UNH - UnitedHealth Group

Tom and Drew criticize United Healthcare as a monopoly that acts as both the insurer and drug provider and receives blank checks from the government, arguing these monopolies need to be broken up.

Healthcare stocks have been explosive; UNH is testing resistance at $445-$450 after a double top breakout at $430, presenting a 20-point move opportunity.

Berkshire Hathaway completely sold out of its UnitedHealth position. Context suggests this was likely due to portfolio manager Ted Combs leaving, not necessarily a statement about the business.

UnitedHealth was listed among Trump's net sales.

Part of ZipTrader 25 core buy-and-hold list, up 19.30% in one month.

Was cheap, now even cheaper due to regulatory uncertainty around mid-term elections. Strongest and most diversified managed healthcare company.

He despises the product and business model as a government extension; prefers other opportunities. Despite recent pop, still down 50% from highs.

Scandal, no recovery plan, CEO unpopularity.

Felix uses his personal UNH trade as an example of stop-loss discipline. He bought it, it rose ~15%, then he exited with a small loss after his stop was triggered. This is a factual account of a completed trade, not a current recommendation.

Healthcare stocks hit hard by government proposal to keep federal payments to private Medicare plans unchanged for 2027, far below insurer expectations. Stock struggling technically, down from $630 highs to below $300. Bearish momentum expected to continue if it breaks below $286.