UnitedHealth Group Inc

UNH-N

NYSE:UNH

330.60
4.87 (1.50%)
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
COMMENT
COMMENT
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.

PAST TOP PICK
PAST TOP PICK
October 6, 2015

(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.

TOP PICK
TOP PICK
August 27, 2015

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%.

COMMENT
COMMENT
August 26, 2015

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.

TOP PICK
TOP PICK
August 21, 2015

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.

PAST TOP PICK
PAST TOP PICK
August 10, 2015

(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.

BUY WEAKNESS
BUY WEAKNESS
July 14, 2015

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.

TOP PICK
TOP PICK
July 9, 2015

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%.

PAST TOP PICK
PAST TOP PICK
July 24, 2014

(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.

PAST TOP PICK
PAST TOP PICK
July 21, 2014

(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.

COMMENT
COMMENT
July 17, 2014

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.

BUY
BUY
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.

DON'T BUY
DON'T BUY
October 21, 2013

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.

BUY
BUY
October 10, 2013

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.

TOP PICK
TOP PICK
July 23, 2013

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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