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70s in march
65 ah
65 this week :)
Im medicare broker i know the biz inside and out
I was wrong today lol
the proposal out last night, if approved, dramatically increases the number of medicare beneficiaries looking for help to select new plans...
CALLING 65 TODAY
The bots will run this up crazy today based on the medicare drug news out last night. Shopping for medicare plans just got even more important
Huge ah news shopping for medicare plans even more importnant 2020 as drug pricing competition shifts to the plans themselves and away from rebates...holy chit! This will be approved for sure...
https://www.google.com/amp/s/thehill.com/policy/healthcare/427932-trump-administration-make-new-moves-towards-drug-pricing-transparency%3famp
Weird one. Good earnings but riddled with compliant issues. They just lost products in virginia and south carolina this week
partnership with amazon's pill delivery service called Pillpack coming jmho
crazy that its only worth $1.2B as the top online Medicare enrollment portal in the country.
Long way to go folks on call options here keep playing it imo. I think the medicare for all drum is going to prop this to a 40 multiple. That and they raised cash to likely increase operations or buy other brokerages.
60s coming this week
Thanks! Medicare for all very similar to today with private playing its part and $1000+ PPS at EHTH just saying folks..
These guys are the dominant online Medicare Supplement and Medicare Advantage and Prescription drug plan enroller.....
https://www.cnn.com/2019/01/29/politics/medicare-for-all-polling/index.html
Medicare for all like seniors have today with private playing its part is coming...and $1000 PPS here.
EHTH is the dominant online Medicare enroller and only 1.5% market share of existing 40M senior growing to 5% in a few years which gives PPS $200.
Imagine 5% of the 330M U.S. population?
https://www.cnn.com/2019/01/29/politics/medicare-for-all-polling/index.html
my actual expectation is $55M adjusted earnings 2019, $80M 2020, $110M 2021, $150M 2022, and $200M 2023. This is all on Medicare. IF anything Medicare is going to expand in one shape or another which is not factored in here. They can bring the entry age of Medicare down to 60 or 55 and that will solve a lot of the back and forth politically AND bring down cost in both Medicare as well as non medicare.
easy to seem them worth $3B or $150PPS
Hiiq tough. Major cash earnings but regulatory issues. Market gonna give them low pe. But every earnings should be smash hit. Good to buy calls just before earnings each time imo
Story is increased medicare sales but key is the commission the gov allows rises annually so it compounds earnings rise. Only product i know of where the rate of commission rises annually pegged to the cost of care....
Pps 90 target now and 125 into 2020 woth 200 shortly after
60m earnings 2019 for sure near 100m 2020 and 150m 2021
More like 60m ebidta 2019 and 90m 2020. 30 pe here. 90 pps now and 125 into 2020
nailed it brother! likely $60M adjusted in 2019 will realize and nearing $90M in 2020. $100 PPS is now the target IMO...and honestly they will be in the $150M+ adjusted earning range in a few years. Can argue $100 to $125 price target at the moment...
$$$$
Lol amzn to pay 43 per hour on a long island warehouse workforce nothing but bad moces by amzn for many years now
$3B valuation here? PPS $200 link
So HIIQ did $60M in 2018 and will do $100M in 2019 and is in a much larger market then GoodRx who does discount drug cards only. HIIQ does discount drug cards paired with short term health. Heck, roll Good RX in here.
In fact, HIIQ should do $100M in 2019 and $150M in 2020, have no doubt that the amount of people looking for short term medical up by 5x starting in 2019 due no tax and that those who buy short term will keep it longer than they have in the past 4 years.
https://www.cnbc.com/2018/06/20/goodrx-acquisition-talks-could-fetch-3-billion.html
not sure what to say but I do believe 75 PPS in Nov and 80s in December hoping to cash in on calls. all IMO
My estimates 5.0 EPS 2019 7.50 EPS 2020 9.50 EPS 2021
They went from 50,000 plans sold to 400,000 last 4 years and people buy knowing there was a tax penalty.
Starting January 2019 no tax penalty to own = 5x as many people looking for short term medical as its half price of an ACA plan
pure rocket ship. they sell short term health plans, the darling of Trump. they have ramped business in the past 4 years under Obama restrictions from $5M to $60M profits annually. I expect them to double profits just in the next 12 months, from 2.50 EPS to 5.0 as now you can buy these for Jan 1st and not have to worry about a tax penalty.
These guys ramped from 50,000 plans on the books to 400,000 in the last 4 years with anyone buying knowing they still had to pay a penalty.
I expect them to go from 400,000 plans on the books to 800,000 in just the next 12 months.
call it 4.50 EPS for 2019 and I'd say has to be 25 PE so $100 PPS
pure rocket ship. the sell short term health plans, the darling of Trump. they have ramped business in the past 4 years under Obama restrictions from $5M to $60M profits annually. I expect them to double profits just in the next 12 months, from 2.50 EPS to 5.0 as now you can buy these for Jan 1st and not have to worry about a tax penalty.
These guys ramped from 50,000 plans on the books to 400,000 in the last 4 years with anyone buying knowing they still had to pay a penalty.
I expect them to go from 400,000 plans on the books to 800,000 in just the next 12 months.
call it 4.50 EPS for 2019 and I'd say has to be 25 PE so $100 PPS
75 to 100 here NOW!
no more tax penalty! HIIQ doubles enrollment in 2019. I'm thinking 5.0 EPS actually. HIIQ hinting at double the business in all PR
IMO PPS 75 in November and in the 80s December....GL
HIIQ to sell its short term medical plans on Healthcare.gov is what this means. 2.5 profit per share in 2018 will be 4.0 in 2019 as profit increases by 50% due the fed allowing people to stay on the plans more than 3 months. 4.0 turns in to 6.0 to 8.0 2020.
PPS 90 should be now, and $125 in 2019.....call it up and make some $ folks
https://www.cms.gov/blog/new-state-relief-and-empowerment-waiver-guidance-gives-states-tools-help-fix-broken-health-insurance
HIIQ selling on Healthcare.gov is what this means. 2.5 profit per share in 2018 will be 4.0 in 2019 as profit increases by 50% due the fed allowing people to stay on the plans more than 3 months. LIFETIME VALUE OF EVERY ENROLLMENT JUMPING BY 50% AT LEAST IN 2019 DUE TO THIS.
4.0 turns intoto 8.0 2020 AS PLANS SOLD BY MORE WEBSITES.
PPS 90 should be now, and $125 in 2019.....
https://www.cms.gov/blog/new-state-relief-and-empowerment-waiver-guidance-gives-states-tools-help-fix-broken-health-insurance
They have no chance of earning profit from selling other peoples stuff and delivering it as rapidly as they do. Only profit here is from other businesses but their cloud biz isnt going to grow like many expect. Its been this way for a long time here. Not sure why analysts think over $1t. It would take 50 years to earn $1t if they had $20b profits but theyvhave half of that
Not here though. They profit, what, 2b per year? How is that worth a 125b market cap? They would have to double installs to get 4b per year. Even at 4b per year it would take 50 years of that to earn 125b after tax.
They wont double installs any time soon. Profit margin is locked because the isp manage their profits.
If you bought this company today for 125b you would break even in 50 years.
Only worth 60b or 150 per share for years to come here
It is. Worth $500b though and not $1t.
Even the most bullish has then at 50 per share earnings years down the road. 20x 50 is 1000 bucks
But amzn only profits 10b per year between all businesses and that is not worth $1t. They earn around 25 per share and trade at 60x what the company earns. They profit almost nothing selling other peoples goods. The main source of profit is cloud, which who knows how that will grow because who knows if cloud is even a thing in 10 years and you can buy cloud at dollar tree no need for many small businesses to use amazon cloud when you can get your very own in a box at macys
Basically 90 per share here looking at 2019. 2019 likely 85m to 90m earnings