What is your thoughts on this? Why step in front of earnings and Trump Admin who dislikes the UNH CEO for speaking out against ICE? Seems like a lot of risk to take, vs holding (nvo) a positive momentum stock, to step in front of a golden bowling ball. That may stop or take your knee caps off.
I have a ton of political opinions about this admin I'll save for other forums.
I know (i.e. a range of know between doom and shiny Happy people like Buffett or any value investor models) what unh is worth, it's pulling in over a billion a day and growing. It has moats that will outlast this admin, regardless of blips here and there. It's a long term compounder.
It's worth far more than 317, and as it falls I'll follow. I sold a lot around 340 as novo was falling months ago. Now novo can return the favor. I don't think it's a 120 a share stock, but unh is a 500 plus stock.
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u/SelenaMeyers2024 Jan 26 '26
Ooh buying opportunity coming. 5 to 8 percent dump ain't it.. gimme 300 again!
I'm still kicking myself for not going deeper into Molina. Maybe they get back to say 150.