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The rise of the Medicare Advantage stock
If you ever needed evidence of just how much Wall Street salivates over the profitability of Medicare Advantage, look no further than Humana’s investor day last week.
Humana executives gave investors everything they wanted: The company will enroll boatloads of seniors over the next three years; its external MA brokers are cleaning up their act so fewer people abandon their plans; it will steer more of their members to its growing division of clinics and home health services; and it will all lead to a bonanza of dividends, stock buybacks, and surplus earnings.
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