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AET

2 Aug 2016

Aetna 2Q16 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Aetna (AET) Mark T. Bertolini on Q2 2016 Results We are in the process of defending against Justice Department “As most of you are aware, we are in the process of defending the Justice Department lawsuit to block our proposed … Continued

AET, Health Insurance, Healthcare
19 May 2016

Aetna (AET) Q1 2016 Earnings

by Jeremy Saltzberg | posted in: Earnings Call, Notes | 0

Aetna (AET) CEO Mark Bertolini said they are attempt to transition the health insurance marketplace to one of value based care from one of quantity based care   “Our strategy to achieve this mission in part involves working to transform … Continued

AET, Health Insurance, Healthcare
2 Feb 2016

Aetna 4Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

Aetna (AET) Mark T. Bertolini on Q4 2015 Results Believe we remain on track to close Humana acquisition in 2H16 “Beginning with the Humana acquisition, we continue to work diligently with the Department of Justice and with state regulators toward … Continued

AET, Health Insurance, Healthcare
4 Aug 2015

Aetna 2Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

The Humana acquisition will accelerate our growth in Medicare Advantage ” the acquisition will substantially accelerate our ability to grow in Medicare Advantage. Aetna’s current Medicare Advantage footprint covers approximately 45% of the Medicare eligible population. The combined companies serve … Continued

AET, Health Insurance, Healthcare
7 May 2015

JS Notes: CHRW, MHFI, AET, L, SCTY, ICE, CHK, BUD, NOV, MKL

by Jeremy Saltzberg | posted in: Notes | 0

Jeremy S., an investment analyst here in Southern California, has started to contribute to Avondale’s company notes database. Below are quotes from some of the calls that Jeremy has read this week.   C.H. Robinson (CHRW) CEO John Wiehoff says … Continued

AET, BUD, CHK, CHRW, ICE, L, MHFI, MKL, NOV, SCTY
28 Apr 2015

Aetna 1Q15 Earnings Call Notes

by Scott Krisiloff | posted in: Notes | 0

21% EPS increase This morning, Aetna reported record first quarter operating earnings of $2.39 a share, a 21% increase from last year’s very strong first quarter. Our first quarter performance speaks to Aetna’s focus on operating fundamentals and the continued … Continued

AET, Health Insurance, Healthcare
13 Dec 2013

Aetna Investor Day Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. “At a recent investor conference, I was actually asked multiple times, “What … Continued

AET, Health Insurance, Healthcare
9 Sep 2013

Aetna at Morgan Stanley Healthcare Conference Notes

by Scott Krisiloff | posted in: Notes | 0

This post is part of a series of posts called “Company Notes.” These posts contain quotes and exhibits from earnings calls, conference presentations, analyst days and SEC filings. The quotes are generally pieces of information that I find interesting or … Continued

AET, Health Insurance, Healthcare

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