Corporate Research Group’s Weblog

 Equity analyst Carl McDonald (who recently made the move from Oppenheimer to Citigroup) has initiated coverage on the managed care sector with “buy” ratings for Health Net, Triple-S and WellPoint – three companies with lots of cash and room for margin improvement.  He has rated as “hold” Aetna, Cigna, Coventry and UnitedHealth.  McDonald agrees that 2010 will be a very good year for plan profits.  But the problem isn’t 2010; it’s every year after.  Extended coverage appears in the July 12 issue of Carl Mercurio’s Health Plan Market Trends Letter.

This entry was posted on Tuesday, July 13th, 2010 at 5:56 pm and is filed under Managed Care. You can follow any responses to this entry through the RSS 2.0 feed. You can leave a response, or trackback from your own site.