UnitedHealth: Pivotal Changes Underway

Summary

  • Shares are in a big battle between bulls and bears in a consolidation zone of $300-$310.
  • Recent Supreme Court and regulatory decisions reduce administrative burdens, benefiting insurers and potentially improving patient outcomes, which supports a positive outlook.
  • Leadership shakeups are a strategic move to drive a turnaround after recent challenges and margin pressures.
  • A sustained break above $310 is key for bulls, $298 for bears, but expect continued volatility around Q2 results.
  • This idea was discussed in more depth with members of my private investing community, BAD BEAT Investing. Learn More »

Small Steps Big Changes

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We remain bullish on UnitedHealth (NYSE:UNH) (NEOE:UNH:CA). You can see prior coverage of the chaos, and the beginning of its rise from the ashes if you would like to review

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Analyst’s Disclosure:I/we have a beneficial long position in the shares of UNH, HUM either through stock ownership, options, or other derivatives. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article.

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