L.Lim
01-28

$UnitedHealth(UNH)$   this huge slide seems like a closing of the chapter, nearly reflecting the rally in 2025, on August 15.

If normal sentiments ruled, I would have little faith in UNH really succeeding in their announced plans going forward. However in this situation, it would likely be worth looking at whether the ownership has any ties to the us president, which can give it a second wind. If so, suddenly an announcement could come that certain regulations would be put on hold and a rally would occur.

Healthcare in the usa is bizarre to say the least, so I doubt insurers will be out of business. Maybe everyone will scale back on their expectations and the market will reprice itself and this will be the new norm.

Lawmaker Exits UNH Early! Are Congressional Trades Good Signals?
UnitedHealth Group plunged after guiding to its first annual revenue decline since 1989, with 2026 sales seen down ~2% and U.S. membership set to fall by over 3 million. Congressman Kevin Hern disclosed a complete exit from his roughly $500,000 position in $UnitedHealth(UNH)$, marked as “sell to close.” Shortly after, healthcare stocks sold off sharply, with UNH plunging nearly 20% as investors reacted to weaker guidance and looming Medicare reimbursement pressure. Should retail investors “follow” congressional trades? After UNH’s sharp sell-off, where is a good dip-buy level?
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