How can these investment advisors down greade UNH when they know nothing about Managed Care? UNH has been the master of cost containment and capitation for 40 years and the author of the insurnace exchanges. They are everywhere in the food chain and can modify the payment and delivery systems as needed because they are the payor source. UNH has taken in their entire Pharmacy Benefits program in 2013. They have taken over TriCare. They are guaranteed millions of mandated enrollees next year, with many having government support payments. Empolyment is up. UNH profits have been lower because of stock buy backs, and huge investments in IT and Pharmacy infrastructure. They are now huge in hospital and clinics especially in Brazil and other countries who have already learned to manage health care costs. If a community medical system over charges, UNH can authorize travel to cheaper sites or bring in their own providers.
Your right on target..... One of the banks was short and needed this downgrade to cover..... Healthcare is the place to be in 2013... I did some buying today.... The trend is still up and this down move doesnt bother me.... I wont be surprised if tomorrow we wipe out all the losses of today.