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6$UNH (-1,67 %)
$CNC (+0,63 %)
$US60855R1005 (+1,32 %)
$ELV (+1,99 %)
$CVS (-0,43 %)
How the loss of $CNC (+0,63 %) and $US60855R1005 (+1,32 %) shows, Medicaid is charity care because you lose money when you care for the sickest and poorest population. To make a profit, you want as few Medicaid patients as possible.
$UNH (-1,67 %) is in a better position ✌️
Next sale in the health insurance sector ?
🔹 Revenue: USD 48.74 billion (estimated USD 44.24 billion) ✅
🔹 Adjusted earnings per share: ( USD 0.16) (estimated USD 0.23) ❌
🔹 Health insurance ratio: 93.0% (estimated 91.6%) ❌ ; increase of +5.4 percentage points compared to the previous year
🔹 Total income from premiums and services: USD 42.47 billion; increase of 18% compared to the previous year
🔹 Selling and administrative expenses ratio: 7.1 %
Segment revenue:
🔹 Medicaid: USD 21.72 billion; increase of 7% compared to the previous year
Commercial: USD 10.07 billion; increase of 18% compared to the previous year
🔹 Medicare: USD 9.45 billion; increase of 58% compared to the previous year
🔹 Other: USD 1.22 billion; increase of 1% compared to the previous year
Other metrics
🔹 Cash flow from operating activities: USD 1.79 billion
🔹 Payability days for claims: 47 days
CEO comment:
➡️ "We are disappointed with our second quarter results, but have a clear understanding of the trends that impacted our performance and are working diligently and with focus to restore our earnings performance." - Sarah M. London
➡️ "Despite the changing landscape, we believe the staying power of Medicaid, Medicare and the Individual Marketplace is stronger than ever." - Sarah M. London
$UNH (-1,67 %)
$US60855R1005 (+1,32 %)
$CVS (-0,43 %)
$CI (-0,94 %)
$XDWH (+0,46 %)
Next sale in the health insurance sector ?
🔹 Revenue: USD 48.74 billion (estimated USD 44.24 billion) ✅
🔹 Adjusted earnings per share: ( USD 0.16) (estimated USD 0.23) ❌
🔹 Health insurance ratio: 93.0% (estimated 91.6%) ❌ ; increase of +5.4 percentage points compared to the previous year
🔹 Total income from premiums and services: USD 42.47 billion; increase of 18% compared to the previous year
🔹 Selling and administrative expenses ratio: 7.1 %
Segment revenue:
🔹 Medicaid: USD 21.72 billion; increase of 7% compared to the previous year
Commercial: USD 10.07 billion; increase of 18% compared to the previous year
🔹 Medicare: USD 9.45 billion; increase of 58% compared to the previous year
🔹 Other: USD 1.22 billion; increase of 1% compared to the previous year
Other metrics
🔹 Cash flow from operating activities: USD 1.79 billion
🔹 Payability days for claims: 47 days
CEO comment:
➡️ "We are disappointed with our second quarter results, but have a clear understanding of the trends that impacted our performance and are working diligently and with focus to restore our earnings performance." - Sarah M. London
➡️ "Despite the changing landscape, we believe the staying power of Medicaid, Medicare and the Individual Marketplace is stronger than ever." - Sarah M. London
$UNH (-1,67 %)
$US60855R1005 (+1,32 %)
$CVS (-0,43 %)
$CI (-0,94 %)
$XDWH (+0,46 %)
The second-largest health insurer reported its profits. Although these were below consensus, they were not too bad given the panic in the industry.
The benefit cost ratio was 88.9%, an increase of 260 basis points from the previous year, reflecting the trend toward higher medical costs, particularly in the Medicaid business and ACA health plans.
CEO Comment:
$UNH (-1,67 %)
$CNC (+0,63 %)
$US60855R1005 (+1,32 %)
$CVS (-0,43 %)
$OSCR
$UNH (-1,67 %) has not experienced two consecutive years of negative returns since 1987.
Who is still invested here, who is buying, what are your assessments? 🤔
In my opinion, a lot of negative things are already priced in here.
yes, of course there is still downside potential, but the risk/reward ratio is already very attractive
The entire sector has similar ways of working and a decline/reduction in Medicare could $UNH (-1,67 %) as the top dog in the private sector could even play into its hands.
UnitedHealth Group $UNH (-1,67 %) has traded at the largest deviation from the S&P 500 price-to-earnings ratio since its IPO ...
This stock has literally NEVER been this cheap relative to the S&P 500.
Incredibly exciting to follow the story.
$CNC (+0,63 %)
$CVS (-0,43 %)
$OSCR
$HUM (+0,4 %)
$CI (-0,94 %)
$ELV (+1,99 %)
$XDWH (+0,46 %)
Molina $US60855R1005 (+1,32 %) - 80 %
Centene $CNC (+0,63 %) - 52 %
Elevance $ELV (+1,99 %) - 25 %
UnitedHealth $UNH (-1,67 %) - 11 %
CVS Health (Aetna) $CVS (-0,43 %) - 6 %
Companies that in my opinion have upside potential on positive news.
Healthcare sector in general with a lot of catch-up potential, can in my opinion be well overplayed. $XDWH (+0,46 %) play.
Do you have any sectors that you play via ETFs and if so, which ones?
I would be interested, I will probably now also set up a savings plan on $DAPP (+5,22 %) and make a first purchase.
In my opinion, this should $BTC (+2,15 %) and a large part of the associated companies.
(Even if we are already somewhat further advanced)
Looking forward to your opinions and sector ETF's, even if they are only short term positions.
Normally I only go for individual stocks, but as I hardly want to hold cash, I feel very comfortable in the healthcare sector at the moment. ✌️
$MOH (+1,32 %) I know that maybe this company is little known but I want to tell you to prepare a cup of tea and go and see its balance sheet, it's worth it.
Beat the S&P500 Challenge
I have been thinking about which stocks I could use to beat the S&P500 index.
After a lot of research, I have now decided on 20 American shares, which I will save 100 euros/month each in savings plans from 01.04.2024. As I didn't want any overlaps/duplications with my ETFs (World and Consumer Staples), I chose companies from the second tier. Perhaps one or two of the stocks will also be of interest to you 😉
The portfolio will contain the following shares:
I know that it will be difficult to beat the S&P500, but I still want to try...
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