Viewing Company UnitedHealth Group Inc | StockChase
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Compiling comments that experts make about stocks while on public TV.

UnitedHealth Group Inc Stock Symbol: UNH-N

Last Price Recorded: $191.7500 on 2017-09-25

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Date Signal Expert Opinion Price
2017-09-19 HOLD Gordon Reid

A fine company, but his choice has been Anthem (ANTM-N). Has great admiration for this company. They are very good managers. They have the attributes that are really important from a risk/rewards standpoint in the healthcare insurance space, and that is size and scale. They have enough risk aversion that you should be safe holding this.


Price:
$194.650
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
No
2017-09-14 TOP PICK Paul Macdonald

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).


Price:
$197.730
Subject:
HEALTHCARE
Bias:
SELECTIVE
Owned:
Yes
2017-07-07 PAST TOP PICK Cameron Hurst

(A Top Pick May 20/16. Up 46.72%.) He’s been really happy with this. This is definitely the leader in their group. Management is intent on returning capital, 50% of earnings and cash flow each year.


Price:
$187.960
Subject:
US EQUITIES
Bias:
OPTIMISTIC
Owned:
Yes
2017-06-13 PAST TOP PICK Cameron Hurst

(A Top Pick May 20/16. Up 40%.) The whole healthcare space is at a neutral. This is the biggest Medicare/Medicaid provider in the US. They are great operators and have got scale. Great management team.


Price:
$181.050
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-06-13 TOP PICK Cameron Hurst

He likes its scale. It is the leader in every single group that it does business in. It has the widest geographic dispersion for its businesses. It is driving costs down for the government spend, which they badly need. Dividend yield of 1.6%. (Analysts’ price target is $194.)


Price:
$181.050
Subject:
US EQUITIES
Bias:
BULLISH
Owned:
Yes
2017-05-10 TOP PICK Paul Macdonald

The largest health insurer in the US. There are strong structural tailwinds within the managed care subsector and some potential tax windfalls. They’ve been using their health scripts to win business and reduce costs. Dividend yield of 1.4%. (Analysts’ price target is $191.)


Price:
$173.390
Subject:
HEALTHCARE
Bias:
UNKNOWN
Owned:
Yes
2017-04-06 PAST TOP PICK Cameron Hurst

(Top Pick Mar 2/17, Up 39%) There is a move toward trying to reduce the per capita health care spending.  They are compressing their business and picking up a lot of CVS-N customers.  It is not terribly affected either way by a policy shift.  They return 50% of free cash flow to shareholders.  They have government contracts behind them.  It came off his list, but there is nothing wrong with them.


Price:
$165.340
Subject:
US EQUITIES
Bias:
UNKNOWN
Owned:
Yes
2017-03-21 DON'T BUY David Dietze

He is not adding to his holdings right now. The industry leader in terms of health insurance. The time when he really backed up the truck was in the early part of Mr. Obama’s administration when stocks were just begging to be picked up off the sidewalks. Since then, this company has done extremely well. For your healthcare exposure, he would be looking at the more traditional companies such as Abbott Labs, Pfizer’s, Merck’s, GlaxoSmithKline’s.


Price:
$167.700
Subject:
US EQUITIES
Bias:
CAUTIOUS
Owned:
Yes
2017-02-22 PAST TOP PICK Paul Macdonald

(A Top Pick June 22/16. Up 17.44%.) They are the dominant medical insurer. The transition from straight Medicare to Medicare Advantage will be a positive tailwind for them. There are some tax benefits coming down the pipeline that will be positive for them. The only US medical insurer that is integrated with its pharmacy benefit manager, which is proving to be positive.


Price:
$160.570
Subject:
HEALTHCARE
Bias:
BULLISH on HEALTH CARE
Owned:
Yes
2017-02-17 HOLD Christine Poole

A very high quality health care provider in the US.  If you want exposure there, it is one of the best companies to hold.  She likes healthcare as a secular theme due to the aging demographics.  There is not one specific reason why is has gone up recently.  Keep holding it.


Price:
$157.620
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Unknown
2016-10-14 COMMENT Don Vialoux

Technically this has been doing okay, but it is currently testing its support level, and trading in a range right now. Historically, healthcare stocks at this time of year have underperformed the market. It is best not to be in the stock right now.


Price:
$133.920
Subject:
SEASONAL INVESTING
Bias:
BULLISH
Owned:
Unknown
2016-08-31 COMMENT Mohsin Bashir

A great business, and a leader in Pharma/benefits management space. Their franchise of Optum has been eating up market share in that fragmented space. Also, have contracts with the US military. Thinks it could have a little bit of volatility if there is a Clinton president, which could give you a buying opportunity.


Price:
$136.050
Subject:
NORTH AMERICAN - LARGE
Bias:
UNKNOWN
Owned:
Unknown
2016-08-29 WAIT Brian Acker, CA

It is coming in under EBV+5, or $116.81, -14% to model price.  We are getting 9% compound health care cost increases in the US annually.  Wait for $110, EBV+4, to buy the stock again.


Price:
$137.270
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH on US$
Owned:
Unknown
2016-08-26 PAST TOP PICK Stan Wong

(A Top Pick Aug 27/15. Up 18.02%.) Recently took profits on this. The healthcare sector is under little pressure with some of the rhetoric coming out of the election talk in the US. He still likes this, but it might hold back a little by more talk from the US politics.


Price:
$136.620
Subject:
NORTH AMERICAN - LARGE & ETFs
Bias:
BULLISH
Owned:
No
2016-07-19 PAST TOP PICK David Burrows

(A Top Pick July 9/15. Up 19.48%.) He owns a number of themes in the US that are not driven by the economy. Spending in health care is rising in the US.


Price:
$142.590
Subject:
NORTH AMERICAN - LARGE
Bias:
BULLISH
Owned:
Yes
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