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Strategies & Market Trends : Value Investing

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To: Grommit who wrote (74566)	12/20/2023 10:18:37 PM
From: Spekulatius	Read Replies (2) of 78763

Grommit, I would check out HUM. Looks like a frost buy went through for me on the down day yesterday, but I have some limit orders for more. I like the health insurer space and own a large position on ELV and a smaller one on CNC. I recently bought some CI and always look for opportunities to add more of these stocks on dips. HUM is very very strong in MA health care plans and that sector will have strong organic growth, so HUM is worth lying a premium for, imo. I think HSY is also worth a look. My limit orders haven’t quite been triggered yet.

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