UnitedHealth Group Inc

UNH-N

NYSE:UNH

298.47
2.27 (0.75%)
UnitedHealth Group Inc. is an American for profit managed health care company based in Minnetonka, Minnesota. It is sixth in the United States on the Fortune 500.
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Analysis and Opinions about UNH-N

Signal
Opinion
Expert
TOP PICK
TOP PICK
January 17, 2020
It offers diversity in an area that the Canadian market doesn't have. Healthcare, insurance, but also owning networks and pharmacy benefit managers. Trades at an attractive multiple for their growth potential. A dominant player that merits the premium. (Analysts’ price target is $335.74)
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It offers diversity in an area that the Canadian market doesn't have. Healthcare, insurance, but also owning networks and pharmacy benefit managers. Trades at an attractive multiple for their growth potential. A dominant player that merits the premium. (Analysts’ price target is $335.74)
PAST TOP PICK
PAST TOP PICK
January 17, 2020
(A Top Pick Dec 03/18, Up 6%) It hasn't been an easy 6%. They have been trading out their covered calls. In early 2019, medicare talks put pressure on this stock. It's a medical insurer, which is a sort of company we don't have in Canada. They deal with healthcare insurance and pharmacy benefit manager. One of the best in the sector.
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(A Top Pick Dec 03/18, Up 6%) It hasn't been an easy 6%. They have been trading out their covered calls. In early 2019, medicare talks put pressure on this stock. It's a medical insurer, which is a sort of company we don't have in Canada. They deal with healthcare insurance and pharmacy benefit manager. One of the best in the sector.
WAIT
WAIT
January 13, 2020
We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
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We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
COMMENT
COMMENT
December 20, 2019

His choice in this space is Anthem, as it has better valuation metrics (13 times PE versus 17 with UnitedHealth).

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His choice in this space is Anthem, as it has better valuation metrics (13 times PE versus 17 with UnitedHealth).

BUY
BUY
October 24, 2019
US noise has made healthcare names struggle. Well valued. Price has been flat. Recently went above 200-day moving average. Closer to election, investors will realize value in these names. Trading at 15x, with 13% growth rate. Dividend is 1.77%.
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US noise has made healthcare names struggle. Well valued. Price has been flat. Recently went above 200-day moving average. Closer to election, investors will realize value in these names. Trading at 15x, with 13% growth rate. Dividend is 1.77%.
PARTIAL BUY
PARTIAL BUY
October 8, 2019
Always happens in a US election cycle with candidates threatening to restrict health pricing, but this time investors are overreacting. UNH is a good buy. He'll buy it if there is a positive trend in this. Start building a position now.
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Always happens in a US election cycle with candidates threatening to restrict health pricing, but this time investors are overreacting. UNH is a good buy. He'll buy it if there is a positive trend in this. Start building a position now.
DON'T BUY
DON'T BUY
October 3, 2019
He is hesitant to engage in themes that get politicized. Drug pricing can get highly politicized at various points in time. He just avoids it. He backs away. It is a long way to the election. Your risk is way more than your reward. Management is exceptional in this company but it is not worth stepping into this when you cannot handicap the political risk.
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He is hesitant to engage in themes that get politicized. Drug pricing can get highly politicized at various points in time. He just avoids it. He backs away. It is a long way to the election. Your risk is way more than your reward. Management is exceptional in this company but it is not worth stepping into this when you cannot handicap the political risk.
PAST TOP PICK
PAST TOP PICK
September 6, 2019
(A Top Pick Jul 09/19, Down 7%) It’s a longer term hedge, so would still own it. It’s come off more than it should have. The stock is worth $25 higher than where it’s at now.
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(A Top Pick Jul 09/19, Down 7%) It’s a longer term hedge, so would still own it. It’s come off more than it should have. The stock is worth $25 higher than where it’s at now.
BUY
BUY
September 3, 2019
Be ready for a lot of political noise leading up to the US election in Nov. 2020. UNH is a fantastic company. 170 million American hold private insurance through their employers. No, not all Americans, but they have coverage. UNH is well-positioned in health insurance.
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Be ready for a lot of political noise leading up to the US election in Nov. 2020. UNH is a fantastic company. 170 million American hold private insurance through their employers. No, not all Americans, but they have coverage. UNH is well-positioned in health insurance.
WATCH
WATCH
August 2, 2019
Owned it for five years until early this year, because of the noise of "medicare for all" that won't end until a Democratic candidate is chosen. An excellent company, but not timely.
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Owned it for five years until early this year, because of the noise of "medicare for all" that won't end until a Democratic candidate is chosen. An excellent company, but not timely.
TOP PICK
TOP PICK
July 17, 2019
They report tomorrow. UnitedHealth the largest health insurer in the U.S. It has diversified operations. They acquired of pharmacy benefits manager, Catamaran, that'll give them competitive positioning. No matter who wins the next U.S. election, U.S. healthcare will still need UNH's business. (Analysts’ price target is $291.44)
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They report tomorrow. UnitedHealth the largest health insurer in the U.S. It has diversified operations. They acquired of pharmacy benefits manager, Catamaran, that'll give them competitive positioning. No matter who wins the next U.S. election, U.S. healthcare will still need UNH's business. (Analysts’ price target is $291.44)
TOP PICK
TOP PICK
July 9, 2019
Names like this take time and are very volatile. It's weathered the storm and now spending time around $2.30. It's ready to go back up with strong momentum perhaps over 5 weeks. (Analysts’ price target is $288.52)
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Names like this take time and are very volatile. It's weathered the storm and now spending time around $2.30. It's ready to go back up with strong momentum perhaps over 5 weeks. (Analysts’ price target is $288.52)
TOP PICK
TOP PICK
July 4, 2019
The US is talking about having Medicare for all. This company does a good job of eliminating cost for all involved. They raised the dividend over the last few years. He sees it as a good solid company. (Analysts’ price target is $287.80)
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The US is talking about having Medicare for all. This company does a good job of eliminating cost for all involved. They raised the dividend over the last few years. He sees it as a good solid company. (Analysts’ price target is $287.80)
PAST TOP PICK
PAST TOP PICK
May 24, 2019
(A Top Pick Mar 11/19, Up 2%) Really good day trade. Not a happy place to be as a retail investor. Not something you need to own right away. Chart's gone straight up for so long, but now facing some turbulence. Now it's a hold or a watch.
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(A Top Pick Mar 11/19, Up 2%) Really good day trade. Not a happy place to be as a retail investor. Not something you need to own right away. Chart's gone straight up for so long, but now facing some turbulence. Now it's a hold or a watch.
TOP PICK
TOP PICK
May 23, 2019
They are the largest Health Care provider in the US. He thinks it is going back into the $300 territory after the election. P/E is 17. (Analysts’ price target is $287.72)
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They are the largest Health Care provider in the US. He thinks it is going back into the $300 territory after the election. P/E is 17. (Analysts’ price target is $287.72)
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