J.P. Morgan's Key Takeaways From AET Investor Day

On Friday, Aetna Inc. AET held its investor day, J.P. Morgan reports.

Among the key takeaways, J.P. Morgan noted the following.

“1) Citing ‘increasing comfort' with '11 earnings view,” J.P. Morgan writes.”

“2) A considerable focus on international opportunities, and beyond just expat, with services to gov't programs and private products targeting high net worth individuals.

“3) Also HCIT and domestic government segments (Medicaid & Medicare) were top of mind for growth.

“4) Seemingly, acquisitions likely to figure in more prominently than the past number of years.”

Aetna Inc. closed Friday at $38.34.