| DON'T BUY | 30.740 | Norman Levine | Very dependent on having employers as their health care provider and started coming off when some problems came up. | 2008-06-13 | |
| BUY | 33.000 | Brian Acker, CA | Has come close to buying this a couple of times. He has a model priced at $40.89, a 25% positive differential. It comes close, but he has not bought it yet. | 2008-05-08 | |
| PAST TOP PICK | 50.160 | Gordon Reid | A Top Pick Oct 16/07. Up 21.6%.) Health maintenance organization. Doing very well and will be earning over $4 a share in 08. Well managed company. Good sector. Still a Buy. | 2008-01-30 | |
| BUY | 54.330 | David Burrows | You want to focus on companies that have very persistent earnings and are not economically sensitive. Healthcare fits in this category. Had very strong relative price strength against the market recently. | 2007-12-04 | |
| TOP PICK | 51.670 | Norman Levine | The leading managed care company in the US. They were a growth stock, but the valuation is now one of a value stock. Company is rebuilding its image and is also showing very strong earnings growth. Earnings should be $3.50 this year, $4 next year and $4.50 in 09. Has a 22% ROE. Cheap stock with a high growth rate. | 2007-11-09 | |
| TOP PICK | 48.500 | Gordon Reid | Both a valuation and a growth story.
On the growth side, 18% this year, 16% next year.
Biggest risk is medical cost rising without the abilities to raise revenues. (unlikely). | 2007-10-16 | |
| WEAK BUY | 49.330 | Brian Acker, CA | His model price is $52.39, which is a 7% upside. You could find more value elsewhere. | 2007-10-10 | |
| SELL | 50.000 | Brian Acker, CA | His model price is $41.81 which is a -16%. If you own, sell some of your position now and if it gets up to $52.60, sell the rest. | 2006-07-21 | |
| VAGUE | 59.450 | David Driscoll | They've had a wonderful run in the last year, so you might want to take your profits off the table.
However this is a good stock to hold and gradually buy over time. | 2006-02-24 | |
| BUY | 50.580 | Jonathen Wellum, B. Comm, B. Sc | One of the most efficient processors of health data in the US. In a good market position. Good long term hold. | 2005-07-19 | |
| TOP PICK | 93.100 | Danny Tomka | US health care spending is 14% of GDP. This one is on the insurance side which is cost containment. Have done a terrific job of acquiring, rolling up, managing the network of physicians, keeping cost control, long record of accruing earnings. Valuation is about 16 X earnings. There are plenty of opportunities to consolidate the industry. | 2005-03-29 | |
| TOP PICK | 85.360 | Alison Deans | With the Bush administration in power, this sector should do really well. | 2004-12-17 | |
| TOP PICK | 73.760 | C. KIm Goodwin | Interested in large cap companies that are more value oriented. Can benefit from medicare reform. | 2004-10-01 | |
| TOP PICK | 65.640 | Mary Farrell | Likes the recent merger with Oxford. Have been cost-cutting. Have a lot of potential with new products down the road. Potential for 20% earnings gain. | 2004-07-16 | |
| TOP PICK | 62.070 | Christopher Williams | 19 million members and a national footprint. | 2004-03-26 | |
| BUY | 51.700 | Mark Jackson, CFA | A good long term hold. Lots of opportunities, especially in health care in the US. Longer term there are the demographics of an aging population. | 2001-08-27 | |
Experts that have talked about UnitedHealth Group Inc
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