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Looking For Healthy Upside | Trade Ideas | Real Vision™

1,532 views · Published 26 October 2018 · 9:03 · Indexed 26 October 2026

Channel: Real Vision Presents · 2018 · News & Politics

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Michele “Mish” Schneider, director of trading education and research at MarketGauge, is bullish on the digital health marketplace stock eHealth. In this interview with Justine Underhill, she unpacks her case for the company. Filmed on September 25, 2018.
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Looking For Healthy Upside | Trade Ideas | Real Vision™
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Transcript:
Welcome to Real Vision's Trade Ideas. Today I'm sitting down with Michele Schneider of MarketGauge. Thanks so much for joining us. 
Thank you, Justine. It's great to be back. 
All right, so what's your trade idea today? 
eHealth. The symbol is EHTH. 
And why are you looking at eHealth now? 
Well, if we give a little background here on the company, it's had an interesting history so far. It started with a kid named Vib Patel. Actually, Vip. And he wound up getting food poisoning and didn't have health insurance. And so he realized that there was no place for him to go online to shop for competitive prices. 
So he founded the company in 1997. It eventually went public in 2006 as ehealth.com. And when it got started, it really got it's first big boon when Obama passed the American Care Act-- American Health Care Act in 2012. So that's when it became on my radar. So I've actually been aware of this stock for a long time. 
As a company, it's actually a really fantastic company. There are competitors, but it is the largest of all the places where you can shop online for health products. And so right now, it has serviced probably about five million people. It has licensing agreements with 180 different health insurance companies. And it offers about 10,000 products. 
And so essentially, you go online, it's mainly for people who aren't either poor, being subsidized by the government, or people who are working in jobs that have health care provided for them. So it's the private companies, private insured. And you go on, and you put in your information, and it's amazing, because they will pop up immediately not only the different companies and competitive prices, but you could actually even input your doctors to see if your doctors would be covered under the plan. 
The reason why it's growing currently is because a couple of reasons. Number one is they started a Medicare division. And their Medicare has grown tremendously over the last year. And again, with supplemental insurance that you need with Medicare, it does all of that for you. It also gives you prescription plans, et cetera. 
And then how have their earnings reports looked so far this year? 
Well, the last earnings report was in July. And it had a huge run up afterwards, even though overall revenues were down by 5%, the Medicare portion was up by 6%. But they have a very good look out for the next quarter or so because of a couple of things that are happening with health care in the United States. 
And one of those would be the new regulations that are coming on board with the Trump changes. 
Yes. So basically, a couple of things. Number one is the penalties that people were getting for not having long-term health care plans have been repealed. So that opens up an audience of people who can shop now for short-term health insurance. But what Trump is employing as of October is that those three months stopgap insurance plans can be extended to 364 days, and possibly renewed up to five years.

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