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BamBamInvest
@BamBamInvest
7Mo·

$UNH (+0,01 %) - 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 (+1,41 %) - CVS Health

$HUM (+1,7 %) - Humana

$ELV (+1,32 %) - Elevance Health

$HCA (-1,31 %) - HCA Healthcare

$CI (-0,35 %) - Cigna

$CNC (+2,81 %) - Centene


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

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8 Commentaires
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Maki@Starko90
7Mo
CVS bought new
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Arminius@Armin_ius
7Mo
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
6Mo
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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7Mo
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