Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (28363)	10/29/2007 12:43:49 PM
From: E_K_S	Read Replies (1) \| Respond to of 78751

Started a position in UNH (Unitedhealth Group) as it is near its 52wk low and now has the lowest PE (14) in the Industry group. Buffet is a holder of shares at higher levels and continues to find value as he added more shares last quarter. Both WLP and UNH have underperformed the S&P 500 over the last two years. finance.yahoo.com^gspc;charttype=line;crosshair=on;logscale=on;source=undefined The negative is that insiders have sold shares in the mid fifties and overall YOY revenue growth is low compared to its competitors. My portfolio is lite on health care stocks so this purchase allows me to add new money into this sector. The value proposition is that over the next 24 months, I believe the health care sector should outperform the S&P and UNH specifically should trade at prices more closely to its pears. My price target is $58-$60 and could benefit from better than average growth as the baby boomer's use more health care services. EKS