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I'm hoping more like $170's. Such a loverly chart
150s or 160s when it drops
gonna shoot up $30 soon as the 2021 MA and D commissions are released which is any day this week or next...
I find you more amusement than annoying. Do you serve a purpose to anyone?
sub 150s clearing
So far, so good. Up 13% in a week. What does that annualize to?
amazing on call yesterday they are up to 33% of enrollments where consumers find their site and enroll online...these are the most profitable consumers and they last the longest....and they are aiming for 50% online soon. these consumers are either very healthy and super comfortable with choosing and staying with a plan for a long time, or they are tech savy enough and confident in online selections for themselves...
200+ shortly...the $400 is when they double their existing book...right now they are at 2% of the commmissionable MA market, they will get to 4% in 3 years or so....
big time ability to absorb any competitors soon.
COVID 19 accelerating medicare sales online and on the phone.....power play like Amazon....btw, pill pack perfect partner here....hopefully they can clear regulatory and join forces..
CMS about to come out with 2021 MA and D allowable commission next week, should be 3 to 5% up....increases margin 10 to 15% naturally.
Most MA plans now paying an extra $50 upfront at enrollment for a Health Risk Assessment, they take 2 minutes to complete, adds instantly to the LTV if EHTH can tap in...
The chart here does look really nice. I bought 455 shares last week. Wish I had bought more. If they paid a dividend, this might be the perfect stock.
between todays investor conference and the 2021 payraise CMS will announce this week or next for MA and D plans, 170s coming shortly..
I'm guessing you're pretty close, but where's my guy who guaranteed me $400?
guessing 121 could get lucky to 125, 175 in June on Medicare for more talk by Biden and even Trump....
I'm hoping it makes a better move than this.
here comes the cover
interesting. Thanks. Guess that will help some of my other stocks as well
The 2021 medicare commission rates come out next week will be 5% higher than 2020....in one of my latest posts....adds 15% to margin....
why is that?...BTW, picked some up today, although was really hoping for some under $100
EHTH about to get a huge pay raise
Awwww, thanks.
I wanted to mark a board I wanted to follow. Looking to buy under $110 next week. It might even pull all the way back to the support line around $96.
Hopefully you like this post as well. I'm here for your pleasure.
Wait a minute...that was your very first post and it was to me?? How special I feel.
boom time coming MA and D commission will be up 5% in 2021 based on CMS. 2021 allowed commission come out usually May 20th. Up 5% in LTV increases margin by 15% with this one move...their increasing online enrollments means margin likely will be up 20% in 2021 and of course sales will likely be much higher. I think they spend less in 2021 with less CAPEX and you see 25% margin expansion, on increased sales. 300M EBITDA not far away now...plus the fact that commission on MA and D likely to go up 3 to 5% each of the next set of years...will see EBITDA over 30% soon on their entire book...
https://www.cms.gov/newsroom/fact-sheets/2021-medicare-advantage-and-part-d-rate-announcement-fact-sheet
3The total does not include an adjustment for underlying coding trend. For 2021, CMS expects the underlying coding trend to increase risk scores, on average, by 3.56%.
$ehth https://ir.ehealthinsurance.com/investor-overview
eHealth is a leading online marketplace offering consumers a broad choice of insurance products that includes thousands of Medicare Advantage, Medicare Supplement, Medicare Part D plans, individual and family health insurance, small business insurance and ancillary health insurance products from over 170 health insurance carriers. We are transforming what has traditionally been a confusing and opaque purchasing process into a transparent and highly efficient experience helping consumers obtain the health insurance product that meets their individual health and economic needs. Through its omni-channel platform eHealth enables consumers to use our services online, through interactive chat, or by telephone with a licensed insurance agent.
NASDAQ: EHTH $116.04
$ehth Share Structure
Market Cap Market Cap
2,722,029,419
05/07/2020
Authorized Shares
Not Available
Outstanding Shares
23,457,682
02/18/2020
Restricted
$ehth Key Financial Ratios
Earnings Per Share
2.9
Price/Earnings
33.131
Gross Margin
0.9946
Operating Margin
0.1608
expecting 130 next week and 175 in June, around May 25 the government will release their 2021 allowable commission rates for med advantage and drug plans, going to see a 3 to 5% rate increase. EHTH's bottom line will move up 15% minimum in 2021 on increased sales, more online sales, and could be up by 20% or higher if they slow thier spending as their online push will be in place, EBITDA should be 225M in 2021. On pace for 300M EBITDA by 2022 18 months from now...
EBITDA will be 150M 2020 225M 2021 and 300M 2022 all while spending big money on growth, otherwise EBIDTA would be 175M 2020 250M 2021 and 325M 2022. Revenue will be near 700M 2020 850M 2021 and 1B 2022.
PPS 225 now, with 350 by 2022...
boom time here, the 2021 medicare advantage commission rates allowance will be out in a few weeks, last month the government hinted at around a 5% increase in payments to insurers who manage med adv plans, this will translate into nearly a 5% increase in commission. EHTH will see its MA sales in 2021 pay them 5% more, nearly all of it goes to the bottom line.
https://www.cms.gov/newsroom/fact-sheets/2021-medicare-advantage-and-part-d-rate-announcement-fact-sheet
They will be over 200M EBITDA in 2021....should be $6B MC here or PPS $225.....
Also, their q1 2 and 3 MA sales are ramping up big time...these sales represent mainly consumers just starting Medicare and commission on these plans is much higher than commission they get during the AEP in the fall because EHTH gets paid a first year commission on these folks just starting Medicare which in general is double the renewal commission they get during AEP in the first year.....
Lots of referrals here from people telling their friends to call em up or go online...nearly no cost to obtain these folks...
MONSTA!
Why is the price stabilized? Somebody is pushing money into this stock to keep it afloat?
Huuuggge price drop coming soon
Hold your shorts cause things are heating up!!
IMPORTANT INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against eHealth, Inc. and Encourages Investors with Losses of $100,000 to Contact the Firm
https://finance.yahoo.com/news/important-investor-alert-schall-law-190000278.html?.tsrc=applewf
IMPORTANT INVESTOR ALERT: The Schall Law Firm Announces it is Investigating Claims Against eHealth, Inc. and Encourages Investors with Losses of $100,000 to Contact the Firm
https://finance.yahoo.com/news/important-investor-alert-schall-law-190000278.html?.tsrc=applewf
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of eHealth, Inc. - EHTH
https://finance.yahoo.com/news/shareholder-alert-pomerantz-law-firm-183500369.html?.tsrc=applewf
SHAREHOLDER ALERT: Pomerantz Law Firm Investigates Claims On Behalf of Investors of eHealth, Inc. - EHTH
https://finance.yahoo.com/news/shareholder-alert-pomerantz-law-firm-183500369.html?.tsrc=applewf
110 calls should do well next week
Yeah I'll look for entr again but those $100 calls bought at $94 came in handy today when the cover took this over $110!
bought lots of 100 calls...on fire...sanders is out into the 200's coming...that report fails to address all of the 0 cost sign ups that occur with referrals and online searchers.....overall churn has not increased, may even decrease as the medicare advantage plans are getting so strong due to government push that people keeping them for longer and longer
I called this a ways back, Sanders is out of the race as of yesterday is why the short report to try and cover....these numbers are conservative, medicare advantage plans, by far their biggest seller, is seeing commission rate increases of 5% compound annually, the lifetime value of 1000 today will be 1250 per sign up within 3 years...the EBIDTA margin here in the 25% area will be 35% shortly...agents across the country use the EHTH portal to help find their clients the best drug plan, when the best drug plan is not one they rep, they hand the sale off to EHTH, many thousands of free sales to EHTH quarterly.....
2019 500m rev 140m gross
2020 650m rev 200m gross
2021 850m rev 275m gross
2022 1.1b rev 400m gross
2025 2b rev 700m gross
There are typos in the short report and on a cash basis for 2020 the have operating profit if 50m lol....the report is off......each week more sales are done at near 0 cost as they get referrals. MA plans are getting stronger and people stay with their plans longer...not for shorter timeframes.....bet ehth gets the reporters in trouble legally or at least financially
This guy is a clown for nothing more than bashing a company right now that is providing essential services to the public.
Also, he was just throwing numbers off of his head.....no clue where he was getting them from it was like he was pulling them out of thin air.
I hope those 5M shorts burn in hell.
And did everyone see that short cover 5-minutes after open from $93 to $105?
I would not be surprised if $EHTH puts out a statement in AH or tomorrow morning instead of letting that clown tarnish their reputation.
$EHTH has and will be cultivating thousands of new partnerships and relationships stemming from this pandemic.
If you haven't followed them since this all started, they have been talked about on TV practically everyday since the pandemic started.
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