It's all about management's commentary on EPS growth for managed care stocks, Deutsche's Scott...

|By:, SA News Editor

It's all about management's commentary on EPS growth for managed care stocks, Deutsche's Scott Fidel says, noting that investors are already "expecting strong quarterly results based on continued subdued health care utilization trends." Watch the "tone" on the CCs for hints about the prospects for earnings in 2014 and "key revenue and margin drivers," Fidel adds. Price targets are hiked for Aetna (AET -1.8%), Cigna (CI -1.5%), Magellan Health (MGLN -0.3%), Health Net (HNT -1.1%), UnitedHealth (UNH -1.2%), WellPoint (WLP -0.4%), Humana (HUM +0.1%), Universal American (UAM -0.8%), Centene (CNC +0.6%) Molina (MOH +0.7%), WellCare Health Plans (WCG +1.1%), eHealth (EHTH -3%), and Healthways (HWAY -1.9%).