Investment Q&A

Q: What is your opinion of CNC as a near-term (for < 1 year) or long-term (5 years+) hold?
Do you believe its recent one month -14.37% drop to be strictly "election jitters"?
Thanks,
David

Q: Can you give me a couple of names of direct competitors to United Health.

Thanks Valter

Q: Would you consider CNC a good investment given their involvement in senior care and the aging demographics in the US? They also recently acquired Magellan Health which gives them exposure to one of the US biggest behavioural health platforms and are also starting to focus on a pharmacy segment and look to be developing into a fairly diversified company. However they do have significant exposure to Medicaid programs and linkages to the Affordable Care Act but not sure how big a risk to consider that might be? I currently hold CVS which is not perhaps direct competition but appears to be closer to fair value while CNC is still projected to have anywhere from a 16 to 23% discount. Wells Fargo has them overweight with a target of $87. Would you hold CVS, and take a position with CNC as well, or sell CVS and move it to CNC for it's potential upside? Thanks!
Kevin

Q: I down about 14% in this stock. Seems like this is one of the few stocks to be going down as everything else is going up. Should it improve once the employment rate improves in the States? Is it a sell or should I add shares given its low valuation?
thanks for all your hlep

Q: Hello
what is your opinion on CNC? do you think that there is room for growth US health care stocks and would you recommend any other? Also, MSFT is down today. Do you think there is more room for it to go down with the upside to value stocks or do you see this as a good time to buy?
thanks for all your help

Q: I would like your opinion on Centene and Merck? Is valuation good? can you suggest any other US healthcare companies? Do you anticipate growth in this area?
thanks

Q: Hi,

I'm looking for 2 lo-volatility US healthcare picks for the next few years, can you choose one of these (CNC, WCG, UNH, AET, CVS, CI, ANTM,HCP) or any others you prefer?

Second question is there an area of healthcare you think I should stay away from for the next (probably volatile) year?

Q: Of these two healthcare companies, which do you prefer? WCG dropped a lot in the recent sell off whereas CNC did not? I do own UNH but I'm looking for another for a long term hold?

Q: Do you know Centene Cnc in the us. What is your opinion ?
Thx