earnings. 1.5% dividend yield.

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Anthem Inc (ANTM-N)
August 20, 2014

Changed management a little and got a little bit more and better control of their medical costs. Was trading at a very depressed multiple of 10X earnings but is still good value at 13X earnings. 1.5% dividend yield.

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