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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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

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