Thursday, May 12, 2016

"UnitedHealth remains largely misunderstood and mispriced ...

... a status that we think is directly related to a seeming unwillingness to listen to and believe what UnitedHealth says or what it has done. But with the extraordinary positive tone and strong balanced performance, more details around what Optum really does, we think that those who listen well will profit most....Case in point [of people not listening to the company]: the broad market's surprise that UnitedHealth meant what it said when it warned it wouldn't sacrifice itself on the altar of the flawed policy and rules that define the exchanges."

— According to Sheryl Skolnick, Ph.D., managing director and director of U.S. equity research for Mizuho Securities USA Inc.

No comments:

Post a Comment