Replies to post #340 on Contrarian Value Ideas

[gfp927z]

Another one I'm watching is Humana (HUM). It was a great long term stock but got hit bad due to some ominous changes occurring in the Medicare Advantage plan space, to which Humana has a high exposure (article below). So I may pass, even though the stock had a 35% haircut. I already have some UNH and ELV, which are holding up pretty well, and MOH is doing great. So that should cover the medical insurance area adequately.


>>> Humana’s dire forecast shows private Medicare boom is ending <<<


https://investorshub.advfn.com/boards/read_msg.aspx?message_id=173712069



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[fung_derf]

SMG is only worrisome because it has been so long since it approached the 50 DMA.