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Cigna: Pharmacy Breeding and Specialty Care; Start with ‘Buy’ (NYSE:CI)

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Hunter Wolf Research profile picture

Over 15 years of professional experience in global equity investing across all sectors. My investment style is fundamental, bottom-up, long-term and quality growth oriented. I look for companies specializing in niche markets with strong growth potential, a solid management team, a solid capital allocation policy, and most importantly, a reasonable valuation. I don’t follow quarterly results and I don’t follow the herd mentality. I don’t use short-term stock performance as a measure of a company’s quality. I aim to achieve a 15% annual return on my portfolio. I typically build my portfolio with 15-20 stocks, focusing on diversification of holdings, risk management, macro-based sector weights and trading, and disciplined valuations as key drivers. Disclosure: Lighting Rock and I work on the same investment team. I am writing here independently.

Analyst Disclosure: We do not/have any equity, option or similar derivative positions in any of the companies mentioned and do not intend to initiate such positions in the next 72 hours. I wrote this article myself and it expresses my own opinions. I receive no compensation for this (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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