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Posted by
Two Blokes Apr 21 -
Filed in
Stock
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6 views
UnitedHealth Group's management team is the best-in-class. The data proves it. Current operational, financial and regulatory challenges represent near-term issues versus long-term industry fundamental deterioration. Despite rhetoric otherwise, the large health insurers remain the only viable game in town. The stock post-earnings valuation appears attractive. In one day, Mr. Market knocked about $120 billion off the market cap. My updated FVE is ~$525 versus a current ~$435 bid.
