Q: What's your opinion about these two stocks? Buy/Hold/Sell? Timeframe: 3-5 years. Risk tolerance: moderate.
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Investment Q&A
Not investment advice or solicitation to buy/sell securities. Do your own due diligence and/or consult an advisor.
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Molina Healthcare Inc (MOH $190.71)
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Centene Corporation (CNC $34.65)
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Oscar Health Inc. Class A (OSCR $18.44)
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Elevance Health Inc. (ELV $326.38)
Q: Hi 5i
Current holder of CNC .It and these other big health care companies have really tanked today, Whats happening and would you continue to hold or sell.
How do you view the outlook going forward for this sector?
Any best of breeds selection here.....
Trying to decide how to proceed with this one.
thx
Current holder of CNC .It and these other big health care companies have really tanked today, Whats happening and would you continue to hold or sell.
How do you view the outlook going forward for this sector?
Any best of breeds selection here.....
Trying to decide how to proceed with this one.
thx
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AbbVie Inc. (ABBV $219.99)
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Procter & Gamble Company (The) (PG $152.42)
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Elevance Health Inc. (ELV $326.38)
Q: Greetings Folks:
Given I am 79 years of age, do feel there are better options than waiting out UNH's revival? We are currently also invested in ElV.
Thanks millions for your great support!!!!
brian
Given I am 79 years of age, do feel there are better options than waiting out UNH's revival? We are currently also invested in ElV.
Thanks millions for your great support!!!!
brian
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Expedia Group Inc. (EXPE $217.83)
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Citigroup Inc. (C $101.65)
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Thermo Fisher Scientific Inc (TMO $468.00)
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Toll Brothers Inc. (TOL $137.20)
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Cloudflare Inc. Class A (NET $217.57)
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Cellebrite DI Ltd. (CLBT $18.46)
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Constellation Energy Corporation (CEG $339.13)
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Elevance Health Inc. (ELV $326.38)
Q: I'm presently under water on these stocks : could you please, based on potential growth, list them as hold or sell ? Looking for faster returns ?
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The Cigna Group (CI $291.43)
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Teladoc Health Inc. (TDOC $8.40)
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WELL Health Technologies Corp. (WELL $5.07)
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Elevance Health Inc. (ELV $326.38)
Q: Hi there, wouldn't it be worthwhile for some to takeover WELL now, by paying a real good premium to todays price and yet... still scoop up WELL on the cheap, based on its future potential and better execution with new management/board?
If so, who do you feel would want to take over WELL?
What would be a good takeover price based on Q1 results and 2025 forward guidance?
Thanks!
If so, who do you feel would want to take over WELL?
What would be a good takeover price based on Q1 results and 2025 forward guidance?
Thanks!
Q: My focus is on ELV. With the Medicare fraud investigation just announced on UNH, is there the potential for similar risks at ELV? Its stock price seems to have moved down in sympathy with UNH recently (a classic M-pattern technically speaking).
What are your thoughts with a long term investment in this space, and in ELV in particular?
What are your thoughts with a long term investment in this space, and in ELV in particular?
Q: What do you think about this stock? It's down a lot, so does it have a good chance of recovery?
Q: On Oct 22, concerning ELV's quarterly results, you said, "a key issue was the 'timing mismatch' between Medicaid reimbursement rates and the higher healthcare needs of members" - an issue linked to post-COVID resumption of full-service healthcare.
But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?
Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?
But isn't this a case of 'one-off' cyclicality in an industry which was assumed to be secular? In which case, doesn't ELV become mis-priced as reimbursements and higher needs fall back into balance?
Finally, to operationalize this strategy, would it be preferable to seek-out the most beaten-down health insurer (perhaps you have suggestions), or to pick something like IHF (ditto)?
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Elevance Health Inc Com (ANTM)
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Elevance Health Inc. (ELV $326.38)
Q: Thoughts on these insurers. Buy, sell or hold and why. Thank you!
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The Cigna Group (CI $291.43)
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Elevance Health Inc. (ELV $326.38)
Q: Appreciate your insights please.
Q: Can I get your opinion on the most recent quarter of ELV
Q: I currently have a small loss on a small position in Elevance Health. Very poor momentum in the stock currently. I am considering a switch to UNH, but note that it trades at 2x the PE of ELV. What are your thoughts on adding to to ELV at these levels? Or adding at lower levels once it levels off? Would you make a switch to UNH, or abandon this particularly area of the healthcare space for another area such as devices or biotech?
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Molina Healthcare Inc (MOH $190.71)
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Elevance Health Inc. (ELV $326.38)
Q: Is MOH the superior choice in its space? Would you buy now for the next 5 years?
Thanks!
Thanks!
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Cisco Systems Inc. (CSCO $67.32)
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Oracle Corporation (ORCL $308.46)
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Constellation Software Inc. (CSU $4,137.62)
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Metro Inc. (MRU $92.60)
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WSP Global Inc. (WSP $273.88)
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TFI International Inc. (TFII $126.41)
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North West Company Inc. (The) (NWC $48.76)
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Agnico Eagle Mines Limited (AEM $219.58)
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Open Text Corporation (OTEX $53.04)
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Premium Brands Holdings Corporation (PBH $91.71)
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Savaria Corporation (SIS $20.60)
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Acadian Timber Corp. (ADN $17.26)
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T-Mobile US Inc. (TMUS $238.40)
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West Fraser Timber Co. Ltd. (WFG $96.23)
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Topicus.com Inc. (TOI $157.72)
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Elevance Health Inc. (ELV $326.38)
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Lumine Group Inc. (LMN $42.02)
Q: Retired (25 years) investor, preservation of capital and income paramount. Can you please provide the following, ETF or equity suggestions for:
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.
Basic Materials (hold 2% LIF), Communications Services (hold 4% BCE), Consumer Cyclical and Consumer Defensive (hold 0%), Healthcare (hold 1% HHL), Industrials (hold 0%), Technology (hold TXF 4%).
Thank you for considering my lengthy question for which I apologize.
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Align Technology Inc. (ALGN $128.18)
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Arch Capital Group Ltd. (ACGL $90.76)
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Interactive Brokers Group Inc. (IBKR $64.46)
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Elevance Health Inc. (ELV $326.38)
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Fiserv Inc. (FI $130.59)
Q: I am currently underweight Health and Financials in the U.S. Can you please provide your top 3-5 picks for each based on current valuations and considering a 5 year+ timeframe??
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The Cigna Group (CI $291.43)
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Elevance Health Inc. (ELV $326.38)
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
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
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CVS Health Corporation (CVS $76.38)
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Humana Inc. (HUM $261.97)
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UnitedHealth Group Incorporated (DE) (UNH $351.81)
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Elevance Health Inc. (ELV $326.38)
Q: Hi 5i
CVS is down over 5% today and over 10 % since Jan4...What do you think is going on and is this an opportunity to start a position? Looking out 1-2 years......What would be attractive price?
Thanks
jim
CVS is down over 5% today and over 10 % since Jan4...What do you think is going on and is this an opportunity to start a position? Looking out 1-2 years......What would be attractive price?
Thanks
jim
Q: Hello Folks:
We have owned UNH for many years; it has been a good investment. Recently we have begin to additionally purchase ELV:US.
How would you compare the future of these two companies?
Thanks again for the great service
brian
We have owned UNH for many years; it has been a good investment. Recently we have begin to additionally purchase ELV:US.
How would you compare the future of these two companies?
Thanks again for the great service
brian
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Linamar Corporation (LNR $75.93)
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Live Nation Entertainment Inc. (LYV $162.08)
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Amkor Technology Inc. (AMKR $29.36)
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MGM Resorts International (MGM $34.55)
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U-Haul Holding Co Com (UHAL $57.30)
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Dick's Sporting Goods Inc (DKS $230.24)
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Elevance Health Inc. (ELV $326.38)
Q: I am looking for large or mid cap cash rich companies that seem to be punished because the rest of the market is down.
Q: -6.5% today, 52 weeks low, what is the problem? Still to keep?
Thanks
Thanks