
UNH CommentatorSome thoughts on UNH's trend while practicing: 1. The Q3 earnings report next Tuesday doesn’t need to exceed expectations, just meet them 🙏. It would be great if it could be like ELV. 2. Before the 11th and 15th, there will be some Q3 holdings disclosures. As we know, UNH’s long-term bottom price of 240 was in July after the Q2 earnings report. This means big players like Buffett only bought halfway up the mountain in Q2. We don’t expect them to disclose further positions in Q3, just not to liquidate Q2 holdings. In this regard, Buffett’s 5 million shares won’t be liquidated. As we know, Buffett usually doesn’t make moves unless after deep research, and he holds stocks long-term. UNH meets his criteria: high safety margin, industry leader, stable cash flow, decent dividend yield, a new management team of veterans, and the basic conditions of a good company. 3. Hopefully, we can arrange a meeting with Wall Street and Trump, offering some benefits in exchange for long-term policy stability. We don’t expect it to collaborate with OpenAI in AI or for Trump to lead government investment. 4. A smooth resolution to the DOJ criminal investigation, even if it means a one-time fine. 5. The U.S. government reopening as scheduled in November. We don’t expect Democrats to secure more benefits for the healthcare industry, just maintaining the status quo is enough, and not letting Trump make sweeping cuts. Finally, steadily and quietly, let the stock price gradually rise to 400+ by the end of 2025. Earning $30K would just be this year’s salary—couldn’t find a job after graduating with a master’s this year 😮💨. The endgame is smoothly reducing holdings to 300 shares, keeping them for dividends and not moving$Unitedhealth(UNH.US)
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