UnitedHealth Group Inc

UNH-N

NYSE:UNH

308.02
3.04 (1.00%)
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
DON'T BUY
DON'T BUY
April 21, 2009
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.
TOP PICK
TOP PICK
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.
PAST TOP PICK
PAST TOP PICK
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.
DON'T BUY
DON'T BUY
June 13, 2008
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.
BUY
BUY
May 8, 2008
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.
PAST TOP PICK
PAST TOP PICK
January 30, 2008
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.
BUY
BUY
December 4, 2007
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.
TOP PICK
TOP PICK
November 9, 2007
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.
TOP PICK
TOP PICK
October 16, 2007
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).
WEAK BUY
WEAK BUY
October 10, 2007
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.
SELL
SELL
July 21, 2006
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.
VAGUE
VAGUE
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.
BUY
BUY
July 19, 2005
One of the most efficient processors of health data in the US. In a good market position. Good long term hold.
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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.
TOP PICK
TOP PICK
March 29, 2005
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.
TOP PICK
TOP PICK
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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