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BamBamInvest
@BamBamInvest
1Année·

$UNH (+0,25 %) - 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 (-2,59 %) - Humana

$ELV (-2,24 %) - Elevance Health

$HCA (-0,62 %) - HCA Healthcare

$CI (+0,15 %) - Cigna

$CNC (-2,01 %) - 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
1Année
CVS bought new
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Arminius@Armin_ius
1Année
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
1Année
@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
1Année
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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1Année
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BamBamInvest@BamBamInvest
1Année
@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
1Année
@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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