Humana, Inc. (NYSE:HUM)

Good space.

CMS 2014 final rule will be a killer

Insurers are not well positioned yet to deal with increasing hospital negotiating power. Also I think more cyclical exposure is appropriate now.

This company looks like it is selling at a discount. I calculate normalized owner earnings yield around 11%, and HUM has respectable average ROIC of roughly 11% as well over the past few years. They continue to generate cash, and sales, BV, and earnings continue to grow. I think this could be priced above $100 in over a year. Let's see where this goes.

obama

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S&P STARS Ranking: = 5 stars (5 is the highest rank out of 5)
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S&P Fair Value Ranking: = 5 (5 = undervalued, 1 = overvalued)

This company will really conquer the S&P 500 performance. This weeks for sure.

SO CHEAP right now!

Attractive valuation, aging population, mandatory health coverage: it all adds up to steadily increasing profits and thus share price for the forseeable future.

Fortune 500 top-ten performing stock from 2011.

Based upon historical earnings growth, I think this stock should be valued near $152.79 using discounted cash flows over the next 5 years. This produces a safety margin of 41%.

12/13

Expanding into higher margin products tangental to the core insurance business

Healthcare costs are going up, and who know what happens with the reform

Beaten down unfairly by healthcare uncertainty. Low P/E.

Strong financials and undervalued

When the holy trinity of a major corporation (CEO, CFO and COO) all SELL $2 million or more ($5 million in one case) of their company's stocks (as did these three within the past month), just maybe it's time to high tail it toward the exit!

Health Care reform
very low p/e, value at the bottom
Dow Theory Quadrix score 99/100
partnership with CVS
Mid cap value
now if they would only pay a dividend :)

Heathcare is a industry that is going to be vital in the future.