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: Sean Collett who wrote (78580)	11/21/2025 10:15:12 AM
From: benbuffett	Respond to of 78752

Thanks for detailed analysis, much appreciated!

To: Sean Collett who wrote (78580)	11/21/2025 10:50:06 AM
From: E_K_S	Respond to of 78752

Re: MOH Have on my watch list. Could be a good alternative to UNH. MOH in a sub-sector of UNH and may see a dip if/when the Obama care expire and something else is installed like a direct medical sunside to the individual. Did a little preliminary dive on this name. I like their sector Molina Healthcare Inc. is a multi-state managed care organization participating exclusively in government-sponsored healthcare programs such as the Medicaid program and the State Children's Health Insurance Program (SCHIP), catering to low-income persons. The company provides managed healthcare services under the Medicaid and Medicare programs, and through the state insurance marketplaces. The company currently operates in two segments: Health Plans and Other. The company manages most of its operations through the Health Plans segment. Molina offers various plans (primarily Medicaid, Medicare, and Marketplace/Exchange plans) in the following states (Note: availability can vary by county and program within the state): Current States of Operation Molina provides coverage in approximately 18 states, including: Arizona California Florida Georgia Idaho (Expanded as of January 2025 in some counties) Illinois Iowa Kentucky Massachusetts Michigan Mississippi Nebraska New Mexico New York Ohio South Carolina Texas Utah Virginia Washington Wisconsin Key Program Availability It is important to remember that not all programs are offered in every state on the list. Molina's core business is generally distributed across the following plan types: Medicaid: This is its largest segment, contracting directly with state governments to manage care for low-income populations. Medicare: This includes Medicare Advantage (MA) plans, and more specifically, Dual Eligible Special Needs Plans (D-SNPs) for people who qualify for both Medicare and Medicaid. Marketplace (ACA Exchange): Molina offers subsidized plans through the state and federal health insurance marketplaces, often to serve as a bridge for members transitioning off Medicaid. -------------------------------------------------------------- Put on my watch list to start a tracking position. As I study the company woiuld like to build a position to put into my Health Care basket.

To: Sean Collett who wrote (78580)	12/13/2025 10:32:29 AM
From: Sean Collett	1 Recommendation Recommended By E_K_S Respond to of 78752

RE: MOH I added this when Ben brought it up and I took a look. Was $134.10/s on 11/21/2025 and now up 25.6% at $168.50/s. Quick run, but think there is plenty of room to improve here. If you're believe in using TA (taboo!) for support/resistance then we've cleared the 50 SMA & 100 SMA. Some other things I look for not confirmed but seemed that low was a good base entry. Think a few of us here are looking at or are in and on this one. Happy investing, Sean