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We recently published a list of 10 best medical actions to buy according to billionaires. In this article, we are going to take a look at Where United Acrupted (NYSE:Oneh) opposes other best medical actions to buy according to billionaires.
Some experts consider that medical actions, health care and large pharmacies are immune to commercial carnage, making it a safe refuge in the midst of uncertainty caused by Trump prices. On April 8, the strategist for the health care sector of Mizuho Securities America Jared Holz appeared on CNBC’s “power lunch” to find out if speculation around the health sector being a safe refuge during market disorders are true. He also explained why health companies fail to obtain increased respect for investors, given that health care represents 20% of the American economy, which results in around 1 / 5th in the country’s entire national production.
Holz said the country’s main health and pharmaceutical care companies undoubtedly help fight health problems. However, when we examine their financial models and the way in which their activities are currently created, we have generic patent cliffs in the next 5 to 7 years at the company’s long -term corner of the company, as well as price concessions with IRA and some of the Biden administration has set up. We have also obtained a degradation of short -term prices, and between these two lies and other reverse. The models therefore never align themselves well enough for investors to have a lot of confidence, because commercial models do not lend themselves to long -term viability. These are the main reasons why the sector and stocks have been under pressure for so long.
Holz also considered that the care managed, in particular the names focused on the government, are somewhat safe because they are isolated from prices as American companies. In fact, the economic slowdown is in fact beneficial to them because they want less use and less patience through the system, this is how they generally beat figures. He said that managed care had a good day and that investors might think about having certain companies in the sector.
It is however a relative game, because there are several different variables at stake, and investors play essentially to a game of hoppes to try to switch from one zone to another, whether it is prices, prices of drugs or other public policies. He painted a similar table for stocks of medical devices more focused on the United States. These two sectors therefore present less risks compared to others, which makes them a little refuge.
Why are we interested in the stocks in which the hedge funds stacked? The reason is simple: our research has shown that we can surpass the market by imitating the main choices of stock of the best hedge funds. The strategy of our quarterly newsletter selects 14 shares with small capitalization and high capitalization each quarter and has rendered 275% since May 2014, beating its reference with 150 percentage points (See more details here).
Why did Unitedhealth Group Incorporated (UNH) increase on Tuesday?
A senior health professional giving advice to a patient from a clinic.
Number of billionaire investors: 23
Number of hedge holders: 150
Unitedhealth Group Incorporated (NYSE: UNH) provides health coverage, data consulting services and software services. It works via the Optumrx, Optuminsight, Optumhealth and United segments, which have solid operations. Unitedhealthcare, its insurance division, added millions of customers during fiscal 2024 and continues to extend its operations. Its Optumhealth division increased revenues to approximately $ 105 billion in the year 2024 and is expected to reach $ 117 billion during the year 2025.
United Holder Incorporated Group (NYSE: UNH) also employed about $ 17 billion in growth capital during the year 2024 to strengthen its capacities and made more than $ 16 billion to shareholders through share buyouts and dividends. Unitedhealth Group Incorporated (NYSE: UNH) expects the cash flow flows to reach $ 33 billion during the year 2025, or 1.2 times net income.
On April 9, Mizuho Ann Hynes analyst increased the company’s price objective on Unitedhealth Group Incorporated (NYSE: UNH) to $ 650, against $ 600 and has retained an outperformance note on actions. The company takes second place on our list of the best medical actions to invest now.
Vulcan Value Partners said the following concerning Unitedhealth Group Incorporated (NYSE: UNH) in its Q4 2024 Investor letter::
“United Handhealth Group Incorporated (NYSE: UNH), a company that we have owned several times in the past, is the largest health insurer in the United States. Unitedhealth Group is also possessed as a growth in health spending, motivated by company diseases, the effects of the insurance population for the effects of the population for the effects of the powerful population. The providers and vice versa, which strengthens the value proposal and the power of negotiation of United with each side of the network.
Overall, UNH Rank 2nd On our list of the best medical actions to buy according to the billionaires. While we recognize the potential of UNH as an investment, our conviction lies in the conviction that certain AI actions are more promising to offer higher yields and do it within a shorter period. There is a stock of AI that has increased since the beginning of 2025, while the popular AI shares have lost around 25%. If you are looking for more promising actions than UNH but which is negotiated within 5 times its income, consult our report on the Stock ai the cheapest.
