UnitedHealth Group (UNH, Financial)
UnitedHealth Group is experiencing the same problems as Anthem with the negative sentiment in the industry overriding its positive results. Total revenues were up 8% while net earnings grew 15%. UnitedHealth is a leader in data analytics and enjoys significant scale and cost advantages due to its powerful network effect. It maintains a solid balance sheet and over $17 billion in cash.
From Jeff Auxier (Trades, Portfolio)'s third-quarter 2019 commentary.
