Comments for UNH - Stockpickr! Your Source for Stock Ideas

Comments for UNH

Added By	Comments	Type	Date Added
barrons3	Steve Grasso said he liked Unitedhealth Group (UNH) as a best-in-breed play.	Love	November 25, 2009
Steven Jungmann	NONE	Love	November 25, 2009
barrons3	Jon Najarian says when the market rallies you want to buy underperformers. So which underperformers is he looking at buying into year’s end? Here’s the short list: UnitedHealth (UNH): up 9% in 2009 Becton, Dickinson (BDX): up only 9% year to date, Lowe’s (LOW): up only 2% year to date.	Love	November 25, 2009
barrons3	He said he'd even short stocks such as WellPoint (WLP), Humana (HUM) and UnitedHealth (UNH), even though the long-term picture might be sound. He said people overreact when they hear the term "public option" and begin to short these stocks, and "Washington doesn't care what happens to stocks." In the end, Cramer said, it won't hurt the stocks, "but who wants to be long?"	Love	October 29, 2009
barrons3	The public option is back on board, thanks to Harry Reid, so the notion that health care is finished and that Washington can focus on creating jobs is now a total pipe dream. More pain for UnitedHealth Group (UNH), WellPoint (WLP) and Humana (HUM).	Love	October 29, 2009
barrons3	I have calls on Aetna (AET), UnitedHealth Group (UNH) and WellPoint (WLP), adds Karen Finerman.	Love	October 28, 2009
barrons3	A problem with the stocks is that they pay little or no dividends. "The capital management of this industry has been nothing short of disgraceful," says Leon Cooperman, the chief executive of Omega Advisors, a New York investment firm that holds UnitedHealth and WellPoint shares. UnitedHealth's dividend is just 0.1%; WellPoint has none. These companies have wasted billions of dollars on aggressive share-repurchase programs at high prices, while management has cashed out options and sold stock. UnitedHealth, for instance, has bought back $15 billion of stock since 2005 at an average price of $42 a share, way above the current stock price. "The industry is in an uncertain environment because the Obama administration is hostile to it," Cooperman says. "So why are they buying back stock? They should return money to shareholders in dividends, and let shareholders decide what to do with the money." Cooperman says both UnitedHealth and WellPoint would appreciate 20% if they paid 40% of profits in dividends. At current share prices, a 40% payout ratio would result in 5% dividend yields. One of the arguments against high dividends is that they would play into the hands of political critics like House Speaker Nancy Pelosi, who has complained about the industry's "immoral profits." Cooperman opines that if this country has gotten to the point "that shareholders aren't entitled to a return on their investment, God help us all."	Love	October 24, 2009
barrons3	But he also is enamored of Aetna (AET), UnitedHealth (UNH) and Aflac (AFL). "This is the best time to buy health care since HillaryCare," in the early 1990s when the prospect of national controls on the industry sent the stocks reeling, says Miller. The possibility of a public option in ObamaCare, where the federal government competes with private insurers, is receding. At the same time, more people will be getting managed care.	Love	October 10, 2009
fivebytuesday	People are getting older	Love	October 02, 2009
barrons3	Cramer's colleague Dan Fitzpatrick thinks UnitedHealth's (UNH) chart is the worst in the book, said Cramer. The stock had been hitting higher lows, indicating more aggressive demand for the stock, he said. "Buyers would pounce on UNH whenever it pulled back to its 50-day moving average," he said, which is called "support." But starting last Wednesday, the stock started to sell off, and Fitzpatrick now says the pattern is broken. That support line has turned into "resistance," said Cramer. According to Fitzpatrick, UnitedHealth is headed lower, maybe even much lower.	Love	October 01, 2009
barrons3	"I've been watching UNH (UNH) but I'd get out," says Guy Adami. "Right now there's just too much uncertainty."	Love	September 09, 2009
Jack Foltz	medicare cuts	Hate	September 08, 2009
njt1123	doesn't make money	Hate	September 07, 2009
barrons3	I continue to believe that Wellpoint (WLP), UnitedHealth (UNH), Cigna (CI), Aetna (AET) and Humana (HUM) can be bought off this Senate shift.	Love	September 03, 2009
barrons3	Brian Stutland, president of Stutland Equities, said there's been a lot of options activity in United Healthcare (UNH) with a lot of short- and long-term call buying. Stutland said option traders are betting that the Obama's public plan is a dead topic and that the private sector will still be around.	Love	August 19, 2009
Stockpickr Staff	"Stop Trading," Aug. 11: Health care stocks such as UnitedHealth (UNH), Cigna (CI) and WellPoint (WLP) "are doing well," said Cramer, which is a signal that they are "not going to be hurt nearly as badly as people thought."	Love	August 12, 2009
jackbabcpa	it just has not performed.	Hate	August 07, 2009
barrons3	Of course, WellPoint (WLP) and United Health (UNH) go up because they are, without a doubt, the signals of the end of the health care reform initiative.	Love	July 30, 2009
don h ko	underperforming	Hate	July 25, 2009
barrons3	Is this market a referendum on President Obama? When I see Merck (MRK) and Pfizer (PFE) go up and UnitedHealth (UNH) and Aetna (AET) sneaking higher, I think, wait a second -- we are smelling repudiation here.	Love	July 23, 2009
tmthymthsn	fad	Hate	July 21, 2009
mshah100	unrealistic revenue expectations in regards to their Medicare and Medicaid Business.	Hate	June 15, 2009
barrons3	How could it suddenly dawn on holders of Cigna (CI), Aetna (AET), United Health (UNH) and Wellpoint (WLP) that they are PENOs instead of HMOs! That means Public Enemy No. 1, by the Anti-HMO-in-Chief Barack Obama. I have been telling people to sell these stocks endlessly because the president wants their business to be nonprofit, which is difficult if you are a public company.	Love	June 11, 2009
j.b. moser	not performing	Hate	May 20, 2009
Willytheg	one of the main arguments for socialized medicine	Hate	April 12, 2009
barrons3	He's waging war against the health maintenance organizations, the cost containers. He's changing the rules on Medicare in a way that Humana (HUM) or UnitedHealth (UNH) never thought was possible.	Love	February 26, 2009
barrons3	It's health care that is most unexpected: anti-Obama health care, like Cigna (CI) and UnitedHealth (UNH) and Aetna (AET). These health care cost containers were supposed to be crushed by Obama because of their unfeeling, unthinking ways. The perspective Obama came in with would make you believe that the key issue for these companies is to ruin their margins. It also doesn't hurt that Tom Daschle got dinged, because he has a real socialist approach to medicine. With him out of the picture, the group has room to run.	Love	February 12, 2009
Laurence Mailaender	just following the chart on this one	Love	February 09, 2009
barrons3	UnitedHealth's stock has been hammered along with other managed-care shares. A rebound in earnings could help it rally into the low 50s from the current high 20s.	Love	February 07, 2009
barrons3	You can see another leg higher for UnitedHealth Group (UNH), I mentioned Medco Health Solutions (MHS) before, and now we see the Colgates (CL), Procters (PG) and Avons (AVP) moving on up. None of this was happening before the Daschle withdrawal! He's a catalyst, a catalyst because he didn't let the door hit him on the way out.	Love	February 05, 2009