Healthcare

UnitedHealth: Margins Are Under Pressure From All Sides (Archive)

UnitedHealth faces broad-based, intensifying margin pressures across insurance, provider, and pharmacy businesses.

Pfizer's Q1 Update May Mark A Bottom In The Stock (Archive)

Pfizer’s valuation and cost cuts hint at a forming bottom despite structural headwinds.

CVS Health: One Good Quarter Is Not Enough; Retain Sell (Archive)

CVS' rally masks persistent insurance margin pressures, rich valuation, and rising leverage risks.

Pfizer: 3 Key Risks That Warrant A Sell (Archive)

Patent cliffs, weak margins, and bearish technicals justify maintaining a Sell stance.

Pfizer: Why I'm Staying On The Sidelines (Archive)

Staying on the sidelines despite oncology progress and valuation discount.

CVS Health: Insurance Business Challenges Continue (Archive)

Margin-crushed benefits segment and bearish charts keep CVS unattractive despite optically cheap valuation.

CVS Health: Insurance Business Is Facing Profitability Pressures (Archive)

Insurance-driven margin pressures and earnings downgrades signal further underperformance risk for CVS.