(A Top Pick Jul 17/19, Up 25%) Managed care in the past 7 election cycles outperformed the market post-US elections. UNH is one of the largest US health insurers, plus they have their networks of doctors and facilities, and they manage Medicare (a fast area of growth). Acquisitions have positioned them as dominant in managed care. This remains a top pick.
He's sticking with it. You're buying the best in class. Some of their platforms receive bi-partisan support from Washington. Their Medicare business will see great growth in the next 3-4 years. They're vertically integrated. Pays a decent dividend at a decent valuation. He likes this managed care sector. (Analysts’ price target is $362.46)
(A Top Pick Aug 25/20, Up 6.3%)Stockchase Research Editor: Michael O'Reilly Our TOP PICK in UNH has achieved analyst targets. We like the technical breakout and could see a test of $350 soon. We recommend moving the stop-loss from $280 up closer to the acquisition cost to $300.
The dominant health insurance company in the US. It is the first one to integrate the pharmacy, benefits and insurance payer all into one. They are generating a lot of good will during COVID. (Analysts’ price target is $344.96)
A very good company, but we're in a mean political season (the US election when health companies are politicians' targets). Though the stock has fallen, he'd wait until it hit $280 before stepping it with a first position.
An excellent health operator. But if this crisis continues, employment levels may remain very low which could impact UNH. But UNH has probably seen the worst of the pandemic and this is a blue-chip name. Will be fine after this crisis, which she sees passing one day.
Healthcare is one of his top 3 sectors in his portfolio, along with tech and communications. Concern about a Democrat sweep. With what's happened in the world, there will be a refocus on healthcare and health sciences. Long-term, demographics in its favour. Pretty good valuation at 22x, 12% earnings growth. Yield is about 1.6%.
Stockchase Research Editor: Michael O'Reilly UNH is the world's largest healthcare provider based on revenues. Its programs for Medicaid and Medicare added 600,000 members last year, revenues were up 7% and are expected to exceed $105 billion by 2022. A win by Vice President Biden this fall could be a real boon as more emphasis is put on improving the Affordable Health Care Act. The other major division, Optum, provides health data analytics. That segment saw a revenue increase over 16% in its recent earnings. It pays a nice dividend and has been increasing it for the past 11 years. We would use $280 as a stop-loss. Yield 1.62% (Analysts’ price target is $331.96)
(A Top Pick Jan 23/19, Up 7%) Things will get dicey if Democrats move up, and health care stocks will come off. 13-15% growth rate. Modest dividend. 48 consecutive quarters, 10 years, of consecutive earnings beats. Long-term, a great stock. Fundamentally, a great company.
A big health insurer in America, growing 15% annually with dividend growth. It's been held back because of concerns over whether US healthcare coverage will be reformed by politicians. But the health system there is so massive, it'll be hard to change. UNH is so dominant, it'll grow 10-12% annually with technology to help. (Analysts’ price target is $335.74)
It offers diversity in an area that the Canadian market doesn't have. Healthcare, insurance, but also owning networks and pharmacy benefit managers. Trades at an attractive multiple for their growth potential. A dominant player that merits the premium. (Analysts’ price target is $335.74)
(A Top Pick Dec 03/18, Up 6%) It hasn't been an easy 6%. They have been trading out their covered calls. In early 2019, medicare talks put pressure on this stock. It's a medical insurer, which is a sort of company we don't have in Canada. They deal with healthcare insurance and pharmacy benefit manager. One of the best in the sector.
We'll see a lot of heat against the US healthcare space during the campaign this year. Over 10 years, this chart is great, but he would wait until the US election is over before considering any health stock.
UnitedHealth Group Inc (UNH) Frequently Asked Questions
What is UnitedHealth Group Inc stock symbol?
UnitedHealth Group Inc is a American stock, trading under the symbol UNH (previously UNH-N on Stockchase) on the New York Stock Exchange (UNH). It is usually referred to as NYSE:UNH or UNH