His preference in the space. It's insulated from retail exposure, which is impacted with more prescriptions being filled online. Benefits from trend to value-based care, which pays for patient outcomes rather than services provided.
He bought more yesterday. They're a perennial compounder. They will overcome the MLR (medical loss ratio), a concern. Management is almost flawless in reporting quarters and guiding. They will continue to grow.
Likes it. It's a compounder. Low unemployment is a catalyst for health. Medicare has been strong
Falling after earnings, though beat revenues and EPS and raised guidance. Are the cream of the crop in healthcare services. The fall comes from the lighter-than-expected guide, and they had a nice ride in recent weeks.
They rallied into today's earnings. Though client acquisition has stagnated, their crossover business has grown revenues. He welcomes today's weakness, so he can add shares.
Insurance for employers and individuals in the USA.
Overhang on the stock fading.
Has owned shares for a long time.
Believes prospects for business excellent.
The most consistent beat-and-raise company on the Dow. Add shares ahead of their Friday report.
That news is distressing. That's unfair. He switched to Humana for coverage, but also bought Humana shares.
She just added shares. It's been underperforming the market, but still has growth being #1 in health insurance in the U.S. Will enjoy earnings growth this year whatever happenings to the economy.
Like Pepsi, it's a steady earner and trades at the same 21x PE. Lots of cash flow and higher ROE than peers. Will do well in a tough economy.
Defensive stock that is good for long term investors.
Likes dynamics of healthcare industry - believes demand for healthcare will remain strong.
Very well run company.
Don’t think this operates in Canada
Continually growing business.
Strong sector with demand for healthcare services excellent.
Largest health insurance provider in USA (within sector).
130 million customers in the USA.
Aging population creating demand for health insurance.
Good for the long term investor.
Would recommend buying.
He trimmed it last September to decrease his overall healthcare allocation. UNH has slowing topline and profits, but it's still growing with secular tailwinds, and rising enrollments, so he's holding on. UNH has outperformed all healthcare over the last 12 months by 40%.
It provides health care and healthcare insurance products. It is difficult to understand and is just one bad news headline away from destroying its business. He prefers to stay away from Healthcare and has only one - Stryker.
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, 29 stock analysts published opinions about UNH-N. 22 analysts recommended to BUY the stock. 4 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.
29 stock analysts on Stockchase covered UnitedHealth Group Inc In the last year. It is a trending stock that is worth watching.
On 2023-06-01, UnitedHealth Group Inc (UNH-N) stock closed at a price of $493.63.
It is a defensive stock that is executing very well as a large health insurance company with its own physician networks and clinics. It administers Medicare and Medicaid and has a clear runway for double digit growth. Yield is 1.3%