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☆ US and Philippine Marines train in seizing and defending key terrain near Taiwan's south coast in a show of force against China
▼ + stars: | 2024-05-16 | by ( Drew F. Lawrence | ) www.businessinsider.com time to read: +7 min

They were operating in Northern Luzon and the Batanes Islands, Philippine territory north of the mainland — key terrain for a potential conflict with China. The mission, known as maritime key terrain security operations, or MKTSO, was practice for that conflict, but had real-world implications. It was a show of force headed by elements of the Marine Corps ' newest Pacific-oriented unit: the Marine littoral regiment, or MLR. AdvertisementUS Marines prepare to load onto a UH-60 Black Hawk for the maritime key terrain security operations event at Paredes Air Station, Philippines. Malia SparksThose units were joined by a rifle company, also a joint-nation element, with the ability to seize and defend key terrain in the event of conflict.

Persons: —, Army Chinooks, Cpl, Malia Sparks, Maj, Robert Patterson, Military.com, Mark Lenzi, Lenzi, Patterson, Marine corporals Organizations: Service, Marine Corps, Business, Philippine Marines, Army, UH, Paredes Air, US Marine Corps, Philippine Marine, US Army UH, 3rd, Combat, Marines, Enhanced, US Army CH, Marine, United Locations: Taiwan, Northern Luzon, Philippine, China, Philippines, Itbayat, United States

☆ Goldman Sachs is strong, Netflix raises questions: What we learned from earnings this week
▼ + stars: | 2024-04-19 | by ( Hakyung Kim | ) www.cnbc.com time to read: +6 min

Of those companies, 73.6% have beaten earnings expectations, FactSet data shows. Investment banks doing well, BofA not so much The major banks that posted results this week — Goldman Sachs , Morgan Stanley and Bank of America — beat earnings expectations. Bank of America shares fell more than 3% despite the company beating on both top and bottom lines. Mixed earnings picture Although nearly three-quarters of the reported earnings so far have topped expectations, the broader earnings picture is more muddled. The blended earnings growth rate, which considers the reports already out and the estimates from those still pending, sits at just 0.16%.

Persons: — Goldman Sachs, Morgan Stanley, Alastair Borthwick, Wells, Mike Mayo, Goliath, Mayo, Goldman Sachs, Wells Fargo's Mayo, Goldman, Ebrahim Poonawala, cyberattack, George Hill, Doug Anmuth, Jessica Reif Ehrlich, Canaccord Genuity, Chris Harvey Organizations: Investment, Bank of America —, Bank of America, Bank of America's, JPMorgan, Wells, of America, Deutsche, Netflix, NFLX's, Revenue, Microsoft, Exxon Mobil

The back-and-forth points to what could be a key issue in a general election rematch between Trump and Biden if both win their parties' nominations as widely expected. Political Cartoons View All 1267 ImagesHealth care has generally been a better issue for Democrats than Republicans, who have largely abandoned efforts to repeal the law in recent years. But Trump weighed in on the issue Saturday morning on his Truth Social site. A recent ABC News/Ipsos poll found 37% of Americans trust Democrats to do a better job than Republicans on handling healthcare, versus about 1 in 5 — 18% — who trust Republicans over Democrats on this issue. Still, a June 2023 AP-NORC poll showed a minority of U.S. adults — 44% — approving of how Biden was handling health care, with 53% disapproving.

Persons: Donald Trump, Joe Biden, “ Donald Trump’s, ”, Biden, Harris, Ammar Moussa, Trump, it’s, I’m, “, Sen, John McCain, Elizabeth Warren, Mike Braun, Moussa, –, Zeke Miller, Linley Sanders Organizations: Affordable, Democratic, GOP, Trump, Republicans, Republican, Republican Party, ABC, Democrats, Wall, ” Biden's Department of Health, Human Services, Associated Press Locations: U.S, Sens, Washington

☆ Elizabeth Warren Has an ObamaCare Epiphany
▼ + stars: | 2023-11-25 | by ( The Editorial Board | ) www.wsj.com time to read: 1 min

Journal Editorial Report: The week’s best and worst from Kim Strassel, Kyle Peterson, Mary O'Grady and Dan Henninger. Images: AP/AFP/Getty Images/Reuters/Zuma Press Composite: Mark KellyIt took 13 years, but Elizabeth Warren is at long last acknowledging that ObamaCare has increased healthcare prices and industry consolidation. Government price controls and profit caps have resulted in unintended consequences. The Massachusetts Senator and Republican Sen. Mike Braun of Indiana this week wrote a letter to the Health and Human Services Department inspector general complaining that the nation’s largest health insurers are dodging Obama Care’s medical loss ratio (MLR). The result, they say, is higher costs for patients.

Persons: Kim Strassel, Kyle Peterson, Mary O'Grady, Dan Henninger, Mark Kelly, Elizabeth Warren, ObamaCare, Republican Sen, Mike Braun, Obama Organizations: Getty, Zuma, Republican, Health, Human Services Department Locations: Massachusetts, Indiana

☆ We're thinking about buying more shares in these 3 companies. Here's our internal debate
▼ + stars: | 2023-11-06 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

PANW YTD mountain Palo Alto Networks YTD Shares of Palo Alto Networks dropped another 4% on Monday, adding to Friday's more than 2.5% decline on Fortinet's disappointing full-year guidance. Investors were making assumptions about what Fortinet's concerns might mean for Palo Alto. In August , we told members to pick up shares of Palo Alto, which were down then, like now, on comments from Fortinet's management team. HUM YTD mountain Humana YTD Humana is another name whose stock price action simply does not reflect the fundamentals we saw in the company's most recent earnings report , out last Wednesday. Jim waits 45 minutes after sending a trade alert before buying or selling a stock in his charitable trust's portfolio.

Persons: Palo, That's, Jim Cramer's, Jim Cramer, Jim, Spencer Platt Organizations: DuPont, Palo Alto Networks, Caterpillar, Palo, U.S ., Humana, CNBC, Traders, New York Stock Exchange, Getty Locations: overbought, Palo, Palo Alto, Tenable, New York City

☆ The sell-off in Humana is overdone after strong earnings. Jim Cramer says buy the stock
▼ + stars: | 2023-11-01 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +7 min

"The story is on track, and I think you buy the stock," Jim Cramer said during Wednesday's Morning Meeting . Since its 2023 lows on July 13, Humana stock rallied more than 23% compared with a roughly 7% slide in the S & P 500 over the same stretch. Management's initial commentary on 2024 earnings and Medicare Advantage membership growth — discussed in more detail below — may also have left investors wanting. Humana also expects EPS growth in 2024 to fall on the lower end of its historical long-range 11%-to-15% target. Capital allocation Humana still expects to buy back about $1.5 billion worth of stock in 2023, finance chief Diamond said on the earnings call.

Persons: —, Jim Cramer, they've, UnitedHealth, Humana, Susan Diamond, Diamond, Bruce Broussard, Jim Rechtin, Broussard, Jim Cramer's, Jim Organizations: Medicare, Revenue, Humana, UnitedHealth, CNBC, Inc

☆ US Marines gearing up to defend 'key' terrain near China are about to get a first-of-its-kind ship-hunting missile
▼ + stars: | 2023-08-06 | by ( Christopher Woody | ) www.businessinsider.com time to read: +7 min

NMESIS, a ground-based anti-ship missile, is set to be fielded for the first time later this year. "NMESIS is the solution for the ground-based anti-ship missile capability," Staff Sgt. It emerged from the force redesign initiated by Gen. David Berger in 2019, shortly after taking over as Marine Corps commandant. We're shaping Marine Corps missile artillery and everything going forward" with the force-design plan, Reddy said. I think the learning begins this fall when we put it in the hands of a Marine unit."

Persons: NMESIS, Derek Reddy, Reddy, Earik Barton NMESIS, David Berger, Berger, Melanye Martinez, MCS2 Malcolm Kelley, Fielding, Nick Mannweiler, —, Eric Smith, We've, Smith Organizations: Navy - Marine Expeditionary Ship, Service, Corps, US Navy, Western Pacific, Marines, 1st Marine Division, Staff, Naval Air, US Marine Corps, Marine, Naval, Unit, Expeditionary, Tactical, Marine Littoral Regiment, Washington DC, Navy, Center for Strategic, International Studies, Tomahawk Locations: Wall, Silicon, California, Hawaii, Western, Southern California, Mugu, Philippines, Tripoli, San Diego, NMESIS, Taiwan, US, Okinawa —

☆ Humana calms Wall Street's jitters with quarterly results, clearing way for stock to run higher
▼ + stars: | 2023-08-02 | by ( Kevin Stankiewicz | In Kevinstankiewicz | ) www.cnbc.com time to read: +5 min

Humana (HUM) reported second-quarter results Wednesday that were much better than feared, sending its stock price soaring and giving us the confidence to stick with the jilted health insurer. Not only did second-quarter numbers top expectations, but management offered assuring commentary on the worrisome medical-cost trends that torpedoed its stock price in mid-June . That one-two punch explains the more-than-5% jump in Humana shares, pushing the stock to its highest levels since June 14. Outlook Humana raised its outlook for 2023 individual Medicare Advantage membership growth by 50,000 to roughly 825,000 members, representing an 18% increase compared with enrollment levels at the end of 2022. Capital allocation Humana CFO Susan Diamond said the company has capitalized on the "recent dislocation" in its stock price — i.e.

Persons: MLR —, Wall, Bruce Broussard, —, Broussard, Susan Diamond, Humana, Jim Cramer's, Jim Cramer, Jim, Ty Wright Organizations: Revenue, Humana, Club, UnitedHealth, Management, Insurance, CNBC, Bloomberg, Getty Locations: Louisville , Kentucky

☆ UnitedHealth is worth buying and can rally nearly 25%, Bernstein says
▼ + stars: | 2023-07-18 | by ( Alex Harring | ) www.cnbc.com time to read: +2 min

UnitedHealth is worth buying as it still trades at a cheap valuation coming out of a good earnings report, according to Bernstein. Analyst Lance Wilkes upgraded the health insurance stock to outperform from market perform and raised his price target by $8 to $603. Now, he said those concerns are priced into the stock and valuation has fallen (from around 1.3 times earnings to 0.9 times earnings) to a level that undervalues the long-term growth opportunity. Despite the post-earnings rally, the Dow Jones Industrial Average member is still down nearly 9% in 2023 despite the broader market's rise. UnitedHealth trades at a 0.9 multiple relative to the S & P 500, near the Medicare-for-All lows of 0.85.

Persons: Bernstein, Lance Wilkes, Wilkes, UnitedHealth, That's, —, Michael Bloom Organizations: Dow Jones Industrial Locations: Monday's

☆ Top 10 things to watch in the stock market Tuesday
▼ + stars: | 2023-06-20 | by ( Jeff Marks | ) www.cnbc.com time to read: +3 min

It's a new week but the recent stock market rally makes for a not-so-great set up as Jim Cramer told the Investing Club Monday evening in his weekly column. Jim and "Mad Money" are in Detroit for all things Ford (F) with CEO Jim Farley, covering everything from Ford Blue to Ford Pro to Ford Model e (electric vehicles). Bank of America adds Club stock Amazon (AMZN) to its US 1 list. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: Jim Cramer, Dow, Jim, Jim Farley, They'll, Elon Musk, Sartorius, Cowen, Eli Lilly, Raymond James, Morgan Stanley, Philip Morris, Jim Cramer's Organizations: Nasdaq, Ford, Ford Pro, Ford Model, Elon, Bank of America, Nvidia, Club, Dice Therapeutics, Avis Budget, Citi, Delta Air Lines, DAL, PayPal, Nike, Dow, Barclays, Jim Cramer's Charitable, CNBC Locations: Detroit

Shortly after the opening bell Wednesday, we'll be buying 15 shares of Humana (HUM), at roughly $473 apiece. Following the trade, Jim Cramer's Charitable Trust will own 100 shares of HUM, increasing its weighting in the portfolio to 1.83%, from 1.56%. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade. THE ABOVE INVESTING CLUB INFORMATION IS SUBJECT TO OUR TERMS AND CONDITIONS AND PRIVACY POLICY , TOGETHER WITH OUR DISCLAIMER . NO FIDUCIARY OBLIGATION OR DUTY EXISTS, OR IS CREATED, BY VIRTUE OF YOUR RECEIPT OF ANY INFORMATION PROVIDED IN CONNECTION WITH THE INVESTING CLUB.

Persons: we'll, Jim Cramer's, Johnson, UNH, Jim Cramer, Jim, Owen Franken Organizations: Humana, Johnson, GE Healthcare Technologies, UnitedHealth, CNBC

☆ This U.S. stock has risen 10% every year for the past decade — and analysts see more upside ahead
▼ + stars: | 2023-06-14 | by ( Ganesh Rao | ) www.cnbc.com time to read: +3 min

U.S. health insurance firm Humana is the only major stock from around the world to have risen by more than 10% every year for the past decade. Here's what some are saying: Deutsche Bank Equity analyst George Hill bumped up the bank's price target to $568 (10% upside) on April 26. RBC Capital Markets Ben Hendrix retired the bank's outperform rating and price target of $637 on April 27. The investment bank maintains an "in-line" or hold rating on the stock with a price target of $637. Jefferies' analysts raised their price target to $614 with a buy-rating on April 27.

Persons: —, Humana's, George Hill, JP Morgan Lisa Gill, HUM, UBS Kevin Caliendo, Ben Hendrix, Morgan Stanley's, Jefferies Organizations: Humana, CNBC Pro, Affordable, NYSE, Deutsche Bank Equity, MLR, UBS, Swiss, Medicare, RBC Locations: Kentucky, U.S

☆ Humana's outlook brightens, positioning the health insurer for a year of upside
▼ + stars: | 2023-04-26 | by ( Zev Fima | ) www.cnbc.com time to read: +5 min

Adjusted revenue increased 12% year-over-year, to $25.65 billion, slightly below analysts' forecasts of $26.44 billion, according to estimates compiled by Refinitiv. Looking forward, we expect the strong membership-growth rates seen in the first quarter to drive further upside throughout 2023. The 2023 benefits expense ratio range was left unchanged, in a range of 86.3% to 87.3%, slightly above the 86.6% ratio predicted by analysts at the midpoint. Full-year operating cash flow guidance was also left unchanged, at $4.5 billion, compared with analysts' forecasts for $4.36 billion. As a subscriber to the CNBC Investing Club with Jim Cramer, you will receive a trade alert before Jim makes a trade.

☆ US Marines are taking position on 'key terrain' around Taiwan as tensions rise with China
▼ + stars: | 2023-02-01 | by ( Christopher Woody | ) www.businessinsider.com time to read: +11 min

The US and Japan said in January that a Marine Littoral Regiment will be set up in Japan by 2025. That unit, the 12th Marine Littoral Regiment, is the second of three Marine Littoral Regiments planned for the Indo-Pacific region, the first of which was activated in March 2022 and is based in Hawaii. Within weeks of its activation, the 3rd Marine Littoral Regiment was participating in the US-Philippine military exercise Balikatan. New threat, new forceUS Marines provide security for an amphibious landing during Balikatan 22 in northern Luzon in March 2022. US Marines during an amphibious landing as part of Balikatan 22 in northern Luzon in March 2022.

☆ New US Marine units are taking position on 'key terrain' around Taiwan as tensions rise with China
▼ + stars: | 2023-02-01 | by ( Christopher Woody | ) www.businessinsider.com time to read: +11 min

The US and Japan said in January that a Marine Littoral Regiment will be set up in Japan by 2025. A Marine Littoral Regiment will also hold a major exercise in the northern Philippines this spring. That unit, the 12th Marine Littoral Regiment, is the second of three Marine Littoral Regiments planned for the Indo-Pacific region, the first of which was activated in March 2022 and is based in Hawaii. Within weeks of its activation, the 3rd Marine Littoral Regiment was participating in the US-Philippine military exercise Balikatan. Members of 3rd Marine Littoral Regiment in Hawaii in August 2022.

☆ Humana is set to soar in 2023 after delivering strong Q4
▼ + stars: | 2023-02-01 | by ( Zev Fima | ) www.cnbc.com time to read: +7 min

Health insurer Humana (HUM) on Wednesday reported a stellar fourth quarter and provided a robust full-year outlook, setting the Club holding up for significant growth in 2023. Outlook Management guided for full year 2023 adjusted earnings-per-share to be at least $28, in line with analysts' forecasts. The 2023 benefits expense ratio range of 86.3% to 87.3% is slightly above the 86.3% ratio predicted by analysts, at the midpoint. But given the company already expects to be above the industry growth rate in 2023, Humana is ahead of expectations — bolstering the Club's confidence in the achievability its long-term outlook. But Humana's management only said they're still "reviewing the final rule and considering its impact."

☆ Insurance stock Oscar Health is a buy and can jump nearly 40%, Wells Fargo says in upgrade
▼ + stars: | 2022-11-16 | by ( Sarah Min | ) www.cnbc.com time to read: +1 min

Oscar Health could be primed for big gains after a tough year, according to Wells Fargo. Analyst Stephen Baxter upgraded the stock to overweight from equal weight, but lowered his price target, saying the outlook for the health insurance company appears "favorable" after the stock cratered 63% in 2022. Shares of Oscar Health came under pressure this year as investors dumped unprofitable growth names getting slammed by rising interest rates and high inflation. Oscar Health offers a lower membership plan than a majority of its competitors that will appeal to consumers, according to the note. At the same time, Oscar Health recently set a $120 million cost-savings target that the analyst approved of, read the note.

☆ We're impressed with health insurer Humana's solid quarter and rosy outlook for next year
▼ + stars: | 2022-11-02 | by ( Zev Fima | ) www.cnbc.com time to read: +8 min

Full-year 2022 guidance was in-line with the updated outlook provided at the health insurer's September investor day. But we did get some commentary looking ahead to 2023 that pushed the stock 2% higher in Wednesday's down market. The Q3 benefits expense ratio in the quarter was 86.5%, down (again, lower is better), down from 88.1% in the year ago period. The Q3 benefits expense ratio in the quarter saw significant improvement, falling to 78.7% from 86.4% last year. Outlook Management affirmed their adjusted full-year 2022 EPS outlook of approximately $25 per share, representing 21% annual growth versus 2021 an in-line with expectations.

☆ Cum a ajuns Creangă scriitor după ce a fost răspopit şi nevasta l-a părăsit pentru un călugăr
▼ + stars: | 2020-11-12 | by ( ) www.ziarulnational.md time to read: +6 min

La data de 1 octombrie 1875, Ion Creangă a debutat în revista „Convorbiri literare" cu „Soacra cu trei nurori". Pe 1 martie 1837 se năştea la Humuleşti Ion Creangă, considerat unul dintre cei mai mari scriitori români. Creangă a mai avut încă şapte fraţi şi surori: Zahei, Maria, Ecaterina, Ileana, Teodor, Vasile şi Petre. Aici apare sub numele de Ion Creangă, nume pe care l-a păstrat tot restul vieţii. Între 1883 şi 1889 a fost bolnav de epilepsie şi a suferit foarte mult la aflarea bolii şi apoi a decesului lui Eminescu, şi al Veronicăi Micle.

Persons: Ion Creangă, Creangă, Gh . Ungureanu, Maria, Ecaterina, Ileana, Teodor, Vasile, Petre, David Creangă, Isaia Teodorescu, Popa, Veniamin Costachi, Ioan Grigoriu, Constantin ., Titu Maiorescu, Tell, George Călinescu, Mihai Eminescu, Eminescu, Micle, Dănilă Prepeleac, Ivan Turbincă, Păcală, Nicolae Culianu, Nicolae Gane Organizations: Literaturii Române Locations: Pipirig, Târgu Neamţ, Fălticeni, Iaşi, Socola, Golia, Vaslui

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