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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.
Stock price when the opinion was issued
As of Jun 12, 2026. Market Open.
She remains bullish. They do health savings accounts, and employment remains high. Interest rates fuel their strong cash flow.
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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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.