UnitedHealth Group Inc (UNH-N) Stock Predictions - Stockchase
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UnitedHealth Group Inc (UNH-N)

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medical services

UnitedHealth Group Inc

UNH-N

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UnitedHealth Group Inc (UNH-N) SAVE Apr, 25, 2019, 2:45 am

230.35 0.23 (0.1%)

About UnitedHealth Group Inc (UNH-N)

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. More at Wikipedia

What the experts are saying about UNH-N



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Signal Opinion Expert
BUY
Trading at 17 times forward earnings. 13-14% growth rate. 1.5% dividend yield. 15 billion dollar worth of free cash flow. They are in pharmacy and benefit management service. They are have scale across different segments. Good for an uncertain time despite the politics.
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Trading at 17 times forward earnings. 13-14% growth rate. 1.5% dividend yield. 15 billion dollar worth of free cash flow. They are in pharmacy and benefit management service. They are have scale across different segments. Good for an uncertain time despite the politics.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$247.390
Owned Owned
Yes

BUY on WEAKNESS
Good operator. Sensible balance sheet. Like the "Home Depot" of healthcare. Difficult to buy on price. Well run. Always at a premium price, as it's a good company.
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Good operator. Sensible balance sheet. Like the "Home Depot" of healthcare. Difficult to buy on price. Well run. Always at a premium price, as it's a good company.
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Chris Stuchberr

Portfolio , Wellington-Altus Pri...

Price Price
$244.410
Owned Owned
Unknown

TOP PICK
Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up.
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Just tested the 50- and 100-week moving averages--and hasn't broken them. It's still cheap after selling off, building a base and is now moving up.
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Elliott Fishman

Director o, Trading Services Gro...

Price Price
$243.150
Owned Owned
No

WAIT
Start a position at $240? Positives: top-shelf management with a history of returning 50% of free cash flow each year through dividends and stock buys. They're massive and have cost advantage. Cons: in consolidation now. He takes a longer view on UNH, but wouldn't buy it now. There's no rush to. UNH is also beta. Numbers solid, but UNH isn't cheap. Watch it.
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Start a position at $240? Positives: top-shelf management with a history of returning 50% of free cash flow each year through dividends and stock buys. They're massive and have cost advantage. Cons: in consolidation now. He takes a longer view on UNH, but wouldn't buy it now. There's no rush to. UNH is also beta. Numbers solid, but UNH isn't cheap. Watch it.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$236.700
Owned Owned
No

BUY
On a 12 months basis it is better than 85% of the companies in the NYSE. Healthcare has come back quite nicely. This is trading well above a rising 150 day average. This is a theme you can depend on. Managed Healthcare. Continue to hold it.
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On a 12 months basis it is better than 85% of the companies in the NYSE. Healthcare has come back quite nicely. This is trading well above a rising 150 day average. This is a theme you can depend on. Managed Healthcare. Continue to hold it.
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David Burrows

President , Barometer Capital Ma...

Price Price
$268.160
Owned Owned
Unknown

BUY on WEAKNESS
It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips.
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It has characteristics of a defensive nature but grows at double digit earnings each year. There are headwinds in that space. Amazon may be entering the pharmacy business. But people are living longer and will need health care longer. Buy it on dips.
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Robert Lauzon

Deputy Chi, Middlefield Capital ...

Price Price
$270.200
Owned Owned
Yes

COMMENT
18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
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18X foward earnings. ROE is 20% average over 5 five years. Healthcare gies you (Analysts’ price target is $301.58)
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$266.330
Owned Owned
Unknown

TOP PICK
UnitedHealth Group Inc(UNH-N) 

December 11, 2018

It's #5 in revenue of all US companies. They'll do $250 billion in revenue in 2019. It's down only 7-8% during this market carngage, so it's held its own. The CEO belives they just started a growth boom. Has a good runway ahead, working closely with government agencies and in South America. Good defensive stock. (Analysts’ price target is $304.74)
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It's #5 in revenue of all US companies. They'll do $250 billion in revenue in 2019. It's down only 7-8% during this market carngage, so it's held its own. The CEO belives they just started a growth boom. Has a good runway ahead, working closely with government agencies and in South America. Good defensive stock. (Analysts’ price target is $304.74)
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Mike S. Newton,

Director &, Scotia Wealth Manage...

Price Price
$267.220
Owned Owned
Yes

WATCH
They are just so consistent. The health care sector is just so influenced by politics. But these guys reduce costs for governments. This stock has been spectacular. They have scale and a phenomenal management team that returns capital to shareholders. He would not buy more at this time.
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They are just so consistent. The health care sector is just so influenced by politics. But these guys reduce costs for governments. This stock has been spectacular. They have scale and a phenomenal management team that returns capital to shareholders. He would not buy more at this time.
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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$276.850
Owned Owned
Unknown

BUY
Looks very strong. The technical strength is strong. PEG ratio is 1.4. Likes it. Longer term, 1 year, 24 months this is a good place to be.
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Looks very strong. The technical strength is strong. PEG ratio is 1.4. Likes it. Longer term, 1 year, 24 months this is a good place to be.
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Stan Wong

Director &, Private Wealth Manag...

Price Price
$276.850
Owned Owned
No

TOP PICK
They've had a great run and are the poster child of the U.S. health insurance space. They continue to put up 15% bottom-line growth. (Analysts’ price target is $304.74)
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They've had a great run and are the poster child of the U.S. health insurance space. They continue to put up 15% bottom-line growth. (Analysts’ price target is $304.74)
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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$286.330
Owned Owned
Yes

TOP PICK
UnitedHealth Group Inc(UNH-N) 

November 12, 2018

Healthcare is a fantastic bull market. They have a great chart, in atrong uptrend since 2014 with higher highs and higher lows. (Analysts’ price target is $300.87)
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Healthcare is a fantastic bull market. They have a great chart, in atrong uptrend since 2014 with higher highs and higher lows. (Analysts’ price target is $300.87)
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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$272.380
Owned Owned
Yes

BUY
They have very good management. Very strong on momentum and most of the technicals. It is one of his top picks. One of his top picks in the sector. Buy on the dip if possible.
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They have very good management. Very strong on momentum and most of the technicals. It is one of his top picks. One of his top picks in the sector. Buy on the dip if possible.
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Rob Tetrault

Portfolio , Tetrault Wealth Advi...

Price Price
$276.550
Owned Owned
Yes

HOLD

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%.  

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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%.  

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Charles Taersk

President , Faircourt Asset Mana...

Price Price
$267.300
Owned Owned
No

BUY

This is a very positive company. This is a large US insurer, with a separate interest in health records and technology. The company has done very well but still trades at a reasonable valuation.

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This is a very positive company. This is a large US insurer, with a separate interest in health records and technology. The company has done very well but still trades at a reasonable valuation.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$261.690
Owned Owned
Unknown

HOLD

Its technicals and fundamentals have nicely converged and is now perfectly priced. There's no upside or downside here. No momentum to rise. Maybe in another year there'll be enough earnings.

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Its technicals and fundamentals have nicely converged and is now perfectly priced. There's no upside or downside here. No momentum to rise. Maybe in another year there'll be enough earnings.

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Ross Healy

Chairman, Strategic Analysis C...

Price Price
$262.400
Owned Owned
Unknown

TOP PICK

Healthcare is in a secular bull market. Fantastsic trend upwards over the past year. Executing well. (Analysts' price target: $280.23)

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Healthcare is in a secular bull market. Fantastsic trend upwards over the past year. Executing well. (Analysts' price target: $280.23)

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Hap (Robert) Sn

Chief Port, Castlemoore Inc....

Price Price
$260.910
Owned Owned
Yes

PAST TOP PICK

(A Top Pick September 14/17 - Up 27%.) A tremendous growth story. Still a holding. Dominant leaders in the space. 

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(A Top Pick September 14/17 - Up 27%.) A tremendous growth story. Still a holding. Dominant leaders in the space. 

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$250.500
Owned Owned
Yes

PAST TOP PICK

(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.

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(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.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$229.210
Owned Owned
Yes

PAST TOP PICK

(A Top Pick May 10/17, Up 30%) Pure health insurance in the U.S. and expects it be the dominant player. Made a tremendous acquisition 2012 that's paid off. Stock is a great performer, and he likes the sector, too, which will consolidate.

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(A Top Pick May 10/17, Up 30%) Pure health insurance in the U.S. and expects it be the dominant player. Made a tremendous acquisition 2012 that's paid off. Stock is a great performer, and he likes the sector, too, which will consolidate.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$222.820
Owned Owned
Yes

COMMENT

Amazon, Berkshire Hathaway and J.P. Morgan just announced forming a healthcare company aimed at cutting costs. The experiment with government led healthcare mandates really didn’t work. There was far too much friction between opposing views. If you own the stock, you shouldn't get too excited about just one day, or the fact that insurers are going to go away.

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Amazon, Berkshire Hathaway and J.P. Morgan just announced forming a healthcare company aimed at cutting costs. The experiment with government led healthcare mandates really didn’t work. There was far too much friction between opposing views. If you own the stock, you shouldn't get too excited about just one day, or the fact that insurers are going to go away.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$236.650
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Jun 13/17, Up 23%)  They have a couple of headwinds right now.  There is a health insurer thing rolling off that is a one year thing.  He continues to like them.

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(A Top Pick Jun 13/17, Up 23%)  They have a couple of headwinds right now.  There is a health insurer thing rolling off that is a one year thing.  He continues to like them.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$220.150
Owned Owned
Yes

PAST TOP PICK

(A Top Pick June 13/17. Up 18%.) This has been an absolute hero. It has several tailwinds. It is the dominant Medicare/Medicaid provider. Management is intent on returning 50% of free cash flow. It has all the right factors. He still likes this.

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(A Top Pick June 13/17. Up 18%.) This has been an absolute hero. It has several tailwinds. It is the dominant Medicare/Medicaid provider. Management is intent on returning 50% of free cash flow. It has all the right factors. He still likes this.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$212.700
Owned Owned
Yes

HOLD
UnitedHealth Group Inc(UNH-N) 

September 19, 2017

A fine company, but his choice has been Anthem (ANTM-N). Has great admiration for this company. They are very good managers. They have the attributes that are really important from a risk/rewards standpoint in the healthcare insurance space, and that is size and scale. They have enough risk aversion that you should be safe holding this.

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A fine company, but his choice has been Anthem (ANTM-N). Has great admiration for this company. They are very good managers. They have the attributes that are really important from a risk/rewards standpoint in the healthcare insurance space, and that is size and scale. They have enough risk aversion that you should be safe holding this.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$194.650
Owned Owned
No

TOP PICK
UnitedHealth Group Inc(UNH-N) 

September 14, 2017

The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

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The dominant player in health insurance in the US.  They have a pharmacy benefit manager.  They are squeezing down costs and gaining business.  (Analysts’ target: $214.00).

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$197.730
Owned Owned
Yes

PAST TOP PICK

(A Top Pick May 20/16. Up 46.72%.) He’s been really happy with this. This is definitely the leader in their group. Management is intent on returning capital, 50% of earnings and cash flow each year.

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(A Top Pick May 20/16. Up 46.72%.) He’s been really happy with this. This is definitely the leader in their group. Management is intent on returning capital, 50% of earnings and cash flow each year.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$187.960
Owned Owned
Yes

PAST TOP PICK

(A Top Pick May 20/16. Up 40%.) The whole healthcare space is at a neutral. This is the biggest Medicare/Medicaid provider in the US. They are great operators and have got scale. Great management team.

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(A Top Pick May 20/16. Up 40%.) The whole healthcare space is at a neutral. This is the biggest Medicare/Medicaid provider in the US. They are great operators and have got scale. Great management team.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$181.050
Owned Owned
Yes

TOP PICK

He likes its scale. It is the leader in every single group that it does business in. It has the widest geographic dispersion for its businesses. It is driving costs down for the government spend, which they badly need. Dividend yield of 1.6%. (Analysts’ price target is $194.)

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He likes its scale. It is the leader in every single group that it does business in. It has the widest geographic dispersion for its businesses. It is driving costs down for the government spend, which they badly need. Dividend yield of 1.6%. (Analysts’ price target is $194.)

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$181.050
Owned Owned
Yes

TOP PICK

The largest health insurer in the US. There are strong structural tailwinds within the managed care subsector and some potential tax windfalls. They’ve been using their health scripts to win business and reduce costs. Dividend yield of 1.4%. (Analysts’ price target is $191.)

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The largest health insurer in the US. There are strong structural tailwinds within the managed care subsector and some potential tax windfalls. They’ve been using their health scripts to win business and reduce costs. Dividend yield of 1.4%. (Analysts’ price target is $191.)

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$173.390
Owned Owned
Yes

PAST TOP PICK

(Top Pick Mar 2/17, Up 39%) There is a move toward trying to reduce the per capita health care spending.  They are compressing their business and picking up a lot of CVS-N customers.  It is not terribly affected either way by a policy shift.  They return 50% of free cash flow to shareholders.  They have government contracts behind them.  It came off his list, but there is nothing wrong with them.

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(Top Pick Mar 2/17, Up 39%) There is a move toward trying to reduce the per capita health care spending.  They are compressing their business and picking up a lot of CVS-N customers.  It is not terribly affected either way by a policy shift.  They return 50% of free cash flow to shareholders.  They have government contracts behind them.  It came off his list, but there is nothing wrong with them.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$165.340
Owned Owned
Yes

DON'T BUY

He is not adding to his holdings right now. The industry leader in terms of health insurance. The time when he really backed up the truck was in the early part of Mr. Obama’s administration when stocks were just begging to be picked up off the sidewalks. Since then, this company has done extremely well. For your healthcare exposure, he would be looking at the more traditional companies such as Abbott Labs, Pfizer’s, Merck’s, GlaxoSmithKline’s.

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He is not adding to his holdings right now. The industry leader in terms of health insurance. The time when he really backed up the truck was in the early part of Mr. Obama’s administration when stocks were just begging to be picked up off the sidewalks. Since then, this company has done extremely well. For your healthcare exposure, he would be looking at the more traditional companies such as Abbott Labs, Pfizer’s, Merck’s, GlaxoSmithKline’s.

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David Dietze

Founder, P, Point View Wealth Ma...

Price Price
$167.700
Owned Owned
Yes

PAST TOP PICK
UnitedHealth Group Inc(UNH-N) 

February 22, 2017

(A Top Pick June 22/16. Up 17.44%.) They are the dominant medical insurer. The transition from straight Medicare to Medicare Advantage will be a positive tailwind for them. There are some tax benefits coming down the pipeline that will be positive for them. The only US medical insurer that is integrated with its pharmacy benefit manager, which is proving to be positive.

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(A Top Pick June 22/16. Up 17.44%.) They are the dominant medical insurer. The transition from straight Medicare to Medicare Advantage will be a positive tailwind for them. There are some tax benefits coming down the pipeline that will be positive for them. The only US medical insurer that is integrated with its pharmacy benefit manager, which is proving to be positive.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$160.570
Owned Owned
Yes

HOLD
UnitedHealth Group Inc(UNH-N) 

February 17, 2017

A very high quality health care provider in the US.  If you want exposure there, it is one of the best companies to hold.  She likes healthcare as a secular theme due to the aging demographics.  There is not one specific reason why is has gone up recently.  Keep holding it.

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A very high quality health care provider in the US.  If you want exposure there, it is one of the best companies to hold.  She likes healthcare as a secular theme due to the aging demographics.  There is not one specific reason why is has gone up recently.  Keep holding it.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$157.620
Owned Owned
Unknown

COMMENT

Technically this has been doing okay, but it is currently testing its support level, and trading in a range right now. Historically, healthcare stocks at this time of year have underperformed the market. It is best not to be in the stock right now.

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Technically this has been doing okay, but it is currently testing its support level, and trading in a range right now. Historically, healthcare stocks at this time of year have underperformed the market. It is best not to be in the stock right now.

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Don Vialoux

Research A, TimingTheMarket.CA &...

Price Price
$133.920
Owned Owned
Unknown

COMMENT

A great business, and a leader in Pharma/benefits management space. Their franchise of Optum has been eating up market share in that fragmented space. Also, have contracts with the US military. Thinks it could have a little bit of volatility if there is a Clinton president, which could give you a buying opportunity.

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A great business, and a leader in Pharma/benefits management space. Their franchise of Optum has been eating up market share in that fragmented space. Also, have contracts with the US military. Thinks it could have a little bit of volatility if there is a Clinton president, which could give you a buying opportunity.

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$136.050
Owned Owned
Unknown

WAIT

It is coming in under EBV+5, or $116.81, -14% to model price.  We are getting 9% compound health care cost increases in the US annually.  Wait for $110, EBV+4, to buy the stock again.

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It is coming in under EBV+5, or $116.81, -14% to model price.  We are getting 9% compound health care cost increases in the US annually.  Wait for $110, EBV+4, to buy the stock again.

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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$137.270
Owned Owned
Unknown

PAST TOP PICK

(A Top Pick Aug 27/15. Up 18.02%.) Recently took profits on this. The healthcare sector is under little pressure with some of the rhetoric coming out of the election talk in the US. He still likes this, but it might hold back a little by more talk from the US politics.

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(A Top Pick Aug 27/15. Up 18.02%.) Recently took profits on this. The healthcare sector is under little pressure with some of the rhetoric coming out of the election talk in the US. He still likes this, but it might hold back a little by more talk from the US politics.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$136.620
Owned Owned
No

PAST TOP PICK

(A Top Pick July 9/15. Up 19.48%.) He owns a number of themes in the US that are not driven by the economy. Spending in health care is rising in the US.

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(A Top Pick July 9/15. Up 19.48%.) He owns a number of themes in the US that are not driven by the economy. Spending in health care is rising in the US.

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David Burrows

President , Barometer Capital Ma...

Price Price
$142.590
Owned Owned
Yes

TOP PICK

HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

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HMOs have really benefited from the Affordable Care Act with new lives coming on to getting insurance. Also, benefiting from lower employment rates. This is the “elephant in the room” in healthcare insurance in the US. Dividend yield of 1.81%.

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Paul Macdonald

Chief Inve, Harvest Portfolios G...

Price Price
$137.900
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 9/15. Up 17%.) The largest provider of healthcare coverage. The US has about 50 million subscribers, about 4 million in Brazil. They are in 125 countries globally. This is still a Buy.

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(A Top Pick July 9/15. Up 17%.) The largest provider of healthcare coverage. The US has about 50 million subscribers, about 4 million in Brazil. They are in 125 countries globally. This is still a Buy.

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David Burrows

President , Barometer Capital Ma...

Price Price
$137.870
Owned Owned
Yes

PAST TOP PICK

(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

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(A Top Pick Aug 21/15. Up 14.36%.) Obama care has got so many more people into the insurance net. Also, the demographics are working. This is the largest Medicare and Medicaid provider in the US.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$130.940
Owned Owned
Yes

TOP PICK

This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

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This stock is very consistent. Management has a stated pledge to return 50% of free cash flow and invest with the rest. This is very stable and very predictable. Excellent execution. Consistently high multiple, which he likes. Dividend yield of 1.52%.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$130.940
Owned Owned
Yes

BUY on WEAKNESS

He likes it.  They will benefit from Obamacare going forward.  He took it out of the portfolio, but will revisit it.  It got overbought so wait for it to pull back before buying.

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He likes it.  They will benefit from Obamacare going forward.  He took it out of the portfolio, but will revisit it.  It got overbought so wait for it to pull back before buying.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$128.030
Owned Owned
No

COMMENT

This whole industry is fascinating. All these companies are going through a period where they are trying to merge. The whole sector demographically is positive. He is keeping an eye on this, but not ready to pull the trigger yet.

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This whole industry is fascinating. All these companies are going through a period where they are trying to merge. The whole sector demographically is positive. He is keeping an eye on this, but not ready to pull the trigger yet.

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Zachary Curry

Chief Oper, Davis-Rea Ltd....

Price Price
$127.040
Owned Owned
No

TOP PICK

The largest Medicare contractor in the US and a top Pharmacy Benefits Management (PBM). Best in class management. They have a stated mandate to return 50% of free cash flow every year. Significant demographic tailwinds for years to come. Dividend yield of 1.65%.

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The largest Medicare contractor in the US and a top Pharmacy Benefits Management (PBM). Best in class management. They have a stated mandate to return 50% of free cash flow every year. Significant demographic tailwinds for years to come. Dividend yield of 1.65%.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$121.270
Owned Owned
Yes

PAST TOP PICK
UnitedHealth Group Inc(UNH-N) 

December 22, 2015

(A Top Pick Aug 21/15. Up 1 point to 3%.) Their predominant business is in health insurance, but also does pharmacy benefits management. Their PBM business is under a little bit of pressure right now, but this is one of the best operators in the business.

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(A Top Pick Aug 21/15. Up 1 point to 3%.) Their predominant business is in health insurance, but also does pharmacy benefits management. Their PBM business is under a little bit of pressure right now, but this is one of the best operators in the business.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$117.440
Owned Owned
Yes

COMMENT
UnitedHealth Group Inc(UNH-N) 

November 27, 2015

He would stick with Anthem (ANTM-N) instead. This one was a little bit late to the party in terms of taking up the insurance through Obama care.

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He would stick with Anthem (ANTM-N) instead. This one was a little bit late to the party in terms of taking up the insurance through Obama care.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$114.340
Owned Owned
No

PAST TOP PICK

(Top Pick Aug 21/15, Up 0.93%) A huge secular tailwind.  Mid teen earnings growth and a reasonable multiple.  They are a flawless operator.

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(Top Pick Aug 21/15, Up 0.93%) A huge secular tailwind.  Mid teen earnings growth and a reasonable multiple.  They are a flawless operator.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$116.050
Owned Owned
No

TOP PICK

The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.

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The largest diversified health care services company providing healthcare benefits and assistance to people in the US and Brazil. Positioned to benefit from Obama care and the aging US population. Growth rate relative to its peers is quite strong. They are going to grow in terms of membership because of what is happening with insurance in the US. Dividend yield of 1.7%.

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Stan Wong

Director &, Private Wealth Manag...

Price Price
$117.770
Owned Owned
Yes

COMMENT

He prefers Anthem (ANTM-N), but this one does the job as well. You need critical mass (size) and they both have that. This company recently bought Catamaran, a pharmacy benefit company. This is where you bolt on naturally accretive operations to these companies, and they work very, very well.

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He prefers Anthem (ANTM-N), but this one does the job as well. You need critical mass (size) and they both have that. This company recently bought Catamaran, a pharmacy benefit company. This is where you bolt on naturally accretive operations to these companies, and they work very, very well.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$113.460
Owned Owned
No

TOP PICK

Largest health medicare contractor in the US. More healthcare will be needed in the future. The stock never seems to get ahead of itself. Sees more acquisitions coming. Solid management. Not going for home runs, all singles and doubles, which he really likes.

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Largest health medicare contractor in the US. More healthcare will be needed in the future. The stock never seems to get ahead of itself. Sees more acquisitions coming. Solid management. Not going for home runs, all singles and doubles, which he really likes.

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Cameron Hurst

Chief Inve, Equium Capital Manag...

Price Price
$116.280
Owned Owned
Yes

PAST TOP PICK

(Top Pick Aug 1/14, Up 63.33%) It got taken out.  They benefited by Obamacare. 

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(Top Pick Aug 1/14, Up 63.33%) It got taken out.  They benefited by Obamacare. 

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John Zechner

Chairman, J. Zechner & Assoc...

Price Price
$122.480
Owned Owned
No

BUY on WEAKNESS

In the healthcare industry which have all done very well. There is consolidation going on and the sector has outperformed. Wouldn’t be chasing this right now. The whole sector has benefited because of the aging population. The bigger you get, the lower your infrastructure costs are, and the more your network expands. Wait for a pullback.

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In the healthcare industry which have all done very well. There is consolidation going on and the sector has outperformed. Wouldn’t be chasing this right now. The whole sector has benefited because of the aging population. The bigger you get, the lower your infrastructure costs are, and the more your network expands. Wait for a pullback.

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Christine Poole

CEO & Mana, GlobeInvest Capital ...

Price Price
$120.700
Owned Owned
No

TOP PICK

This company sells health plans. They are about the biggest in the US. There is a growing population of people over 65 and 85 who are buyers of these plans. Obama care has been supportive of insurance plans across the board. This is a business that is consolidating. Beat their most recent quarter by 8%. Dividend yield of 1.68%.

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This company sells health plans. They are about the biggest in the US. There is a growing population of people over 65 and 85 who are buyers of these plans. Obama care has been supportive of insurance plans across the board. This is a business that is consolidating. Beat their most recent quarter by 8%. Dividend yield of 1.68%.

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David Burrows

President , Barometer Capital Ma...

Price Price
$120.700
Owned Owned
Yes

PAST TOP PICK

(Top Pick Jul. 11/13, Up 27.78%) They raised their guidance going forward.  Have an increasing opportunity to grow the business.  He would focus more on biotech, but the whole sector has been performing well.

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(Top Pick Jul. 11/13, Up 27.78%) They raised their guidance going forward.  Have an increasing opportunity to grow the business.  He would focus more on biotech, but the whole sector has been performing well.

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David Burrows

President , Barometer Capital Ma...

Price Price
$85.680
Owned Owned
Yes

PAST TOP PICK

(A Top Pick July 23/13. Up 18.88%.) There was a feeling they were going to get hurt by Obama care, but it wasn’t. Two weeks ago consensus was $126, and they reported $142 for the quarter, 2 quarters in a row of above-average growth. A nice safe place to hide and have exposure to the US healthcare.

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(A Top Pick July 23/13. Up 18.88%.) There was a feeling they were going to get hurt by Obama care, but it wasn’t. Two weeks ago consensus was $126, and they reported $142 for the quarter, 2 quarters in a row of above-average growth. A nice safe place to hide and have exposure to the US healthcare.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$85.060
Owned Owned
Yes

COMMENT

Great-looking chart and a good company. These stocks sometimes get ahead of themselves and arc off the trend line, and sometimes retrace back to the trend line. This might be due for one of those pullbacks. However, the trend is your friend and the stock is going up.

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Great-looking chart and a good company. These stocks sometimes get ahead of themselves and arc off the trend line, and sometimes retrace back to the trend line. This might be due for one of those pullbacks. However, the trend is your friend and the stock is going up.

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Keith Richards

Portfolio , ValueTrend Wealth Ma...

Price Price
$85.110
Owned Owned
Unknown

BUY
UnitedHealth Group Inc(UNH-N) 

November 27, 2013

If you are looking to participate in this sector, this is the right one. Well managed. Had some issues several years ago with options. At 13X earnings, it is very good valuation. You are looking at probably under 10% earnings growth but you are not paying a lot for that.

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If you are looking to participate in this sector, this is the right one. Well managed. Had some issues several years ago with options. At 13X earnings, it is very good valuation. You are looking at probably under 10% earnings growth but you are not paying a lot for that.

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Don Lato

President, Padlock Investment M...

Price Price
$74.360
Owned Owned
No

DON'T BUY

Prefers Well Point.  Likes this one.  CEO warned in recent earnings call that with Obamacare there would be margin squeeze.  Well Point has a better diversified exposure there.

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Prefers Well Point.  Likes this one.  CEO warned in recent earnings call that with Obamacare there would be margin squeeze.  Well Point has a better diversified exposure there.

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Gordon Reid

President, GoodReid Investment ...

Price Price
$68.200
Owned Owned
Unknown

BUY

One of the best performing sectors this year in the market.  The group has broken out of a 12 year sideways period.  This one was widely under owned.  He likes managed healthcare.  Thinks there is upside in the stock and in earnings.  Thinks you will see dividend increases.

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One of the best performing sectors this year in the market.  The group has broken out of a 12 year sideways period.  This one was widely under owned.  He likes managed healthcare.  Thinks there is upside in the stock and in earnings.  Thinks you will see dividend increases.

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David Burrows

President , Barometer Capital Ma...

Price Price
$73.980
Owned Owned
Yes

TOP PICK

Largest “managed care” company in the US. This stock would benefit from higher interest rates as they would get to raise their rates as rates go up. Quarter was a blow out quarter and the stock has done nothing but go up higher ever since. Even at the current price, it is at about 13X earnings and could go to 15X giving the benefit of earnings growth. 1.5% yield.

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Largest “managed care” company in the US. This stock would benefit from higher interest rates as they would get to raise their rates as rates go up. Quarter was a blow out quarter and the stock has done nothing but go up higher ever since. Even at the current price, it is at about 13X earnings and could go to 15X giving the benefit of earnings growth. 1.5% yield.

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Bruce Campbell

President, Campbell and Lee Inv...

Price Price
$72.690
Owned Owned
Yes

BUY

Feels this is well-positioned given the turmoil of Obama care and the new mandate. You really want to move towards the very large HMOs, where there is scale and the ability to adapt. He prefers Wellpoint (WLP-N).

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Feels this is well-positioned given the turmoil of Obama care and the new mandate. You really want to move towards the very large HMOs, where there is scale and the ability to adapt. He prefers Wellpoint (WLP-N).

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Gordon Reid

President, GoodReid Investment ...

Price Price
$66.230
Owned Owned
No

TOP PICK

Healthcare, as a group, tends to be one of the best performing parts of the market. This is because there is a heavy domestic focus on the US and also it is not so economically sensitive. There is a secular bull market in spending on health in the US. 90% of this company’s revenue is coming from premiums on the plans that they sell. 3%-7% growth. Yield of 1.64%. They have a platform called Optum (?), an information services platform that they used to generate fees across a number of different businesses. Cash flow grew at 16% last year and this year will be at 29% of revenues and by 2015 it will be 40% of their revenues.

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Healthcare, as a group, tends to be one of the best performing parts of the market. This is because there is a heavy domestic focus on the US and also it is not so economically sensitive. There is a secular bull market in spending on health in the US. 90% of this company’s revenue is coming from premiums on the plans that they sell. 3%-7% growth. Yield of 1.64%. They have a platform called Optum (?), an information services platform that they used to generate fees across a number of different businesses. Cash flow grew at 16% last year and this year will be at 29% of revenues and by 2015 it will be 40% of their revenues.

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David Burrows

President , Barometer Capital Ma...

Price Price
$68.360
Owned Owned
Yes

PAST TOP PICK

(Top Pick Jul 25/12, 18.67%)

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(Top Pick Jul 25/12, 18.67%)

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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$63.800
Owned Owned
Yes

TOP PICK
Can benefit from the long-term secular health theme he believes in. Serves over 75 million people globally. Widely, most diversified company in the managed healthcare space. Able to service Medicare and Medicaid platforms also. Revenues is about 48% commercial, 38% Medicare and 14% Medicaid. 1.6% dividend yield.
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Can benefit from the long-term secular health theme he believes in. Serves over 75 million people globally. Widely, most diversified company in the managed healthcare space. Able to service Medicare and Medicaid platforms also. Revenues is about 48% commercial, 38% Medicare and 14% Medicaid. 1.6% dividend yield.
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Mohsin Bashir

VP Investm, Stone Asset Manageme...

Price Price
$52.480
Owned Owned
Yes

PAST TOP PICK
UnitedHealth Group Inc(UNH-N) 

September 14, 2010

(A Top Pick Sept 9/09. Up 23%.) Sold at $31.70 for an 11.6% gain. Health care reform was aimed at health insurance companies and thinks the large insurers such as this are going to be tied to the medical loss ratio that governments are going to control.
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(A Top Pick Sept 9/09. Up 23%.) Sold at $31.70 for an 11.6% gain. Health care reform was aimed at health insurance companies and thinks the large insurers such as this are going to be tied to the medical loss ratio that governments are going to control.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$34.610
Owned Owned
No

PAST TOP PICK
UnitedHealth Group Inc(UNH-N) 

February 10, 2010

(A Top Pick Feb 11/09. Up 15.5%.) Earnings have continued to come through but the cloud of US health care reform has hung over it. Trading around 10X this year's earnings and 9X next year's.
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(A Top Pick Feb 11/09. Up 15.5%.) Earnings have continued to come through but the cloud of US health care reform has hung over it. Trading around 10X this year's earnings and 9X next year's.
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Don Lato

President, Padlock Investment M...

Price Price
$32.710
Owned Owned
Yes

TOP PICK
UnitedHealth Group Inc(UNH-N) 

September 9, 2009

Tied to healthcare reform. Controversial – is an HMO. At the worst you will see a compromise because of healthcare reform. Market has priced in the worst.
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Tied to healthcare reform. Controversial – is an HMO. At the worst you will see a compromise because of healthcare reform. Market has priced in the worst.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$28.400
Owned Owned
Yes

DON'T BUY
Political environment for health insurers is going to be very clouded. Insurance companies are going to be the whipping boys for the reforms that are going to come. They are going to be tough.
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Political environment for health insurers is going to be very clouded. Insurance companies are going to be the whipping boys for the reforms that are going to come. They are going to be tough.
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Alan Kral , CFA

Vice Presi, Trevor Stewart Burto...

Price Price
$22.800
Owned Owned
No

TOP PICK
UnitedHealth Group Inc(UNH-N) 

February 11, 2009

One of the largest healthcare providers in the US, both through company-sponsored plans/individual plans, but more importantly through Medicare and Medicaid administration. Although enrolment growth has slowed, work they are doing on the Medicare and Medicaid side through the stimulus package will create more work for them. Trades at 10X earnings.
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One of the largest healthcare providers in the US, both through company-sponsored plans/individual plans, but more importantly through Medicare and Medicaid administration. Although enrolment growth has slowed, work they are doing on the Medicare and Medicaid side through the stimulus package will create more work for them. Trades at 10X earnings.
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Don Lato

President, Padlock Investment M...

Price Price
$28.550
Owned Owned
Yes

PAST TOP PICK
UnitedHealth Group Inc(UNH-N) 

November 11, 2008

(A Top Pick Nov 9/07. Down 61%.) Sold his holdings in March at about $38. One of their major competitors stumbled and he was unsure if it was company specific or industry-specific.
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(A Top Pick Nov 9/07. Down 61%.) Sold his holdings in March at about $38. One of their major competitors stumbled and he was unsure if it was company specific or industry-specific.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$20.160
Owned Owned
No

DON'T BUY
Very dependent on having employers as their health care provider and started coming off when some problems came up.
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Very dependent on having employers as their health care provider and started coming off when some problems came up.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$30.740
Owned Owned
No

BUY
Has come close to buying this a couple of times. He has a model priced at $40.89, a 25% positive differential. It comes close, but he has not bought it yet.
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Has come close to buying this a couple of times. He has a model priced at $40.89, a 25% positive differential. It comes close, but he has not bought it yet.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$33.000
Owned Owned
No

PAST TOP PICK
A Top Pick Oct 16/07. Up 21.6%.) Health maintenance organization. Doing very well and will be earning over $4 a share in 08. Well managed company. Good sector. Still a Buy.
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A Top Pick Oct 16/07. Up 21.6%.) Health maintenance organization. Doing very well and will be earning over $4 a share in 08. Well managed company. Good sector. Still a Buy.
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Gordon Reid

President, GoodReid Investment ...

Price Price
$50.160
Owned Owned
Yes

BUY
You want to focus on companies that have very persistent earnings and are not economically sensitive. Healthcare fits in this category. Had very strong relative price strength against the market recently.
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You want to focus on companies that have very persistent earnings and are not economically sensitive. Healthcare fits in this category. Had very strong relative price strength against the market recently.
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David Burrows

President , Barometer Capital Ma...

Price Price
$54.330
Owned Owned
No

TOP PICK
The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate.
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The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate.
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Norman Levine

Managing D, Portfolio Management...

Price Price
$51.670
Owned Owned
Yes

TOP PICK
Both a valuation and a growth story. On the growth side, 18% this year, 16% next year. Biggest risk is medical cost rising without the abilities to raise revenues. (unlikely).
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Both a valuation and a growth story. On the growth side, 18% this year, 16% next year. Biggest risk is medical cost rising without the abilities to raise revenues. (unlikely).
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Gordon Reid

President, GoodReid Investment ...

Price Price
$48.500
Owned Owned
Yes

WEAK BUY
His model price is $52.39, which is a 7% upside. You could find more value elsewhere.
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His model price is $52.39, which is a 7% upside. You could find more value elsewhere.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$49.330
Owned Owned
Unknown

SELL
His model price is $41.81 which is a -16%. If you own, sell some of your position now and if it gets up to $52.60, sell the rest.
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His model price is $41.81 which is a -16%. If you own, sell some of your position now and if it gets up to $52.60, sell the rest.
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Brian Acker, CA

Chief Exec, Acker Finley Inc....

Price Price
$50.000
Owned Owned
No

VAGUE
UnitedHealth Group Inc(UNH-N) 

February 24, 2006

They've had a wonderful run in the last year, so you might want to take your profits off the table. However this is a good stock to hold and gradually buy over time.
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They've had a wonderful run in the last year, so you might want to take your profits off the table. However this is a good stock to hold and gradually buy over time.
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David Driscoll

President , Liberty Internationa...

Price Price
$59.450
Owned Owned
No

BUY
One of the most efficient processors of health data in the US. In a good market position. Good long term hold.
medical services
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One of the most efficient processors of health data in the US. In a good market position. Good long term hold.
medical services
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Jonathen Wellum

Chief Exec, AIC Limited...

Price Price
$50.580
Owned Owned
Yes

TOP PICK
US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry.
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US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry.
medical services
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Danny Tomka

Portfolio , MFC Global Investmen...

Price Price
$93.100
Owned Owned
Yes

TOP PICK
UnitedHealth Group Inc(UNH-N) 

December 17, 2004

With the Bush administration in power, this sector should do really well.
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With the Bush administration in power, this sector should do really well.
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Alison Deans

Chief Inve, Lehman BrothersPriva...

Price Price
$85.360
Owned Owned
Yes

TOP PICK
Interested in large cap companies that are more value oriented. Can benefit from medicare reform.
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Interested in large cap companies that are more value oriented. Can benefit from medicare reform.
medical services
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C. Kim Goodwin

Chief Inve, State Street Researc...

Price Price
$73.760
Owned Owned
Yes

TOP PICK
Likes the recent merger with Oxford. Have been cost-cutting. Have a lot of potential with new products down the road. Potential for 20% earnings gain.
medical services
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Likes the recent merger with Oxford. Have been cost-cutting. Have a lot of potential with new products down the road. Potential for 20% earnings gain.
medical services
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Mary Farrell

Chief Inve, UBS Wealth Managemen...

Price Price
$65.640
Owned Owned
No

TOP PICK
19 million members and a national footprint.
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19 million members and a national footprint.
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Christopher Wil

Chairman a, Williams Capital Gro...

Price Price
$62.070
Owned Owned
Unknown

BUY
A good long term hold. Lots of opportunities, especially in health care in the US. Longer term there are the demographics of an aging population.
medical services
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A good long term hold. Lots of opportunities, especially in health care in the US. Longer term there are the demographics of an aging population.
medical services
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Mark Jackson, C

President , Aegon Capital Manage...

Price Price
$51.700
Owned Owned
No

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