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Author: BMW2001 Two stars, 250 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 137  
Subject: Re: WellPoint Can Do Better Date: 4/27/2006 1:02 PM
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Let's see, AET reported above consensus Revs and Earns today, and Mr. Mkt rationally trimmed their share price by 20%. Med Cost Ratio which is saying that difference in what you take in versus what you pay out has been slightly unfavorable this quarter, and that is the reason for the hair cut. Let's see, it's first quarter, winter, more folks get sick in this climate for obvious reasons, but in other quarters the MCR averages it out. MCR has historically been unfavorable for AET in the first qtr over the past 5yrs. History and facts are not important.

UNH has stock option timing issues with their CEO, who at other times McGuire has been called brilliant, with foresight, and sensitivity toward making H/C more affordable thus enfranchising more folks. Can the providers make a similar case. " I need to spend more time with your insurance card, then I do with you," has a familiar ring in most providers offices these days. Where are you Dr. Wellby?

WLP: Well, hell, they are in the wrong industry. Rev's up, earnings up, but I betcha they can't keep it up.

So, I can't come up with anything here, but we are trimming them, anyway because they are associated with those other...........................? What did I do with my H/C card?
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