Q: Hi 5i Team,

May I please have your thoughts on UNH? Is it a hold, sell or buy? Would you also recommend an alternative to it.
Cheers,
Harry

Q: What is your opinion on this US healthcare stock regarding valuation, prospects, and risk. It seems cheap but do you consider its concentration on drugs a potential pitfall if the US decides to reduce allowable charges for prescriptions. Would you buy CI or are UNH Elevance or Humana better equities to hold? Appreciate your views.

Q: I have been watching UNH since the Bush years when it was going through rapid mergers and Buffett was buying it up. It wasn’t going up during the Obama presidency at least early on as investors were looking at the impact of public insurance.
Could you please comment on its significant success since and the business model of American health insurers now and in the future?