$UnitedHealth(UNH)$ My investm

My investment thesis is echoed by a large fund recently: “move into stable, undervalued names given market has moved up significantly”. They go on to add “ negative near-term sentiment leads to more attractive risk/reward profiles.” And “We added to our UnitedHealth position after shares were pressured due to fears over competition among managed care providers and rising medical loss ratios in the industry. We believe the company will be able to “re-price” for higher medical costs, making this pressure transitory and we see competitive concerns as overblown.” — I am long UNH and as always, take this with a grain of salt and use your own research to decide to buy or sell.

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