$UNHr/ValueInvestingStock Analysisbullish u/BogleDick · 163d agono track record yet “currently just holding but will consider investing future contributions”
UNH has quietly gained 54% in the last 6 weeks. Currently at its highest price since it tanked from $600 1 year ago
UNH has recovered 54% in six weeks to multi-month highs on solid fundamentals and improved market sentiment. The author plans to allocate future contributions as a defensive hedge against tech downturns, viewing it as an attractive long-term holding.
At post $394.40·Now $417.79+5.9% since postedas of Oct 23, 2:46 PM ET
1d-1.3%
3d-1.3%
1w-4.2%
1m+2.4%
3m+2.2%
6m—
1y—
“UNH weeklies”
My UNH position
Author went all-in on UNH weeklies by end of day, indicating a bullish bet on near-term upside movement. The anxiety expressed suggests conviction in a directional play but with typical YOLO-tier risk exposure.
At post $341.94·Now $417.79+22.2% since postedas of Oct 23, 2:46 PM ET
1d+2.2%
3d+2.6%
1w+6.0%
1m+10.5%
3m+21.8%
6m+16.0%
1y—
UNH beat earnings by deliberately shedding 1 million Medicare Advantage members. Here's my take.
UNH beat earnings by strategically shedding unprofitable Medicare Advantage members through premium increases, achieving an 83.9% medical cost ratio versus 85.5% expected. Despite losing ~965k members in Q1, the company grew revenue by $1.7B and expanded operating margins 40 bps by retaining higher-margin business, demonstrating a viable path out of prior value-based care losses.
At post $341.94·Now $417.79+22.2% since postedas of Oct 23, 2:46 PM ET
1d+2.2%
3d+2.6%
1w+6.0%
1m+10.5%
3m+22.5%
6m+17.4%
1y—
Stocks I am watching out for during this selloff.
UnitedHealth is risky due to government healthcare policy threats and legal troubles, but insider buying by Congress and Warren Buffett, plus analyst support, suggest 2-5 year investors could see 3-4x returns if headwinds resolve.
At post $270.35·Now $417.79+54.5% since postedas of Oct 23, 2:46 PM ET
1d—
3d+1.2%
1w+6.3%
1m+3.2%
3m+38.9%
6m+49.7%
1y—
UNH is a steal
UNH has been oversold due to policy panic, but the selloff is overblown and likely temporary given Trump's negotiation patterns. At sub-$300 valuations with a 15-16x forward P/E for 2026 and 2.5% dividend yield, the stock represents a solid buying opportunity.
At post $277.22·Now $417.79+50.7% since postedas of Oct 23, 2:46 PM ET
1d+4.0%
3d+1.5%
1w+0.5%
1m+1.4%
3m+26.4%
6m+50.8%
1y—
Is UNH actually crazy undervalued right now?
UNH is trading at historically low valuation multiples (16x forward P/E vs. 20-22x historical average) following a 34% YTD decline, presenting significant upside as margins normalize and analyst targets of $408+ are reached.
At post $303.46·Now $417.79+37.7% since postedas of Oct 23, 2:46 PM ET
1d+2.7%
3d+2.7%
1w+5.8%
1m+5.8%
3m-6.9%
6m+26.8%
1y—
$UNHr/ValueInvestingStock Analysisbullish u/[deleted] · 462d agono track record yet “I bought the dump on COVID era crash... I bought the dump on SPY in 490s zone”
UNH - A risk worth taking IMO
UNH is trading at attractive valuations and offers strong upside potential in the 350-380 range. As a mainstay healthcare leader with supportive legislation, it represents a compelling risk-reward opportunity for diversified portfolios seeking capital gains.
At post $273.10·Now $417.79+53.0% since postedas of Oct 23, 2:46 PM ET
1d—
3d+3.7%
1w-0.4%
1m+7.8%
3m+27.2%
6m+18.9%
1y+53.4%
UNH - Do not fall for it.
UNH has been artificially pinned to $300 post-crash as institutions exit wash-sale periods ahead of earnings on the 29th. The author expects a significant rally as institutions re-enter before earnings.
At post $273.59·Now $417.79+52.7% since postedas of Oct 23, 2:46 PM ET
1d—
3d-0.2%
1w-0.6%
1m+7.6%
3m+27.0%
6m+20.1%
1y+54.8%
“15% is in UNH calls”
$1.4m --> $5.4m in 18 Months - 85% in Cash Now
Author is holding UNH calls as part of remaining 15% portfolio allocation. Positioning suggests bullish bias on healthcare amid market uncertainty.
At post $290.95·Now $417.79+43.6% since postedas of Oct 23, 2:46 PM ET
1d—
3d-3.0%
1w-6.0%
1m-16.0%
3m+18.7%
6m+16.9%
1y+44.2%
“loading into portfolio”
What are your top 3 favorite stocks that have been beaten down?
UnitedHealth Group has fallen nearly 50% from all-time highs, offering an attractive entry point for value investors. The author is loading the stock into their portfolio at these significantly depressed prices.
At post $297.80·Now $417.79+40.3% since postedas of Oct 23, 2:46 PM ET
1d+0.4%
3d-0.1%
1w-2.3%
1m-4.9%
3m+14.6%
6m+12.6%
1y+36.0%
I took $100K from our house sale and bought 303 shares of UNH. Wife thinks it's in a high-yield savings account.
UNH is resilient due to inelastic demand—healthcare spending is procyclical and essential. Major insider buying signals confidence; the company is operationally strong and positioned to benefit from secular healthcare spending growth.
At post $285.14·Now $417.79+46.5% since postedas of Oct 23, 2:46 PM ET
1d-0.4%
3d-0.4%
1w+0.5%
1m+2.5%
3m+1.8%
6m+7.1%
1y+34.6%
Long 250 shares of UNH
Long UNH calls
UNH - heavy $30M insider buying
UNH is severely oversold after a 50% drop in one month, now trading at a PE of 12 versus its 3-10 year average of 22-23. Heavy insider buying by the new CEO ($25M), CFO ($5M), and other directors signals management confidence that the stock is undervalued, especially given an RSI of 19 last week.
At post $303.61·Now $417.79+37.6% since postedas of Oct 23, 2:46 PM ET
1d+1.8%
3d-6.1%
1w-6.4%
1m-2.1%
3m-3.1%
6m+3.3%
1y+26.7%