UnitedHealth Group Inc (UNH)

Down 7% today after UNH warned of higher costs ahead. The sell-off is an over-reaction. Of course, surgeries cost more because hospitals are supply-constrained so that slows growth. Also, insurers can reprice each year, raising prices. This will work itself out.

Trading way up at its FMV, and usually that's it for the stock. Not much more upside. Buy CNC instead.

It is a defensive stock that is executing very well as a large health insurance company with its own physician networks and clinics. It administers Medicare and Medicaid and has a clear runway for double digit growth. Yield is 1.3%

His preference in the space. It's insulated from retail exposure, which is impacted with more prescriptions being filled online. Benefits from trend to value-based care, which pays for patient outcomes rather than services provided.

He bought more yesterday. They're a perennial compounder. They will overcome the MLR (medical loss ratio), a concern. Management is almost flawless in reporting quarters and guiding. They will continue to grow.

Likes it. It's a compounder. Low unemployment is a catalyst for health. Medicare has been strong

Falling after earnings, though beat revenues and EPS and raised guidance. Are the cream of the crop in healthcare services. The fall comes from the lighter-than-expected guide, and they had a nice ride in recent weeks.

They rallied into today's earnings. Though client acquisition has stagnated, their crossover business has grown revenues. He welcomes today's weakness, so he can add shares.

Insurance for employers and individuals in the USA.
Overhang on the stock fading.
Has owned shares for a long time.
Believes prospects for business excellent.

The most consistent beat-and-raise company on the Dow. Add shares ahead of their Friday report.

That news is distressing. That's unfair. He switched to Humana for coverage, but also bought Humana shares.

She just added shares. It's been underperforming the market, but still has growth being #1 in health insurance in the U.S. Will enjoy earnings growth this year whatever happenings to the economy.

Like Pepsi, it's a steady earner and trades at the same 21x PE. Lots of cash flow and higher ROE than peers. Will do well in a tough economy.

Defensive stock that is good for long term investors.
Likes dynamics of healthcare industry - believes demand for healthcare will remain strong.
Very well run company.
Don’t think this operates in Canada
Continually growing business.

Strong sector with demand for healthcare services excellent.
Largest health insurance provider in USA (within sector).
130 million customers in the USA.
Aging population creating demand for health insurance. 
Good for the long term investor. 
Would recommend buying.