This is looking more and more like a buying opportunity. Do you really think that an exec unloading 50,000 shares is cause for panic?
I added at $192.50. It may go down a bit more but you rarely get a opportunity to add to this name.
UNH provides Medicaid Insurance both under ACA and to various states in general under the Medicaid program and this bill if passes could impair future earnings growth for UNH because of that.
Leerink’s Ana Gupte and John Sourbeer see “improved odds” of passage by the Sept. 30 reconciliation deadline. In that event, the pair sees greater earnings downside for companies levered to Obamacare in the near term than the previous House and Senate repeal-and-replace efforts.
Gupte and Sourbeer offer these details regarding the hows, the whys and the which ones.
Specifically, the bill proposes flat funding for Exchanges and Medicaid expansion through a block grant of $136 B in 2020, unchanged from the current ACA baseline in 2017. We expect that this contemplates an absolute reduction in funding in 2018 and 2019 to smooth the transition while any HIX related stabilization could be limited. The bill is more benign in the medium term 2020 to 2026 than previous Repeal and Replace proposals AHCA and BCRA with a mid-single-digit funding CAGR from $136 B to $200 B in block grants by 2026. Further, the funding is designed to drive a more level playing field between current expansion and non-expansion States. Medicaid HMOs CNC (MP) and MOH (OP) in particular that are levered to the ACA across both Exchanges and Medicaid expansion are likely to be impacted to the downside even in the near term 2018-2019. Hospitals are also likely to face downside but to a lesser extent. Diversified MCOs are more defensive particularly HUM (OP) and CI (OP), though we see the exposure as manageable even for AET (MP), UNH (OP), and ANTM (OP). Further, we expect that the bill may potentially be able to fund a delay or repeal of the Obamacare Health Insurer Provider Fee through tax reform if it should successfully pass legislation. Key upcoming catalysts include a Senate Finance Committee hearing on Sept. 25th with a floor vote before month-end through reconciliation.
It looks like less than 1/3 of his holdings were sold. Not a bad diversification move.
I assume this selloff is due to the pending ACA vote?
I'm no analyst but man to stop this thing....nevermind you wont. Slow progress but earnings will keep piling in.
A "Crowded" stock. Tough call. UNH chart indicates a continued upward trend and safety to $200 which is the point it historically bounces off the upper Bollinger band so I have decided to hang an and maybe put a stop in to be safe.
This company is solid, wouldn't think of selling. This is just a speedbump.
Digaf-up another 40% today. Up 500% for the week guys. Catch the boat, while it's still cheap.
UnitedHealth Group Inc_ NYSE $UNH Correlation Histogram
X axis : Stocks Price Correlation Coefficient Y axis : Quantity of stocks Sep-2016 1,000 Day Parameter 4,338 NYSE Stocks Price Analysis This stock mode of correlation coefficient is -0.9 In other words, the correlation coefficient of the other stocks
Tenet Healthcare Corp. (THC) 14.78-1.91 (-11.41%) As of 2:36PM EDT. Market open.
UNH, looks to be overvalued at this price Yo you should really check out awesom*sto-cks, they seem on point with their stocks.
Kindred Healthcare, Inc. (KND) NYSE - Nasdaq Real Time Price. Currency in USD Add to watchlist
Anthem is RED AH !!!
I thought the earnings report was good?
Tenet Healthcare Corp. (THC) tanking huge ! 19.67-1.44 (-6.82%) As of 10:29AM EDT. Market open.
UNH is set to beat estimates by a penny. I don't worry about today's performance.
I think with aging baby-boomers and AARP support this is a good stock to hold not trade