Vitaliy Katsenelson: You Don't Have to Be Sick to Own HMOs
Vitaliy Katsenelson: You Don't Have to Be Sick to Own HMOs
(via contrarianedge.com)
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.
