Q: Good earnings and guidance. Do you think this might be a possible turnaround story
Q: I am revisiting my inquiry regarding UnitedHealth Group (UNH) from January 27, 2026. Given today’s news that CMS has finalized a 2.48% Medicare Advantage rate hike for 2027—a significant shift from the restrictive proposal that triggered the January volatility—I would appreciate an update of your perspective now.
Specifically, does this "clearing of the clouds" establish a sufficient regulatory floor to justify a sustained, long-term hold? Or, considering the ongoing margin pressures on the insurance side, should today’s price strength be viewed primarily as a strategic opportunity to exit or trim a position that was heavily impacted ( value slashed in half) last year?
Is the current fundamental reset a "buy the bottom" confirmation for a scale player like UNH, or a "sell the news" event? (held in tax-deferred account) . :ao:
Specifically, does this "clearing of the clouds" establish a sufficient regulatory floor to justify a sustained, long-term hold? Or, considering the ongoing margin pressures on the insurance side, should today’s price strength be viewed primarily as a strategic opportunity to exit or trim a position that was heavily impacted ( value slashed in half) last year?
Is the current fundamental reset a "buy the bottom" confirmation for a scale player like UNH, or a "sell the news" event? (held in tax-deferred account) . :ao:
Q: Hello, can you comment on their latest earnings? Thanks