UnitedHealth Group Inc (UNH) Buy, Sell or Hold

Home

Daily Stock Opinions and Ratings

UnitedHealth Group Inc (UNH)

Wealthica The ultimate 360° Tracker Your financial life in one place, automatically

400.26

-0.70 (0.17%)

as of Jun 18, 2026, 11:51:10 pm Market Open.

115 watching

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.

PAST TOP PICK

(Top Pick Jul 25/12, 18.67%)

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.

PAST TOP PICK

(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.

PAST TOP PICK

(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.

TOP PICK

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.

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.

TOP PICK

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

(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

Very dependent on having employers as their health care provider and started coming off when some problems came up.

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.

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.

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.

TOP PICK

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

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).

Showing 166 to 180 of 190 entries

Most Recent Experts

Stockchase Insights

5i Research

Brian Acker, CA

Acker Finley Inc.

The Weekly Buzzing Stocks by Billy Kawasaki

Stockchase

David Burrows

Barometer Capital Management

Jim Cramer - Mad Money

CNBC

Stockchase, in its reporting on what has been discussed by individuals on business television programs (in particular Business News Network), neither recommends nor promotes any investment strategies.

We paraphrase the experts by hand, we watch the shows and write down what we understood from the experts’ comments. We are human and can make mistakes, help us fix any errors. If you see something that you know is not right or if there is a problem with the site, feel free to email us at : [email protected].

Summer Sale

UnitedHealth Group Inc (UNH)