SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (28353)10/2/2007 12:19:58 AM
From: rllee  Read Replies (1) | Respond to of 78750
 
UNH, which now replaced Pacificare HMO, was similarly omitted from my list of available HMO's offered by my employer's health plan. I am sure UNH's price bidding was less competitive compared to Blue Cross (WLP) or Healthnet, both of which were still available for my company next year.

Cramer is still hanging on to it though, claimed it is too cheap to sell.



To: Spekulatius who wrote (28353)10/2/2007 10:15:00 AM
From: Spekulatius  Read Replies (1) | Respond to of 78750
 
UNH, WLP, KFY -
switched some of my position in UNH into WLP for aforementioned reasons. WLP incidentally affirmed earnings for Y2007 today.

I took an exploratory (in Paul's terms ) position in KFY. this is a stock I picked from a Magic formula screen. KFY is the large headhunter agency. Obviously a cyclical business but ROA can be pretty good (as the magic formula attests).


HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News