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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (27859)9/29/2007 2:59:11 AM
From: Spekulatius  Read Replies (1) of 78719
 
Added to UNH around 48$ on this latest hiccup. UNH looks like GAAP stock that should do OK even when the economy weakens. However after comparing relative valuations with WLP I do wonder if I should by the competitor instead. WLP's valuation is equal (PE, EV/ EBITDA) or maybe even a smidge better than UNH. WLP does not have the execution issues UNH has and ergo should trade at a premium.
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