UnitedHealth (UNH, Financial) has continued to execute since our original purchase of $46. The stock today is over $185. The company, through the heavy use of data analytics, has dominated a relatively dull industry. United’s market capitalization has continued to grow double digits every year for the last decade. The dividend was recently increased 20% to $0.75.
From Jeff Auxier (Trades, Portfolio)'s second-quarter 2017 shareholder letter.
