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
PAST TOP PICK
PAST TOP PICK
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.

HOLD
HOLD
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.

COMMENT
COMMENT
October 14, 2016

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.

COMMENT
COMMENT
August 31, 2016

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.

WAIT
WAIT
August 29, 2016

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.

PAST TOP PICK
PAST TOP PICK
August 26, 2016

(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.

PAST TOP PICK
PAST TOP PICK
July 19, 2016

(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.

TOP PICK
TOP PICK
June 22, 2016

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%.

PAST TOP PICK
PAST TOP PICK
June 14, 2016

(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.

PAST TOP PICK
PAST TOP PICK
May 20, 2016

(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.

TOP PICK
TOP PICK
May 20, 2016

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%.

BUY WEAKNESS
BUY WEAKNESS
April 6, 2016

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.

COMMENT
COMMENT
April 5, 2016

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.

TOP PICK
TOP PICK
March 2, 2016

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%.

PAST TOP PICK
PAST TOP PICK
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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