In the following article that I wrote for Forbes.com I describe why we believe that HMO stocks like United Healthcare (UNH) and Well Point (WLP) (we own both) are incredible buys. Stocks had a small run since I wrote it, but their valuations are still compelling.

Today is the day that the 13F’s are released for funds managing over $100m. Below is a list of 4 picks that I find interesting: WCG, SATS, WLP, AMWD

Morningstar analyst, Justin Fuller, reviews the changes to Berkshire Hathaway's portfolio in this first part of a two article series.