
NYSE:UNH
The company came out with very strong earnings – 12% growth y-o-y. Despite the run in share prices currently, he thinks there is still lots of runway. The companies touches on so many aspects of public health in the US and suggests politicians will avoid public cuts in spending going forward. He sees their growth continuing. Yield 1.3%.
(A Top Pick June 13/17 Up 29%) He sees no reason to move away from this holding. It is a consistent performer and will continue to do well. The independant gorilla in the Medicare and Medicaid space in the US. Did have a little bit of a pullback and consolidation. A very positive story and good momentum based on last quarter earnings.