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
BUY
BUY
June 26, 2014

He is a long term holder. It has done well. They were having management issues. But the new management team is doing a better job.

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Anthem Inc (ANTM-N)
June 26, 2014

He is a long term holder. It has done well. They were having management issues. But the new management team is doing a better job.

TOP PICK
TOP PICK
June 16, 2014

Stock has gone up, but it is still cheap because it continues to generate good value for shareholders and grow their cash flows. Because the stock is traded at such cheap valuations, they have been able to buy back a lot of their stock and reduce the share count significantly. Perfect confluence of increasing dividends, reducing share count and well-positioned to benefit in the current healthcare environment in the US.

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Anthem Inc (ANTM-N)
June 16, 2014

Stock has gone up, but it is still cheap because it continues to generate good value for shareholders and grow their cash flows. Because the stock is traded at such cheap valuations, they have been able to buy back a lot of their stock and reduce the share count significantly. Perfect confluence of increasing dividends, reducing share count and well-positioned to benefit in the current healthcare environment in the US.

PAST TOP PICK
PAST TOP PICK
May 30, 2014

(A Top Pick May8/13. Up 47.02%.) A year ago, this was definitely an undervalued stock trading at less than 10X earnings. Got new management in the last year. The street has started to view these types of companies a little more constructively.

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Anthem Inc (ANTM-N)
May 30, 2014

(A Top Pick May8/13. Up 47.02%.) A year ago, this was definitely an undervalued stock trading at less than 10X earnings. Got new management in the last year. The street has started to view these types of companies a little more constructively.

PAST TOP PICK
PAST TOP PICK
March 24, 2014

(A Top Pick March 27/13. Up 58.76%.) Still really likes it and thinks there is quite a bit more to go. This is one of the solutions to the US healthcare spending problem. This is the largest healthcare insurer in the US. A great free cash flow machine.

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Anthem Inc (ANTM-N)
March 24, 2014

(A Top Pick March 27/13. Up 58.76%.) Still really likes it and thinks there is quite a bit more to go. This is one of the solutions to the US healthcare spending problem. This is the largest healthcare insurer in the US. A great free cash flow machine.

PAST TOP PICK
PAST TOP PICK
December 6, 2013

(A Top Pick Sept 4/13. Up 4.42%.) A free cash flow machine. Expects it to continue to move upwards. Pays a dividend that will increase next year and they are buying back shares. Cheap at 10X next years earnings.

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Anthem Inc (ANTM-N)
December 6, 2013

(A Top Pick Sept 4/13. Up 4.42%.) A free cash flow machine. Expects it to continue to move upwards. Pays a dividend that will increase next year and they are buying back shares. Cheap at 10X next years earnings.

BUY
BUY
December 3, 2013

Thinks there is further upside from here. The healthcare area is one that has some opportunity because there are a lot of unknowns as to how the new legislation is going to affect these companies. His strategy is to go with the bigger ones, the ones that have scale and diversified portfolios with different offerings. Likes this because it has the Medicare but also has a strong Medicaid program. Priced well. Trading at only about 9-9.5 times earnings. Future growth should be good because of the scale it has, with 36 million members. This whole area is going to grow because of volume.

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Anthem Inc (ANTM-N)
December 3, 2013

Thinks there is further upside from here. The healthcare area is one that has some opportunity because there are a lot of unknowns as to how the new legislation is going to affect these companies. His strategy is to go with the bigger ones, the ones that have scale and diversified portfolios with different offerings. Likes this because it has the Medicare but also has a strong Medicaid program. Priced well. Trading at only about 9-9.5 times earnings. Future growth should be good because of the scale it has, with 36 million members. This whole area is going to grow because of volume.

TOP PICK
TOP PICK
November 13, 2013

It has been held back with all of the managed care operators because of what is happening with healthcare in the US and the uncertainty. Big companies have the scale and diversification to overcome hiccups along the way. 36 million people are using this company. Expects them to make about $9 a share next year. Quite possible to see $95-$100 next year. 1.7% dividend yield.

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Anthem Inc (ANTM-N)
November 13, 2013

It has been held back with all of the managed care operators because of what is happening with healthcare in the US and the uncertainty. Big companies have the scale and diversification to overcome hiccups along the way. 36 million people are using this company. Expects them to make about $9 a share next year. Quite possible to see $95-$100 next year. 1.7% dividend yield.

BUY
BUY
October 21, 2013

Lumpiness in well point and others comes out of Obamacare. HMOs are going to be challenged. Longer term this is a volume issue and this one should do well. IT has been stuck here for a bit but is only at 10 times earnings and should grow over time.

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Anthem Inc (ANTM-N)
October 21, 2013

Lumpiness in well point and others comes out of Obamacare. HMOs are going to be challenged. Longer term this is a volume issue and this one should do well. IT has been stuck here for a bit but is only at 10 times earnings and should grow over time.

TOP PICK
TOP PICK
September 4, 2013

Great way to play long-term rise in healthcare spending in the US. They are the leading healthcare insurer. As the Obama care get rolled out, they are well positioned to benefit. Some of the programs being rolled out present huge market opportunities. Cheap, cheap stock. A free cash flow machine. About a 2% yield and buyback stock a lot of times. His target is $105 in 12 months.

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Anthem Inc (ANTM-N)
September 4, 2013

Great way to play long-term rise in healthcare spending in the US. They are the leading healthcare insurer. As the Obama care get rolled out, they are well positioned to benefit. Some of the programs being rolled out present huge market opportunities. Cheap, cheap stock. A free cash flow machine. About a 2% yield and buyback stock a lot of times. His target is $105 in 12 months.

TOP PICK
TOP PICK
May 8, 2013

People nervous about Obamacare makes it a good entry point for this one. It has the size and scale to cope with some of the changing legislation. 2.01% yield.

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People nervous about Obamacare makes it a good entry point for this one. It has the size and scale to cope with some of the changing legislation. 2.01% yield.

PAST TOP PICK
PAST TOP PICK
May 2, 2013

(A Top Pick March 27/13. Up 13.51%.) Largest healthcare insurer in the US. US has a problem with their health care and healthcare insurance companies are part of their solution. These companies are just free cash flow machines. Still has further to go.

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(A Top Pick March 27/13. Up 13.51%.) Largest healthcare insurer in the US. US has a problem with their health care and healthcare insurance companies are part of their solution. These companies are just free cash flow machines. Still has further to go.

PAST TOP PICK
PAST TOP PICK
April 11, 2013

(A Top Pick April 18/12. Up 3.34%.) Thinks it is very well-positioned for Obama care. One of the things that he likes about it is it has scale. Bought Amerigroup which got them into the Medicaid area. Trading at only about 8.5X earnings. Management has been a little bit of an issue but they now have new management.

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Anthem Inc (ANTM-N)
April 11, 2013

(A Top Pick April 18/12. Up 3.34%.) Thinks it is very well-positioned for Obama care. One of the things that he likes about it is it has scale. Bought Amerigroup which got them into the Medicaid area. Trading at only about 8.5X earnings. Management has been a little bit of an issue but they now have new management.

TOP PICK
TOP PICK
March 27, 2013

Leading HMO in the US. Health insurer sector has been an underperformer in the market as people are really worried about implications of changing healthcare in the US. His long-term view is this is one of the solutions for controlling healthcare costs. This company is very effective in getting the best deal for their clients. Over time, these have been great, great generators of wealth for shareholders. Trading at 8X earnings and a 2.31% dividend yield that was just increase 30% and will be increased every year. Have been buying back stock.

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Anthem Inc (ANTM-N)
March 27, 2013

Leading HMO in the US. Health insurer sector has been an underperformer in the market as people are really worried about implications of changing healthcare in the US. His long-term view is this is one of the solutions for controlling healthcare costs. This company is very effective in getting the best deal for their clients. Over time, these have been great, great generators of wealth for shareholders. Trading at 8X earnings and a 2.31% dividend yield that was just increase 30% and will be increased every year. Have been buying back stock.

COMMENT
COMMENT
July 25, 2012
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.
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Anthem Inc (ANTM-N)
July 25, 2012
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
TOP PICK
April 18, 2012
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.
Show full opinionHide full opinion
Anthem Inc (ANTM-N)
April 18, 2012
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.
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