Health Insurance

Our team is headed by seasoned insurance analyst, Paul Goulekas. We currently have official coverage on 18 HMOs. Paul has 15 years of experience as a senior analyst and 15 years of industry experience, including the positions of treasurer, controller and portfolio manager in both the life and health industries. Paul consistently ranked at the top of the Institutional Investor Regional Boutique ranking for both the life insurance and managed care industries and has been a Wall Street Journal All-Star analyst. The team currently has the #1 ranking for "Best of the Boutiques" by Institutional Investor.


Latest Health Reports and News

CI Q4:11, 2/3/2012
Aetna Q4:11, 2/1/2012
MOH 2012 Investor Day, 1/30/2012
WLP Q4:11, 1/27/2012
UNH Q4:11, 1/22/2012

 

Health Modelbook

Latest Earnings Models

 

 

 

 

 

Health Insurance Weekly

Health Weekly #1, 2012, 1/9/2012
Health Weekly #49, 2011, 12/19/2011
Health Weekly #48, 2011, 12/12/2011

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Health Referenced Material

AHIP Minimum MLRs by State, 4/26/2010
NAIC_Rick_Diamond, 4/23/2010
Dowling United 2009 Medicare HMO Statutory Data, 4/19/2010
Dowling March 2010 Medicare Membership Analysis, 3/16/2010
CMS February 2010 Data Analysis, 2/22/2010

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Hot Topics


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