Humana: Outlook Improving Ahead Of Q2 Earnings, 'Buy' Thesis Intact

Klaus Vedfelt Investment Thesis Back in April, I shared a note with Seeking Alpha readers on the Louisville, Kentucky headquartered health insurance giant Humana (NYSE:HUM), giving the company and its stock a "buy" recommendation. My thesis was on some levels straightforward - "buy the dip". When Humana's business experiences setbacks, the market typically panics, and dumps the stock as fast as it can, but typically, within a few months, the stock price has fully recovered and trades at a higher value than ...