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7 pts

Opinion on  Humana Inc. (HUM)     Sector: Financial  >  Industry: Insurance (Accident & Health)
Sister Health Move : Mean Reversion

Jun 19, 2008 07:53 PM GMT
Dcgicon
Return Risk
-4.79% MID
Sr. Analyst

As I posted for Cigna, Health sector revenues are of the most stable. Cigna and Humana are well priced, middle capitalized and still gearing for innovation.

These sister trades will provide a touch of diversification. One may fail and one may succeed but on overall these two picks represent a nice area of growth within a typically recession proof sector.


HUM:  This call was made on 06/19/08 @ $42.77
Rating:   Positive   $42.77 (06/19/08)
Closed:   08/04/2008 @ $46.81 (+9.45% in 46 days)
Target:   $45.00 (+5.21%) in Three months


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