2Mes
I'll wait for the figures on the 29th and then I'll decide whether to continue with UNH or not.
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@Doe certainly the more sensible decision ☺️, but I think the management and former CEO want to avoid collapse and will lead the ship back to safe harbor. So many negative things have already been priced in that I think there will be a cry for relief, especially as the share price is unlikely to rise extremely until then. People want prospects and to know how the costs will be reflected; the guidance has already been suspended. I see more of a 20% downside/100% upside potential here over the next 1-2 years. If things develop positively, I could even see this happening by the end of the year. Healthcare sector generally bombed out, more clarity in the sector will lead to rotation. In general, a weak market would make the healthcare sector perform better at this level. At least that's my opinion, even if it may take some time.
But of course I understand you, the safe option is to wait for earnings, but then the share price could be 6% higher right away. I don't think we will lose that much more before the earnings, as they are practically just around the corner.
But of course I understand you, the safe option is to wait for earnings, but then the share price could be 6% higher right away. I don't think we will lose that much more before the earnings, as they are practically just around the corner.
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I have been invested with 3 shares since the setback. Still down around 7% due to the dollar. A long position for me. Even if it falls, I believe it will do better again in the next 3 years. One of the best stocks for a rebound in the long term. The sector is having a very difficult time in the current environment.
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•@HappyJulienDay everything is correct, in retrospect you will wish you had bought more at some point ✌️
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•2Mes
@BamBamInvest If UNH has been lucky, it will remain in the depot for the time being 😆
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•@Doe Yes, it seems that many were expecting this anyway and that the sector was already under pressure. Moreover, the valuation is comparatively low. And they didn't suspend guidance, which would have been disastrous, so I assume that $UNH will also issue guidance. Their stake in Medicaid and ACA is lower and they are more diversified with Optum x etc. I think we are getting into earnings.
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@BamBamInvest That's exactly the problem! You're always smarter afterwards. My fingers are also itching to buy more. I'm already invested and of course slightly red. But I'd rather wait for the 29th. I don't want to turn even redder.
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•@schlimmschlimm do that 👍 timing is difficult anyway.
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