Matthew Coffina
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How Will Supreme Court's Ruling Affect Health-Care Stocks?… could have on health-care companies and what investors should do? Matt, thanks so much for joining me, today. Matthew Coffina : Thanks for having me, Jeremy. Glaser: So, let's talk a little bit about what the Supreme Court has decided …
what investors should do? Matt, thanks so much for joining me, today. Matthew Coffina : Thanks for having me, Jeremy. Glaser: So, let's talk a little bit about what the Supreme Court has decided. They are having -
We Like WellPoint Despite Underwriting Setback
By Morningstar : By Matthew Coffina We have generally been favorable on the managed-care organizations over the past four years, as the stocks were put on sale …
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CVS Caremark Should Acquire Walgreen
By Morningstar : By Matthew Coffina Walgreen ( WAG ) needs a new strategic direction. Its services are becoming increasingly commodified, as its convenience advantage …
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AmerisourceBergen: Consistently Steady Earnings Growth
By Morningstar : By Matthew Coffina , CFA AmerisourceBergen ( ABC ) offers terrific consistency. The company felt few ill effects from health reform, the recession …
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A Closer Look at Berkshire Hathaway's Most Recent Purchases
… third quarter), Todd Combs is making a decent-sized bet on a firm whose outlook, in the opinion of our analyst, Matthew Coffina , seems to fundamentally shift every few weeks. In his view, CVS Caremark could provide a model for the future of …
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Option Spotlight: Keep Your Portfolio Healthy With These Health-Care Picks
… Medco Health Solutions MHS, a deal that has about a 50% chance of going through, according to Morningstar analyst Matthew Coffina , CFA. But even with this handicap, Coffina thinks the shares are undervalued. Here is what he has to say about …
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Sky Didn't Fall for UnitedHealth… welcome Matt Coffina, who is an equity analyst in charge of managed care here at Morningstar. Matt, thanks for coming Matthew Coffina : Thanks for having me, Erik. Kobayashi-Solomon : Okay, so back in November of last year, you co-authored …
in charge of managed care here at Morningstar. Matt, thanks for coming Matthew Coffina : Thanks for having me, Erik. Kobayashi-Solomon : Okay, so back in November of last year, you co-authored an article about UnitedHealth, -
Will a Medco/Express Scripts Merger Pass Regulatory Muster?… merge in a $29 billion deal. I'm here today with Matthew Coffina --he is an equity analyst at Morningstar--to ..... care industry? Matt, thanks joining me today. Matthew Coffina : Thanks for having me, Jeremy. Glaser : So, can …
agreed to merge in a $29 billion deal. I'm here today with Matthew Coffina --he is an equity analyst at Morningstar--to take a closer look and see what the impact could be for investors and on the health-care industry? Matt, thanks joining me today. Matthew Coffina : Thanks for having me, Jeremy. Glaser : So, can you give us a little bit of background on this deal? What -
Seven 5-Star Stocks from Berkshire's Latest Portfolio
… UnitedHealth UNH and WellPoint WLP - - that are trading below our consider - buy prices . Morningstar analyst Matthew Coffina believes that investors continue to approach the managed care sector with caution , concerned about the impact that …
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How Will Health-Care Reform Impact These Funds?
… in the sector , not all of which will be affected in the same way . Earlier this week , Morningstar stock analysts Matthew Coffina ( in this note ) and Alex Morozov ( in this video report ) reviewed the new law's provisions and discussed what …