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Jim Cramer Left Stunned By UnitedHealth (UNH)
Insider Monkey80d agoneutral
Jim Cramer Left Stunned By UnitedHealth (UNH)

We recently published Jim Cramer’s Latest Thoughts On Cisco, NVIDIA & Other AI Stocks. UnitedHealth Group Incorporated (NYSE:UNH) is one the stocks discussed by Jim Cramer. Health insurer UnitedHealth Group Incorporated (NYSE:UNH)’s stock is up by 43.6% over the past year and by 17% year-to-date. JPMorgan discussed the firm on April 28th as it bumped […]

Berkshire Hathaway Portfolio Under Greg Abel Shifts Toward Alphabet And Delta
Simply Wall St.81d agoneutral
Berkshire Hathaway Portfolio Under Greg Abel Shifts Toward Alphabet And Delta

Berkshire Hathaway (NYSE:BRK.A) recorded its first quarter of portfolio decisions under new CEO Greg Abel. The company exited positions in Amazon, Visa, Mastercard, and UnitedHealth while sharply reducing the overall number of holdings. Berkshire returned to airline stocks with a new stake in Delta Air Lines and added exposure to Macy's, while reallocating more capital to Alphabet. Berkshire Hathaway enters this new phase with NYSE:BRK.A recently trading around $723,821.0 per share. Over...

Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet
24/7 Wall St.81d agoneutral
Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet

Cash is suddenly king again on Wall Street. With recession fears lingering, interest rates still elevated, and consumers showing signs of fatigue, corporate America has been preparing for rougher weather ahead. Few companies have prepared more aggressively than Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B). The conglomerate ended the first quarter sitting on a staggering $397.6 billion cash pile, ... Warren Buffett’s Berkshire Hathaway Just More Than Tripled Its Stake in Alphabet

Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake Completely Sold
24/7 Wall St.81d agoneutral
Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake Completely Sold

For years, investors treated Warren Buffett’s Berkshire Hathaway (NYSE:BRK-A)(NYSE:BRK-B) as the market’s ultimate “follow-the-smart-money” signal. If Buffett bought, retail investors paid attention. If he sold, Wall Street usually started asking uncomfortable questions. Now Berkshire Hathaway has given investors another one to chew on. According to Berkshire’s latest SEC 13F filing, the conglomerate completely exited its ... Warren Buffett’s Berkshire Big Shakeup Continues: UnitedHealth Stake C

Berkshire Exit Puts UnitedHealth Valuation And Medicare Reset In Focus
Simply Wall St.82d agoneutral
Berkshire Exit Puts UnitedHealth Valuation And Medicare Reset In Focus

Berkshire Hathaway has fully exited its position in UnitedHealth Group (NYSE:UNH) under Greg Abel's leadership. The sale removes a high profile institutional investor from UnitedHealth's shareholder base. The move is separate from recent earnings, guidance, or valuation developments for UnitedHealth Group. For investors watching UnitedHealth Group at a current share price of $393.85, Berkshire Hathaway's exit comes after a period of strong recent stock performance. NYSE:UNH is up 3.7% over...

Berkshire Added Positions in Delta and Macy’s During Abel’s First Quarter as CEO
The Wall Street Journal83d agoneutral
Berkshire Added Positions in Delta and Macy’s During Abel’s First Quarter as CEO

Berkshire Hathaway took new positions in Delta Air Lines and Macy’s during its first quarter with Greg Abel as chief executive. The company also exited its positions in Amazon.com Domino’s Pizza, Mastercard Visa and UnitedHealth Group among others, during the March quarter. The exited holdings, all on the smaller side in Berkshire’s stock portfolio, might have been positions managed by former investment manager Todd Combs.

Forget UnitedHealth: Two Stocks To Buy Now
24/7 Wall St.84d agobullish
Forget UnitedHealth: Two Stocks To Buy Now

UnitedHealth Group (NYSE:UNH) is back in every headline, riding a 31.24% one-month bounce off a 9.38% Q1 EPS beat that had Reddit cheering a “UnitedHealth +7% premarket” rally on April 21. But here’s what you should actually be watching. Why The UNH Bounce Looks Like a Trap One quarter does not undo the damage. Full-year ... Forget UnitedHealth: Two Stocks To Buy Now

The Dow Hasn't Closed Above 50,000 Since February
Barrons.com84d agoneutral
The Dow Hasn't Closed Above 50,000 Since February

The Dow, among the oldest stock market indicators, was up as much as 500 points today, or nearly a percent. The index could use some more semiconductor stocks. It would help the Dow keep up with S&P 500 and Nasdaq, which have clocked in one all-time high after another.

Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?
24/7 Wall St.84d agobullish
Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?

Roughly a year ago, 24/7 Wall St. ran a piece titled Forget UnitedHealth. Cardinal Health Is the Best Healthcare Stock to Buy Right Now, arguing that Cardinal Health (NYSE: CAH) was the safer healthcare bet while UnitedHealth Group (NYSE: UNH) reeled from a Department of Justice probe, a leadership shake-up, and a 50% drawdown. Twelve ... Cardinal Health Was Supposed to Beat UnitedHealth. Did It? Will It?

Dow Surges Back Above 50,000
Barrons.com84d agobullish
Dow Surges Back Above 50,000

Stocks opened higher after a pair of healthy economic reports, with the Dow getting a boost to 50,000 from Cisco’s strong earnings. The Dow was up 0.8%, to trade at 50,080.30. The picture for the U.S. economy is positive, with retail sales coming in healthy and jobless claims showing the labor market continues to hum.

It’s a Growth Stock World—and Nothing Is Going to Change That
Barrons.com85d agoneutral
It’s a Growth Stock World—and Nothing Is Going to Change That

If it feels like growth stocks can’t continue their outperformance much longer, ignore that feeling. The Vanguard S&P 500 Growth Index Fund Exchange-Traded Fund, home to companies with high sales growth including Nvidia Advanced Micro Devices Microsoft and Eli Lilly is up 13% in the past month. A couple of factors have driven the performance of the growth stocks.

Here’s What Analysts Are Saying About UnitedHealth Group (UNH)
Insider Monkey86d agoneutral
Here’s What Analysts Are Saying About UnitedHealth Group (UNH)

UnitedHealth Group Incorporated (NYSE:UNH) is one of the top “blue chip” stocks that were suddenly on fire in April. JPMorgan lifted the price target on UnitedHealth Group Incorporated (NYSE:UNH) to $420 from $389 on April 28, reiterating an Overweight rating on the shares. UnitedHealth Group Incorporated (NYSE:UNH) also received a rating update from Goldman Sachs on […]

Optum Rx Pricing Shift Puts New Focus On UnitedHealth Group Valuation
Simply Wall St.87d agoneutral
Optum Rx Pricing Shift Puts New Focus On UnitedHealth Group Valuation

Optum Rx, part of UnitedHealth Group, has rolled out a new fee-based pharmacy benefit management model that removes traditional volume-linked drug pricing. The model is paired with digital tools that show prescription level cost estimates to payers and patients. This change is intended to increase pricing clarity, align incentives across the drug supply chain, and influence how pharmacy benefits are structured. For investors watching NYSE:UNH, this move comes with the stock at a share price...