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Recent Articles
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UnitedHealth Group Reiterates 2024 Adjusted Net Earnings Outlook
Apr 16, 2024
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Image: UnitedHealth Group’s shares have been choppy during the past couple years.
UnitedHealth Group’s shares have seen better days as the firm works to recover from a cyberattack, while the industry’s medical costs are on the rise as patients begin to pursue procedures that were deferred during the peak of the COVID-19 crisis. Though it may be some time for UnitedHealth Group’s performance to normalize given the cyberattack and pent-up demand, we liked that it maintained its adjusted net earnings outlook for 2024 amid concerns of rising costs. UnitedHealth remains a key idea in the Best Ideas Newsletter portfolio.
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Goldman Sachs Delivers in First Quarter
Apr 15, 2024
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Image Source: Goldman Sachs.
Goldman Sachs put up solid first-quarter 2024 results across all lines of its business, revealing that capital markets activity remains very healthy, even in the face of elevated interest rates. Goldman Sachs' book value per share was $321.10 at the end of the first quarter, revealing that shares are trading at 1.25x book at the time of this writing.
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Valuentum's Best Ideas Newsletter Portfolio
Apr 13, 2024
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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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View Current and Archived Best Ideas Newsletters
Apr 13, 2024
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View previous editions of the Best Ideas Newsletter in this article.
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