1Yr·

$UNH - 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 - CVS Health

$HUM - Humana

$ELV - Elevance Health

$HCA - HCA Healthcare

$CI - Cigna

$CNC - Centene

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

8 Comments

Maki@Starko90

1Yr

CVS bought new

•

BamBamInvest@BamBamInvest

1Yr

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

•

Arminius@Armin_ius

1Yr

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.

•

BamBamInvest@BamBamInvest

1Yr

@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

••

Gerit@Gerit

1Yr

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.

•

Deleted User

1Yr

Comment was deleted

BamBamInvest@BamBamInvest

1Yr

@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 ☺️

••

BamBamInvest@BamBamInvest

1Yr

@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. ☺️

••

View one more answer