Medical Insurers. CNC ELV CI, HUM, UNH. These companies are complex and it is difficult for me to understand where they compete or how they differ. medicaid, medicare, marketplace, advantage programs, pharmacies, double digit % growth targets for all. They all predict great futures, so the sector is probably a good one have exposure -- dip a toe into. ELV and CNC appeal to me, but I cannot point to a financial / logical reason. Their literature is just a bit clearer to me. Not your job to educate me, but thanks for the direction. I'll likely buy a little of each and try to learn more. Not sure how these fit into my criteria of easy to understand and predictable. arrgh.
small correction -- In last post I said that I sold ELV a year ago, I actually sold october 2023 at a price slightly > today's.
grommit |
