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Lee Enterprises, Incorporated Message Board

poboyz1973 3 posts  |  Last Activity: Mar 3, 2014 10:16 AM Member since: Jan 29, 2010
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  • Reply to

    12 days a slave

    by matt_l_2007 Mar 3, 2014 9:42 AM
    poboyz1973 poboyz1973 Mar 3, 2014 10:16 AM Flag

    Don't sweat it. They had fantastic underwriting for all those policies. Very little tail risk.

  • Reply to

    1 Billion added to buybacks... how about

    by c78596998785 Mar 1, 2014 8:01 AM
    poboyz1973 poboyz1973 Mar 1, 2014 4:28 PM Flag

    Nah...I will take the buybacks. No taxes to pay on dividends. It just takes more patience to realize the gain. Besides they are clearly optimistic about their shares and would rather keep them lower to buy them up at a better price. In due time this comes back to us.
    On another note, I am a physician. Aetna is gonna do great. They are well run and the hospitals they are negotiating with are bloated basket cases. Aetna has been successfully negotiating lower rates. In the next 10 years you will see a ton of hospital bankruptcies. In the aftermath, you will see hospitals negotiate lower rates with supply companies who currently have huge margins. These savings will get passed to Aetna.

  • Death to health insurance companies? Really? The subsidies that the Obama administration is paying to insurance buyers on the exchanges amounts to hundreds of billions of dollars. So where do you think ALL of that money is going to? Insurance companies. That is the point of the subsidy. It is a subsidy to BUY insurance. That means money goes to insurance companies. Yeah...death. Right.
    Secondly, insurance companies will gain market share and take over the space that Medicare once held. The prices that hospitals and doctors charge health insurance companies is benchmarked to Medicare, keeping those costs high. As Medicare fades away, insurance companies are going to negotiate ruthlessly with hospitals, which are by and large not-for-profits with their heads in their behinds. It's going to be an utter bloodbath for hospitals and doctors, and insurance companies are going to mint money. Here is my prediction- In 10 years, Aetna, UNH, WellPoint will be of the same size as Chase, Wells Fargo, BofA.

LEE
3.93-0.01(-0.25%)Aug 22 4:03 PMEDT

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