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Vishnu Lekraj

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  1. Which Insurer Is Best Positioned for the ACA?

    After setbacks in the Affordable Care Act's rollout are resolved, we think one 4-star managed care firm is particularly well-positioned to take advantage of the public exchanges over the longer term, says Morningstar's Vishnu Lekraj .

  2. Some Room for Upside in July Employment

    Lower unemployment claims, a convergence with ADP data trends, and milder seasonal adjustment factors could modestly boost July's BLS job data above consensus, say Morningstar's Bob Johnson and Vishnu Lekraj .

  3. Job Market Gains Some Ground in July

    Although July's employment report looked better than recent months, the year-over-year growth trend is still range-bound. Morningstar's Bob Johnson and Vishnu Lekraj outline what might help in the last five months of the year.

  4. UnitedHealth Acquires Catamaran, Creating a Top-Tier PBM

    Given the power and advantages that large PBMs possess along the pharmaceutical supply chain, UnitedHealth’s deal for Catamaran makes complete sense, writes Morningstar’s Vishnu Lekraj .

  5. Job Market Working Its Way Back to Normal

    Solid October employment gains along with upward revisions to prior months show a job market approaching what we'd typically expect for an economic recovery, say Morningstar's Bob Johnson and Vishnu Lekraj .

  6. Job Growth Prospects for 2013: Higher, But Not Too High

    Following a solid December employment report, average monthly job growth in 2013 could accelerate, but not by much, say Morningstar's Bob Johnson and Vishnu Lekraj .

  7. ACA 'Fix' Won't Cause Breakdown for Insurers

    Allowing certain minimal-coverage health-insurance plans to stay in effect for one more year isn't a gamechanger for the managed-care organizations' prospects under the Affordable Care Act, says Morningstar's Vishnu Lekraj .

  8. Walgreen Moves No Game Changer; Shares Still Not Compelling

    Walgreen's acquisition of Alliance Boots is positive from a strategic standpoint, but the firm will still lack significant long-term competitive advantages, says Morningstar’s Vishnu Lekraj .

  9. Express Scripts: One of the Widest Moats in Health Care

    Investors can pick up shares of this pharmacy benefit manager, which enjoys enormous supplier-pricing and scale advantages, at a significant discount.

  10. These Stocks Look Overvalued

    Among the companies that Morningstar analysts cover, these 15 are priced for perfection.

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