Humana Inc
Jim Cramer blasts the prospect of a Humana-Cigna deal — it could never be approved by regulators
Jim Cramer urged Humana (HUM) not to pursue a merger with rival health insurer Cigna (CI), questioning the merits of a potential business combination and the likelihood of it passing U.S. antitrust review. Cigna and Humana could reach an agreement on a stock-and-cash transaction by the end of the year, The Wall Street Journal reported […]
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Cigna shares slide after report it could merge with Humana
The Cigna Group headquarters in Bloomfield, Connecticut, US, on Friday, Oct. 27, 2023. BlooJoe Buglewicz | Bloomberg | Getty Images Shares of Cigna slid on Wednesday after a report that the company is in talks with Humana about a merger between the two health care giants. Spokespeople for Cigna and Humana did not immediately respond […]
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The sell-off in Humana is overdone after strong earnings. Jim Cramer says buy the stock
The post-earnings decline in Humana (HUM) shares Wednesday was overdone, providing investors an opportunity to add to their positions in the Medicare Advantage-focused health insurer. The Club holding remains on solid ground after delivering a top- and bottom-line beat in the third quarter. Revenue for the three months ended Sept. 30 rose 15.9% to $26.42 […]
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UnitedHealth is back and lifting other health-care stocks with it, Jim Cramer says
Traders work at the post where UnitedHealth Group is traded on the floor of the New York Stock Exchange. Brendan McDermid | Reuters UnitedHealth Group‘s (UNH) quality quarterly results Friday are a good sign for the broader health-care landscape, CNBC’s Jim Cramer said. The managed-care giant earned an adjusted $6.56 per share on revenues of […]
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Here are 3 stocks in our portfolio that Goldman Sachs think will rally on earnings
It’s encouraging to see three Club stocks on the bullish side of Goldman Sachs’ new list of 25 tactical trades for earnings season. Asset allocation can be strategic or tactical. Strategic asset allocation generally refers to longer-term investing — think of this as your buy-and-hold approach. Tactical allocation, on the other hand, is more about […]
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Monthly Meeting Q&A with Jim Cramer on everything from tech to health care to industrials
During the October Monthly Meeting , we took questions directly from Investing Club members. Here are Jim Cramer’s and portfolio director Jeff Marks’ responses. Their answers have been edited for clarity. 1. Why do rising interest rates have such a negative effect on technology stocks? (Rod) Jim Cramer: When the Federal Reserve started raising rates, […]
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Here’s a rapid-fire update on all 36 stocks in our portfolio, including our latest addition
Jim Cramer ran through the names during the Club’s October Monthly Meeting on Wednesday. Source
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15 stocks with a history of dividend growth are expected to deliver once again this year
Broadcom (AVGO), Caterpillar (CAT) and Eli Lilly (LLY) are among the 15 Club stocks with a streak of annual dividend growth that Wall Street expects to continue in their current fiscal years. Long-term investors should look to own companies with a history of dividend growth instead of chasing stocks with high yields, Morgan Stanley strategists […]
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Here are all the portfolio moves the Club made in this week’s oversold market
With the stock market deeply oversold this week, we put cash to work by picking stocks across a range of sectors including energy, technology and materials. We also added a former Club chipmaker to our Bullpen and upgraded a premium beer name to a buy rating. Finally, Friday’s market reversal helped us make good on […]
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We’re booking some profits on this health insurance stock after waiting out its slump
It’s taken some patience. But shares of this company finally broke through $500 each in Friday trading, so we’re ringing the register. Source
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