United HealthGroup is extremely Appealing to me at these valuations. Health Insurance Is something all people need. I Don't See Medicaid/Medicare Cuts affecting 
UNH To the extent People believe it will. Legislation can be temporary, This Company Produces 20B Plus in Free Cashflow Every single Year Let alone 420B in Revenue its a behemoth controlling more than 30% of American Health Insurance in terms of Market Share. The United States could never afford to socialize Healthcare the way Europe Or Canada does. Social Security/Health/Medicare already eat up 49% Of GDP. The United States is almost dependent on companies Like United Healthgroup to provide its services. This Could almost Give Companies like UNH an opportunity to offer plans to gain more customers who before had Government assisted health insurance. While more downside is almost Guaranteed I see nothing more then even better discounts for the long-term. This is not a question of If UNH Can recover its only a question of how long will it take. We are back at Prices Pre Covid-19.
---------------------
Possible Reasons for the Major Drops:
The Big Beautiful Bill
DOJ Lawsuits
Rising Medicare Costs
Rising Expenses on Insurers
Swapped CEO Twice
Swapped CFO Once
Lawsuits
Scandals
---------------------
UNH Fundamentals:
Price To Sales: 0.5x
Price To Earnings:10.3x
Price to Book: 2.2x
---------------------
Balance Sheet:
Cash: US$32.02b
Debt: US$104.78b
Total Liabilities: US$203.79b
Total Assets: US$308.57b
---------------------
Management Efficiency:
ROE: 21.1%
ROCE: 15.5%
ROA: 8.2%
---------------------
Dividend Safety:
Dividend Yield: 3.7%
Payout Ratio: 37% of Profits
---------------------
I recently Began Acquiring Shares around the $260 Mark and plan on continuing to load up for the long-term.
---------------------
This is not financial Advice, Just what I am doing on my own as an investor. I do not give Buy/Sell/Hold Signals.
UNH To the extent People believe it will. Legislation can be temporary, This Company Produces 20B Plus in Free Cashflow Every single Year Let alone 420B in Revenue its a behemoth controlling more than 30% of American Health Insurance in terms of Market Share. The United States could never afford to socialize Healthcare the way Europe Or Canada does. Social Security/Health/Medicare already eat up 49% Of GDP. The United States is almost dependent on companies Like United Healthgroup to provide its services. This Could almost Give Companies like UNH an opportunity to offer plans to gain more customers who before had Government assisted health insurance. While more downside is almost Guaranteed I see nothing more then even better discounts for the long-term. This is not a question of If UNH Can recover its only a question of how long will it take. We are back at Prices Pre Covid-19.---------------------
Possible Reasons for the Major Drops:
The Big Beautiful Bill
DOJ Lawsuits
Rising Medicare Costs
Rising Expenses on Insurers
Swapped CEO Twice
Swapped CFO Once
Lawsuits
Scandals
---------------------
UNH Fundamentals: Price To Sales: 0.5x
Price To Earnings:10.3x
Price to Book: 2.2x
---------------------
Balance Sheet:
Cash: US$32.02b
Debt: US$104.78b
Total Liabilities: US$203.79b
Total Assets: US$308.57b
---------------------
Management Efficiency:
ROE: 21.1%
ROCE: 15.5%
ROA: 8.2%
---------------------
Dividend Safety:
Dividend Yield: 3.7%
Payout Ratio: 37% of Profits
---------------------
I recently Began Acquiring Shares around the $260 Mark and plan on continuing to load up for the long-term.
---------------------
This is not financial Advice, Just what I am doing on my own as an investor. I do not give Buy/Sell/Hold Signals.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.
Disclaimer
The information and publications are not meant to be, and do not constitute, financial, investment, trading, or other types of advice or recommendations supplied or endorsed by TradingView. Read more in the Terms of Use.