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Strategies & Market Trends : Value Investing
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To: Grommit who wrote (74605)12/22/2023 7:36:09 PM
From: Spekulatius1 Recommendation

Recommended By
Lance Bredvold

  Read Replies (2) of 78751
 
I like the medical insurers because they are capital light and more resembles a service business than an insurance business , meaning they carry little actuary risk. The medical sector growth also exceeds GDP growth which I think continues for a while.

I own ELV, CNC and more recently CI and HUM (added more yesterday ). ELV and HUM are my current picks with HUM looking oversold. I think all of the above will have earnings/ share growth in the teens for the next 5 years with a high certainty. As a group, they look undervalued.

HUM in particular is strong in Medicare Advantage plans as is UNH. As a shareholder in CVS and CNC in became aware how hard it is to compete against the two, so I think there is a mot around this business.

(FWIW ,I still hold some CVS for tax reasons, but won’t add here)
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