Watchlist

Watchlist
Aetna Inc. (AET)
SHAREHOLDER ALERT: Monteverde & Associates PC Announces An Investigation Of Buffalo Wild Wings, Inc., Aetna, Inc., General Cable Corporation, Sigma Designs, Inc., Entellus Medical, Inc., and Regal Entertainment Group
NEW YORK , Dec. 13, 2017 /PRNewswire/ -- Juan Monteverde , founder and managing partner at Monteverde & Associates PC , a boutique securities firm headquartered at the Empire State Building in New York City , is investigating: Buffalo Wild Wings, Inc. ("BWW") (N…
CVS And Aetna: The Worst Of Sick-Care Under One Roof
Conflicts of interest abound in the takeover of Aetna (AET) by CVS (CVS), on several levels, but the major long-term problem with this deal is that it is a consolidation based on weakness. Playing defense is never an attractive investment, for this ends up with fighting a rearguard action. Bas…
Sell CVS Before The Inevitable Credit Downgrade And Balance Sheet Destruction
After much speculation by Wall Street about CVSs (NYSE: CVS ) mega-acquisition of Aetna (NYSE: AET ), details have finally emerged about CVSs offer. While initial details suggested that an offer near $200 a share would be made, with at least 30% in cash, the final offer came …
CVS & AETNA: Are The Risks Worth The Rewards?
Every now and then buying a beaten down growth stock does not turn out exactly as expected. We purchased CVS health Inc ( CVS ) for what we saw as a moderately fast growing dividend stock that had been unfairly punished by the market. To us the bear arguments made little sense. We did not see …
Wall Street Breakfast: Weekly Highlights
Equities mostly ticked higher this past week as investors were pleased by tax progress in Washington and a strong jobs report. The Dow and S&P 500 both advanced 0.4% , closing Friday's session at record highs, but the Nasdaq slipped 0.1% . The week also saw U.S. crude oil de…
CVS: Great For All - Apart From Shareholders
Investment Thesis The market remains highly doubtful that CVS Health ( CVS ) will be able to merge with Aetna ( AET ). While I assume that the merger is more likely than not to complete; even if CVS succeeds in merging Aetna, CVS' stock has limited upside potential. Financials of the deal …
CVS: Undervalued, But $67 Billion Aetna Deal Is A Hard Pill To Swallow
By Bob Ciura CVS Health (CVS) is on the verge of acquiring Aetna (AET) for $69 billion, or $77 billion including Aetna's debt. There are many good reasons for CVS to acquire Aetna, and the deal is likely to improve its ability to fend off new competitive threats in retail. But some i…
A.M. Best Places Credit Ratings of Aetna Inc. and Its Insurance Subsidiaries Under Review With Negative Implications
A.M. Best has placed under review with negative implications the Long-Term Issuer Credit Rating (Long-Term ICR) of bbb of Aetna, Inc. (Aetna) (headquartered in Hartford, CT) [NYSE: AET]. Concurrently, A.M. Best has placed under review with negative implications the Financ…
Implications Of UnitedHealth's Deal To Buy DaVita Unit
Introduction DaVita ( DVA ) announced that the company will sell its medical group to Optum, a division of UnitedHealth ( UNH ), for $4.9 billion. This is a shockingly high price for a group that was expected to generate a mere $50-85 million in operating income this year. In other wor…
The Healthcare Deal Heard 'Round The World
Image credit The healthcare deal heard 'round the world By now, were all aware that CVS Health ( CVS ) has made a pitch to buy healthcare giant Aetna ( AET ) in a deal that would make an enormous, integrated healthcare player should it go through. The merit of the rationale i…
CVS Healthcare Is No Longer A Dividend Growth Company
In a market that is historically expensive, it's difficult for conservative investors to find attractively priced equities to buy. This is even more true for those investors whose focus is on income/dividend growth because of the market's general thirst for yield due to historically low intere…