Karen Firestone, CEO, Aureus Asset ManagementHealthEquityHQYBUYApr 03, 2024

She remains bullish. They do health savings accounts, and employment remains high. Interest rates fuel their strong cash flow.

Karen Firestone, CEO, Aureus Asset Management

Owned

Unlock Rating

$79.90

Stock price when the opinion was issued

$105.50

As of Aug 12, 2026. Market Open.

Healthcare

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PARTIAL SELL

Has owned it for years and has done exactly what she wanted it to. They're in the health savings business and benefits from a full employment and higher interest rates. Was a big position, so she took some shares off the table.

BUY

It's the largest health savings plan company. High employment and higher interest rates are good for their business. Stock is now breaking out.

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Karen Firestone, CEO, Aureus Asset ManagementHealthEquityHQYBUYApr 03, 2024

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