ELV News and Press, Elevance Health Inc Com From 05/15/24

2024-05-15 14:20:39 ET Summary This monthly article series shows aggregate industry metrics in the healthcare sector. All healthcare subsectors are overvalued based on my metrics. Pharmaceuticals/biotechnology has the lowest scores in both value and quality. Invesco S&P 50...

2024-05-13 04:06:09 ET Summary I have been focused on accumulating shares of blue chip compounders with market-beating returns and increasing passive income. I have reduced my holding count from 85 stocks/funds to 70 and have become more concentrated in my highest conviction ideas...

Believes Enhabit’s Shares Do Not Reflect its Intrinsic Value or Strategic Potential Has Nominated Seven Highly Qualified Independent Directors Believes AREX Slate Would Provide Board With Sorely Needed Home Health and Hospice Expertise NEW YORK, May 09, 20...

2024-05-07 15:55:56 ET More on Teladoc Health Teladoc: Even UnitedHealth Is Turning Its Back On Telehealth Teladoc: Huge Execution Problem Teladoc Health, Inc. (TDOC) Q1 2024 Earnings Call Transcript Teladoc off 3% on bottom line miss; 2024 outlook range incl...

2024-05-05 04:35:03 ET Summary With CVS having reported terrible Q1 earnings and cutting FY24 EPS guidance by ~20%, I view management's credibility in executing its "show-me" story as highly challenged. Being the first quarterly EPS miss in years and at that scope (~22% below cons...

2024-05-04 07:55:57 ET More on Cigna, Centene, etc. CVS Health: A Terrible Earnings Report, But An Undervalued Stock The Cigna Group 2024 Q1 - Results - Earnings Call Presentation The Cigna Group (CI) Q1 2024 Earnings Call Transcript Cigna shares down despite...

2024-05-01 07:17:39 ET More on CVS Health CVS Health: 8x P/E, 8% Growth Projection - It's A Market Blind Spot CVS Health: Seizing Opportunity Amid Recent Declines CVS Health: Good Management Is Keeping Their Promises CVS Health Non-GAAP EPS of $1.31 misses by...

2024-04-29 12:38:00 ET More on United States 10-Year Bond Yield: Wall Street Lunch: Bond Bulls In Hibernation Dollar Consolidates But Adjustment Is Not Over Wall Street Lunch: So Long Summer Of Rate Cuts Société Générale spotlights key tec...

2024-04-25 08:00:00 ET Summary Polaris Capital Management, LLC is a leading global value equity manager, serving the investment needs of institutions and individuals since 1995. Polaris has one of the longest global and international equity track records of any firm presently in opera...

2024-04-23 12:14:55 ET Summary In the stock market, investor sentiment can change very quickly. Elevance Health's total revenue and adjusted diluted EPS climbed higher during the first quarter. The company's financial positioning is solid, which is supported by the interest co...