Comments on: You Don’t Have to Be Sick To Own HMOs http://ContrarianEdge.com/2008/08/05/you-dont-have-to-be-sick-to-own-hmos/ Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Tue, 07 Feb 2012 06:09:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: PlanMaestro http://ContrarianEdge.com/2008/08/05/you-dont-have-to-be-sick-to-own-hmos/comment-page-1/#comment-190437 PlanMaestro Sun, 19 Apr 2009 18:45:36 +0000 http://ContrarianEdge.com/2008/08/05/you-dont-have-to-be-sick-to-own-hmos/#comment-190437 Vitaly, another idea for yout "Themes" is to review sectors and their valuations. I liked a lot the analysis in your book of why Banks should have lower P/Es. Health insurance / HMOs could be another sector to do an analysis. It is cheap (HUM, WCG, UNH), incomprehended and not so easy to put a number on. Vitaly, another idea for yout “Themes” is to review sectors and their valuations. I liked a lot the analysis in your book of why Banks should have lower P/Es.

Health insurance / HMOs could be another sector to do an analysis. It is cheap (HUM, WCG, UNH), incomprehended and not so easy to put a number on.

]]>