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Sahil Gujral submits:On Tuesday, UnitedHealth (UNH) raised guidance by 20 cents a share, lowering 2Q 2010's medical loss ratio by 2.10% from 2Q2009 while reporting 50% more cash from operations in 1H2010 than 1H2009. This is the sort of outcome I predicted in a talk at Yale on my start-up's plans to lower American health insurance costs post-reform.Complete Story »

Sahil Gujral submits:On Tuesday, UnitedHealth (UNH) raised guidance by 20 cents a share, lowering 2Q 2010's medical loss ratio by 2.10% from 2Q2009 while reporting 50% more cash from operations in 1H2010 than 1H2009. This is the sort of outcome I predicted in a talk at Yale on my start-up's plans to lower American health insurance costs post-reform.Complete Story »

Stone Fox Capital submits:Cheap, cheap, cheap. Amazing how truly bearish this market has become. All earnings expectations are scrutinized to the nth degree. Even a strong company like Coventry Health (CVH) can up guidance for 2010 by nearly 10% and see the stock barely react with the PE at only 6.7. The stock has been down 35% over the last couple of months.How did we get to a point where investors are so bearish that they completely ignore fundamentals? Sure CVH is in the healthcare sector and Obama's new healthecare bill raises alot of concerns in the industry, but CVH has had a couple of months to study the impacts and it is comfortable enough to up guidance.Complete Story »

optionMONSTER submits: By Jon (DRJ) NajarianRegardless of what you and I may think of this health care reform that's due for a vote in Congress this weekend, the clear winners in the short term are not the American people but the insurance companies. This bill as it is constituted is an absolute windfall for these insurers, and their shares have rallied strongly as support for the legislation has gained. Complete Story »

Coventry Health Care Inc. (CVH)
Q2 2009 Earnings Call
July 28, 2009 8:00 am ETComplete Story »

Donald Johnson submits:The Obama administration Monday backed down from its demand that Congress enact a public option health plan and said that any approach that would increase competition among health insurers would be acceptable to the president.Good move. If Congress takes the bait, health insurers will face uncertainty instead of extinction.Complete Story »

Frederic Ruffy submits: SentimentStocks opened steady and are holding modest gains in light trading Monday. With no economic data and no earnings news of broad market significance, many investors are likely taking a wait-and-see approach ahead of this week's busy economic calendar -- which includes key monthly jobs data Thursday.There doesn't seem to be much concern heading into the data. Twenty-eight of the Dow thirty are holding gains and the industrial average is up 82 points heading into the final 45 minutes of trading. Volume is slow, as trading desks are light ahead of this week's three-day 4th of July holiday weekend.Complete Story »