(@BamBamInvest) on getquin

BamBamInvest

@BamBamInvest

8Mon·

$UNH (+1.64%) - United Health

After the numbers were very solid and the other health insurers/sector didn't really react strongly.

Which other health insurers could also react strongly after the numbers and surprise positively?

Which one is your favorite and why ?

$CVS (+0.57%) - CVS Health

$HUM (+5.48%) - Humana

$ELV (-0.76%) - Elevance Health

$HCA (+1.43%) - HCA Healthcare

$CI (+0.21%) - Cigna

$CNC (-0.82%) - Centene

Or do you have other favorites or companies from the sector on your watchlist?

8 Comments

Maki@Starko90

8Mon

CVS bought new

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Arminius@Armin_ius

8Mon

CVS is welcome to take off, I have a few of them 😁. I also find them the most attractive in terms of valuation and dividends alongside UNH.

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Gerit@Gerit

7Mon

CVS could be really interesting over the next 5 years.

Keyword insurance cycle. 🤔

Of course I don't like the fact that the management has estimated the figures so badly, we haven't just had inflation for a few months/half a year. (which affects premiums) and that no share buybacks are following right now.

The debt was not reduced in the year either - are they satisfied with the Ebitda/debt ratio now? I was hoping they would simply reduce it to a historic low.

I don't think they are in a hurry to make a decision here. I might even feel more comfortable with a savings plan and then want to sell the position at around €95-100 per share.