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Recent Articles
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UnitedHealth Group Lowers 2025 Outlook
Apr 17, 2025
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Image: UnitedHealth’s shares were pummeled after it lowered its 2025 earnings outlook.
During the first quarter of 2025, UnitedHealth Group’s cash flow from operations came in at $5.5 billion, and the firm returned nearly $5 billion to shareholders through dividends and share repurchases during the quarter. As it relates to the drivers negatively impacting its 2025 guidance, management noted that it “believes these factors to be highly addressable over the course of this year as well as it looks ahead to 2026.” Though we didn’t like the downward revision to its 2025 earnings outlook, UnitedHealth remains a cash cow, and we continue to like shares in the Best Ideas Newsletter portfolio. We value shares north of $600 each.
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View Current and Archived Best Ideas Newsletters
Apr 13, 2025
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View previous editions of the Best Ideas Newsletter in this article.
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Valuentum's Best Ideas Newsletter Portfolio
Apr 13, 2025
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We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
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Trump Tariffs Higher than Expected; What We're Doing
Apr 4, 2025
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The Trump tariff increases came in larger than what we were expecting, and it remains to be seen how they will flow through the global economy, as we monitor potential retaliatory tariffs from other countries. As it relates to the equity markets, we’re taking a wait and see approach at the moment as we monitor new policy changes related to trade, immigration, fiscal (tax), and regulations. In short, we’re not overreacting to the sell off as we won’t have a great handle on the tariff impact to companies for a few quarters when they report results post-tariff increases. That said, we’re expecting continued market volatility, with meaningful risk to the downside, before trade uncertainty alleviates in the coming months.
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