SocialPicks Sentiment:
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This Quarter's Sentiment:
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UNH: Bull or Bear?
Exercise Credits: A Financial Incentive to Combat a Growing Health Epidemic
UNH
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-0.26%
in
6 days
Just as carbon credits were created out of the thin air to create a financial incentive to mitigate global warming through the reduction of greenhouse gas emissions; perhaps exercise credits should be considered as a new type of health commodity to combat the growing obesity epidemic in the United States and other developed countries. According to statistics [PDF] at the Centers for Disease Control and Prevention website [CDC.gov], only one state had a prevalence of obesity less than 20% last ye
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Buy buy buy!
UNH
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+10.13%
in
31 days
These guys are definitely at or near their bottom. Legal issues re: option grants are behind them and cost was all written down last quarter. They are facing pressure from Medicare cuts and changes, but they are going through some gradual restructuring to cut costs and adapt. This company has become more than a little bloated via various acquisitions over the years, and earnings pressure has finally forced them to reevaluate their organization and cut fat. Plenty of money to be made here in the long term, but could be a little flat until we start to see a rise towards historical highs.
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Update - up 20%+ in 9 days
UNH
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+9.89%
in
38 days
I thought this could be a falling knife or just an overreaction by the market. I would not buy at this point so I rate this a hold. May get a bit of a pullback after the run. Since I am longer term investor who does not believe one can choose the absolute top/bottom...I will hold on to my shares
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UNH - falling knife or opportunity
UNH
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+24.88%
in
9 days
(closed on 07/23/08)
Stock is good. Concerns are about management and government influences. I think this stock will give a decent return over the next 12 months. Will sell in less than 12 months if balance sheet deteriorates.
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Now, United Health (UNH) Looks Cheap
UNH
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+5.11%
in
11 days
(closed on 07/18/08)
United Health is the parent company of United Healthcare of California, one of the Bay Area's largest health plans.
Chief Executive Stephen J. Hemsley noted the quarter's results were hurt by lower margins, adding that second-quarter weakness also stems from reduced margins at its risk-based businesses and Medicare operations. "We are continuing to take the aggressive specific steps necessary to improve our operating performance, as well as to better position our organization for sustained future growth," he said. To stop weakness in the risk-based operations, the company has been le...
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As UnitedHealth Lowers Guidance, Stock Looks Cheap
UNH
+32.62%
in
58 days
As I expected, UnitedHealth (UNH) lowered its profit guidance for this year. The company now sees EPS coming in between $2.95 to $3.05. Chief Executive Stephen J. Hemsley noted the quarter's results were hurt by lower margins, adding that second-quarter weakness also stems from reduced margins at its risk-based businesses and Medicare operations. "We are continuing to take the aggressive specific steps necessary to improve our operating performance, as well as to better position our organization for sustained future growth," he said. To stop weakness in the risk-based operations, the com
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United Health: Good Medicine for Your Portfolio
UNH
-9.48%
in
120 days
UnitedHealth Group (UNH) is a leading diversified health and wellness provider. They serve about 70 million people through four major business units:
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- Health Care Services
- OptimumHealth
- Ingenix
- Prescription Solutions.
2007 revenues were $75.43 billion and earnings came in at an all-time high of $3.42 /share. Value Line rates UNH as an 'A+' financial strength and assigns it 95th percentile rankings for both earnings predictability and share 'price growth persistence'.
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Better Thing Yet to Come for UnitedHealth; Maintaining Outperform
UNH
-10.52%
in
128 days
4/23 - "UnitedHealth Group’s 1Q08 performance was generally in line with vastly lowered expectations but its outlook was less than encouraging. While medical cost trends were in line with our expectations, worse-than-expected enrollment attrition took its toll. The company cited a softening economy as a contributing factor to the miss as well as its own underperformance. First quarter’s result may not have reflected the level of improvement expected by the Street, but we do not believe the punishment fit the crime. We have slashed our estimates to reflect the bleak short-term outlook, but w...
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UnitedHealth Business Model is Unsustainable
UNH
+10.39%
in
128 days
4/23 - "For the full year 2008: membership is expected to decrease by 700K, the medical loss ratio is expected to increase from 80.6% to 81.3%, and the earnings outlook dropped 10%. United has become a no-growth company and the term “cost containment” no longer applies...United’s fee based business is the only bright spot, be it the least profitable. United is willing to incur membership losses to maintain earnings in its more profitable risk based business...But customers are starting to push back."
"I do not believe that United’s business model is sustainable. The higher profit risk base...
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UnitedHealth Looks Like Dead Money
UNH
+10.47%
in
128 days
4/23 - "UnitedHealth Group (UNH) reported disappointing earnings and offered equally disappointing guidance on earnings yesterday, putting the stock on the skids...UnitedHealth and health care providers are running into tremendous price resistance. HMOs don't really control health care prices or utilization, they just pass increases in costs on while trying to maintain their operating margins...consumer backlashes such as the one that almost totally defanged HMOs as cost containment agencies in the 1990s put them into full retreat sooner or later."
"All of this is coming while Senators Cli...
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Buy Coventry Health (CVH) and UnitedHealth (UNH) Over Wellpoint
UNH
-18.93%
in
170 days
3/11 - "We continue to favor CVH and UNH. CVH has a history of correctly gauging local market medical cost trends and pricing appropriately and UNH is working to reprice its commercial book of business in 2008."
"The group appears very washed out at this point, but calling trough multiples is always hard...Our experience is that operating stumbles in managed care are more often driven by poor pricing than sustained spikes in overall medical cost trends. Looking back over the years, operating stumbles (to varying degrees) at Oxford (1997), CI (2002), HNT (2004), AET (2006) and UNH (2007) ha...
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Bullish on UNH ...
UNH
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-46.76%
in
241 days
I purchased UNH on August 17 at 49.8 and I remain bullish. The financials are too good to ignore; for example, price to sales = 1.0, price to book =3.7 (a little high but decent) and 25% sales growth over the past two years. Also return on invested capital is over 19%, as compared to the weighted average cost of capital, which I’ve calculated (albeit crudely) at 9%. And free cash flow yield is a hefty 6.5% (FY 2006 cash flow divided by 1/2/07 stock price) which is being distributed to shareholders as dividends and share buybacks. I think this is one of the few large cap stocks that’s ...
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UNH CHART
UNH
+38.17%
in
393 days
United Health Care Group, Inc. is a very depressed stock possibly coming off a bottom so keep it on the radar.
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Buy Unitedhealth (UNH) and get a compounded rate of return of 17%
UNH
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-40.91%
in
429 days
UnitedHealth Group (UNH) is the largest U.S. health insurer by market value. They provide health benefit services to more than 28 million individuals across the U.S. Historical view: -Return on Equity (ROE) from 1996 to now are: 10%, negative, 14%, 19%, 24%, 32%, 38%,32%, 23%, 21% -Earnings per share (EPS) compounded growth has 30% in the last 10 years, 34% in the last 5 years, very impressive.
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People Bullish on UNH
People Bearish on UNH
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Portfolio results thru 8/8/08
- Portfolio at www.updown.com - started 1/11/08
9.8% return includes dividends and commission.
Started socialpicks on 6/30. some stocks here are not in...
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Stock update and watch list 7/29/08
- Due to difficulties understanding the socialpicks system regarding changing rating from buy to hold and thus resetting the performance, I wanted to sum...
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How to reform US health care?
- Jim Jubak in a recent article argued that the best method to reform health care was to hand it to Walmart.They would cut down on salaries,medicine cost...
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More Resources
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About UnitedHealth Group Inc
- Answers.com
