UnitedHealth: Why This Healthcare Giant May Keep Sinking For The Rest Of The Year (Archive)
Margins and earnings are eroding while bearish price momentum shows no sign of pausing.
This 5-Minute Pitch was originally published on Seeking Alpha before the launch of the Hunting Alphas website. It is shared here to showcase my previous work and track record. New 5-Minute Pitches published on this site will not be disseminated anywhere else.
Elevator Pitch
- My bearish thesis on UnitedHealth Group Incorporated is playing out, with margins and earnings deteriorating as expected after Q2 FY25 results. The onus is on management to prove this is the bottom.
- Management's disappointing FY25 revenue guidance adds to challenges, making a turnaround story unlikely in the near term.
- Valuations may appear reasonable and even low depending on how you look at it, but I believe eroding earnings fundamentals make this a "no-go" for buys.
- The charts also show a strongly bearish UNH trend. And why fight the trend?
Read the full article here.
Disclosures and Disclaimers
Past performance ≠ future results. Not investment advice. See full Disclaimer.
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