Skip to main content

UNH STOCK WRITE UP


UNH (UNITED HEALTHCARE)

  • P/E: 23.2
  • GAAP DILUTED EPS GROWTH Q4 '15 TO Q4 '16: $.71
  • SECTOR: HEALTH SERVICES
  • ASSETS-LIABILITIES: 2.54
  • DIVIDEND: 1.52%
In 2015, UNH was the largest provider of health insurance in the United States of America. Unless the United States develops a national health insurance plan like many other nations of the world, health insurance will continue to be a booming business. People can not do without health insurance, or they will be forced to pay astronomical out-of-pocket costs. United Healthcare has shown itself to be the strongest company in the sector.
The healthcare industry is set to change under President Trump. Healthcare will no longer be mandatory. Medicaid expansion, although opposed by the new leadership, will remain in place until 2020 due to laws already passed by the previous administration. People without healthcare through employment will be offered tax credits based on income and other factors in order to obtain health insurance. Health insurance companies will now be allowed to set their own prices.
UNH has cut their recent costs with respect to providing services. Therefore, the new ability to increase prices will allow them to set their prices at a competitive rate, and collect income through their already massive consumer base and large profit margin. From Q4 '15 to Q4 '16, the company saw just a 9% revenue growth, with an astounding 56% growth in net earnings. This impressive feat will serve them well in Trump's healthcare scheme. Right or wrong, the new healthcare policy will have a positive effect on UNH.

SOURCES:



http://www.telegraph.co.uk/news/2017/03/08/difference-obamacare-trumpcare-happens-next/
Labels:

Comments

Post a Comment

Popular posts from this blog

CTAS STOCK WRITE UP

CTAS (CINTAS CORPORATION) P/E: 26.8 GAAP DILUTED YEAR-OVER-YEAR EPS GROWTH LAST QUARTER: $.02 SECTOR: CONSUMER SERVICES ASSETS-LIABILITIES: 2.09 DIVIDEND: 1.06% CTAS is a company providing uniforms to major companies. They report 7/20/17 after the market close. The company is profitable, and has acquired smaller businesses to grow its revenue, while selling a paper-shredding company it had previously acquired. The company has more cash than debt. Inventories increased by 9%, and revenue increased by 5.3%. Income before taxes grew 2.5%, and $642,000 in losses from discontinued operations and a $9 million acquisition expense reduced the profit improvement to just under 2%. The majority of revenue is derived from uniform rental services. According to wikinvest, CTAS has 30% of market share for uniform rentals due to its commitment to providing specialized products to fit customer needs. Cintas was founded as The Acme Industrial Laundry Company in 19...
5 comments
Read more

PXD STOCK WRITE UP

 PXD (PIONEER NATURAL RESOURCES) P/E: N/A GAAP DILUTED Y-O-Y EPS GROWTH LAST QUARTER: $.67 SECTOR: ENERGY MINERALS ASSETS-LIABILITIES: 1.58 DIVIDEND: .04% Pioneer Natural Resources has recently made the jaw-dropping switch from negative EPS to positive with its last quarter. Situated in the largest oil-producing region in the US, the company is utilizing its good fortune to produce profits. The company has a good balance sheet, a wealth of resources, and a business model which has afforded it growth. This last quarter does not mark the first occasion on which Pioneer has posted a profit. In 2014, and 2012, Pioneer posted a positive EPS for the full year. While the 2016 oil and gas revenues have grown from 2015, the 2014 and 2012 levels were higher. The company's revenue from oil and gas is largely based on market prices. In order to mitigate the market volatility, Pioneer has made efforts to reduce their cost of production, according to their earnin...
1 comment
Read more

MSFT STOCK WRITE UP

MSFT (MICROSOFT) P/E: 30.4 GAAP DILUTED Y-O-Y EPS GROWTH LAST QUARTER: $.11 SECTOR: TECHNOLOGY SERVICES ASSETS-LIABILITIES: 1.45 DIVIDEND: 2.26% Microsoft is a ubiquitous company, and has a long history of successful products. In recent years, Microsoft has not been as innovative within the field of technology as companies such as facebook, tesla, apple, google, or netflix. However, I am typing this write-up on a windows system, and have only ever owned windows systems in my life. Microsoft makes a popular product, and the business is expanding into social media. In the last quarter, Microsoft posted a decline in revenue for products sold, with an increase in “service and other” revenue, with an increase in gross margin. The company also increased its R&D budget. The operating income increased, partially offset by a one-time expense and higher taxes in the comparable 2016 quarter. While the company increased their assets, the ratio of asset...
Post a Comment
Read more