BamBamInvest · 2024-04-17T05:16:35.306603Z

$UNH - United Health Nachdem die Zahlen sehr solide waren und die anderen Krankenversicherer/der Sektor nicht wirklich stark darauf reagiert hat. Welche andere Krankenversicherer könnte nach den Zahlen ebenfalls stark reagieren und positiv überraschen ? Welcher ist euer Favorit und warum ? $CVS - CVS Health $HUM - Humana $ELV - Elevance Health $HCA - HCA Healthcare $CI - Cigna $CNC - Centene Oder habt ihr noch andere Favoriten oder Unternehmen aus dem Sektor auf der Watchlist ?

@BamBamInvest

9Mon·

$UNH (-0.03%) - 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 (-0.42%) - CVS Health

$HUM (+0.27%) - Humana

$ELV (-1.74%) - Elevance Health

$HCA (+0.31%) - HCA Healthcare

$CI (+0.41%) - Cigna

$CNC (+1.1%) - Centene

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

8 Comments

Maki@Starko90

9Mon

CVS bought new

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BamBamInvest@BamBamInvest

7Mon

@Starko90 I couldn't resist the price drop either ☺️

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Arminius@Armin_ius

9Mon

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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BamBamInvest@BamBamInvest

9Mon

@Armin_ius I understand well, when I was in New York, I also liked the stores at $CVS better than $WBA. I also wanted to buy at 50 euros at the time, but then hesitated because of the debt. Lg

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Gerit@Gerit

8Mon

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.

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Deleted User

9Mon

Comment was deleted

BamBamInvest@BamBamInvest

9Mon

@Burner I wouldn't say missed if we break out at the top of the chart, but yes, you could have come in cheaper or waited for a correction ☺️

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BamBamInvest@BamBamInvest

7Mon

@Burner Now that I've made a big purchase at $CVS, I'm already thinking about picking up the next candidate in this area, as I'm very interested in the healthcare sector. $CNC also seems very attractive and I might also add $XDWH to my portfolio. Let's see. ☺️

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