UnitedHealth Group Inc

UNH-N

NYSE:UNH

332.87
3.14 (0.93%)
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
August 13, 2018

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)

PAST TOP PICK
PAST TOP PICK
July 5, 2018

(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.

PAST TOP PICK
PAST TOP PICK
May 9, 2018

(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.

PAST TOP PICK
PAST TOP PICK
March 21, 2018

(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.

COMMENT
COMMENT
January 30, 2018

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.

PAST TOP PICK
PAST TOP PICK
December 7, 2017

(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.

PAST TOP PICK
PAST TOP PICK
November 7, 2017

(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.

HOLD
HOLD
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.

TOP PICK
TOP PICK
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).

PAST TOP PICK
PAST TOP PICK
July 7, 2017

(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.

PAST TOP PICK
PAST TOP PICK
June 13, 2017

(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.

TOP PICK
TOP PICK
June 13, 2017

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.)

TOP PICK
TOP PICK
May 10, 2017

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.)

PAST TOP PICK
PAST TOP PICK
April 6, 2017

(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.

DON'T BUY
DON'T BUY
March 21, 2017

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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