counties, the most of any Medicare Advantage provider. Humana also runs state-based Medicaid plans for lower-income Americans. In 2023, 84% of its revenue from premiums and services came from the federal government. Humana also runs Centerwell primary care centers for seniors, as well as home...
Apart from consistent dividend hikes, Humana boasts a sound share repurchase history. In 2021, apart from paying dividends worth $354 million, the healthcare provider bought back shares worth $80 million. In February of last year, HUM’s board of directors approved a share repurchase program of...
· Medical-equipment provider Thermo Fisher Scientific (TMO) is another pick. “We continue to believe that [Wall Street] underappreciates the positive changes at Thermo in the wake of covid and the implications of the PPD deal.” Thermo bought the clinical development company last year. “We...
counties, the most of any Medicare Advantage provider. Humana also runs state-based Medicaid plans for lower-income Americans. In 2023, 84% of its revenue from premiums and services came from the federal government. Humana also runs Centerwell primary care centers for seniors, as well as home...