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9 pts

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

Nov 01, 2008 11:34 PM GMT
11235
Return Risk
+0.92% MID
Sr. Associate

HUM......................  when troops begin to come home, they'll claim government benefits... when they do... Humana will get paid....

It manages its business with two segments: Government and Commercial. The Government segment consists of beneficiaries of government benefit programs , and includes three lines of business: Medicare, Military , and Medicaid. The Commercial segment consists of members enrolled in its medical and specialty products marketed to employer groups and individuals

It's trading at 7 P/E like American troops will decide to move to (and like they can afford to move to) the Bahamas instead of back to their homes in the US.  Oh yeah, and a decade of retiree growth might also help.

 


HUM:  This call was made on 11/01/08 @ $30.12
Rating:   Positive   $30.12 (11/01/08)
Closed:   11/06/2008 @ $36.4 (+20.85% in 5 days)
Target:   $40.00 (+32.80%) in > one year


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