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Stocks gain for the week, oil climbsMixed Friday, positive weekStocks see-saw after hawkish Fed pauseThis summary was created by AI, based on 28 opinions in the last 12 months.
The experts have mixed opinions about UnitedHealth Group Inc. Some believe it has the potential for growth and resilience in the long-term due to its position as America's biggest health insurer and its strong track record. Others are more cautious, citing concerns about rising medical costs, underperformance in the sector, and potential overvaluation. Overall, the stock has experienced some volatility and uncertainty due to various factors such as government policy changes, higher medical costs, and sector-specific challenges.
He's been buying this weakness. Lots of risk. Can't recommend it.
Behemoth. Long-term demographics makes this a name you want to hold. Shares trending flat for the last couple of years. 200-day MA is sideways at this point, and shares are slightly below that point. Yield is 1.5%, nothing fantastic, but likes it long term.
Earnings should continue to grow, about 12% growth right now. Not a lot of strong competitors in the space. In healthcare, money has gone into the growthier names like LLY and NVO.
They should have reported that computer hack sooner, but they boast a great balance sheet. That said, he doesn't like the health insurance industry now.
They report this week. Listen for what they say about their cyber hack and the recent Medicare announcement (will this overhang endure?).
It reports next week. Is hitting a 52-week low today. He bought it higher, at $470, last month. Don't buy ahead of earnings. They're taking punch after punch. He's close to being stopped out of his position. He will watch for guidance. If it's a sell-the-news event, he might sell.
Massive compounder of 13-16% over decades. Endemic pressures on medical loss ratio. Under DOJ scrutiny on market concentration. Looking for 11% growth. Weakness provides good entry point, massive demographic tailwinds.
From a thematic standpoint, his firm is about a 1/3 weight in healthcare, so pretty underweight. Across the group, there are a few specific pharma companies, like LLY, that are really knocking the cover off the vault. And a bunch not doing so well.
Biotech and medical devices have been sort of sloppy. Now there's trouble with some of the managed-care companies. In general, even though the XLV price is moving higher, relative strength vs. the rest of the market has been hitting YTD lows. Underperforming sector. Better places to focus right now.
Down 6% in Q1, hurt by higher medical costs (like Humana) as the biggest health insurer in the US. Then after the bell today, the government limited increases in the health insurers' policies. The February data in health hack didn't help. But UNH has a good chance of a bounce back in the next two days.
You should look beyond tech which is pulling back now. Healthcare offers earnings growth ahead, like device companies. UNH has lagged this year due to utilization rates as medical expenses go higher.
Great company. He owns ELV, trades at 4-5 multiple points lower, fundamentals are equally good.
Whole group has stalled a bit over medical cost ratios and medical costs in general. Government is repricing programs, and it's affecting margins. Companies will fight through it, trading inexpensively, very solid growth metrics. Not afraid to buy any of them, and his choice is ELV.
Won't touch this group, including Humana, which is in a massive reset.
The stock has been flat, but at current share prices he's been adding. UNH is the giant of US healthcare. Now is a great entry point. Trades at 18x PE. Can deliver 8-10% topline growth and around 8-9% bottom line. They have a great track record. They participate in Medicare Advantage with a 20% market share.
Owns shares in company. Usually weakness in shares before US election with worries of healthcare changes. Would recommend holding.
The health sector is poised to rally after a rough year. UNH is a good company though he prefers Humana.
UnitedHealth Group Inc is a American stock, trading under the symbol UNH-N on the New York Stock Exchange (UNH). It is usually referred to as NYSE:UNH or UNH-N
In the last year, 22 stock analysts published opinions about UNH-N. 15 analysts recommended to BUY the stock. 5 analysts recommended to SELL the stock. The latest stock analyst recommendation is . Read the latest stock experts' ratings for UnitedHealth Group Inc.
UnitedHealth Group Inc was recommended as a Top Pick by on . Read the latest stock experts ratings for UnitedHealth Group Inc.
Earnings reports or recent company news can cause the stock price to drop. Read stock experts’ recommendations for help on deciding if you should buy, sell or hold the stock.
22 stock analysts on Stockchase covered UnitedHealth Group Inc In the last year. It is a trending stock that is worth watching.
On 2024-05-14, UnitedHealth Group Inc (UNH-N) stock closed at a price of $513.88.