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+--- Thread: What Did You Buy Today? (/showthread.php?tid=699)
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What Did You Buy Today? - vbin - 04-17-2019
Added CVS. Anyone own qcom?
Sent from my Pixel 3 XL using Tapatalk
RE: What Did You Buy Today? - Otter - 04-17-2019
(04-17-2019, 10:02 AM)saimash Wrote: Any ideas on UNH this morning... I bought 50 shares of UNH yesterday @ 216... Put another limit order for 25 shares @ 205 today, but the market didn't bite... I think it is a great company for Long Term investment... But wanted your thoughts as well
It looks fairly valued, trading at roughly its 10yr average P/E. Could definitely go lower on concerns about single payer or other cost-limiting measures that are front and center in the 2020 political debate.
Health care spending in the U.S. at the end of 2018 accounted for roughly 18% of GDP, or about $10,750/person. That's more than 20% more than the next-highest per-capita spender, Switzerland, and roughly double the average in OECD countries. We don't get a net benefit for all that extra spend, as our healthcare outcomes are typically worse than countries spending less per capita:
https://www.reuters.com/article/us-health-spending/u-s-health-spending-twice-other-countries-with-worse-results-idUSKCN1GP2YN
This makes health insurers an easy political target, as a middleman entity driving up the cost of healthcare between patients and providers. Medicare typically delivers services to beneficiaries at a lower cost than private insurance, due to its massive patient base, political clout, and attendant bargaining power to set reimbursement rates. A large part of the current political debate for 2020 is taken up with one side advocating for expanding Medicare or making it universal. That's a threat to private insurance, as such an outcome would shrink or eliminate their share of the pie. I'm not sure the market's perception of risk in this space is misplaced.
RE: What Did You Buy Today? - Otter - 04-17-2019
(04-17-2019, 10:27 AM)vbin Wrote: Added CVS. Anyone own qcom?
Sent from my Pixel 3 XL using Tapatalk
Own both. Been a nice couple days for QCOM.
RE: What Did You Buy Today? - Binary - 04-17-2019
Bought Abbv
What Did You Buy Today? - vbin - 04-17-2019
Started a position in abbv again.
Sent from my Pixel 3 XL using Tapatalk
RE: What Did You Buy Today? - stockguru - 04-17-2019
We finally got some buying opportunities in the market. And there all
in the healthcare sector. Thanks Bernie lol .
RE: What Did You Buy Today? - fenders53 - 04-18-2019
(04-17-2019, 10:30 AM)Otter Wrote:(04-17-2019, 10:27 AM)vbin Wrote: Added CVS. Anyone own qcom?
Sent from my Pixel 3 XL using Tapatalk
Own both. Been a nice couple days for QCOM.
Congrats on QCOM, I know you rode it out for years.
RE: What Did You Buy Today? - Otter - 04-18-2019
(04-17-2019, 08:51 PM)stockguru Wrote: We finally got some buying opportunities in the market. And there all
in the healthcare sector. Thanks Bernie lol .
Yup. Added to CAH this morning. Have fewer long-term concerns about companies like them than I do with respect to for-profit health insurers. Distribution networks for medical devices/products and pharmaceuticals will be needed regardless of who is footing the bill, and they have already learned to operate on razor-thin margins. The opioid litigation/regulatory cloud will blow over eventually.
RE: What Did You Buy Today? - divmenow - 04-18-2019
Added a little more MRK and a new position in CAT
RE: What Did You Buy Today? - crimsonghost747 - 04-18-2019
(04-18-2019, 09:00 AM)divmenow Wrote: Added a little more MRK and a new position in CAT
Interesting timing for CAT. Definitely a good company but kinda risky at in the current situation, don't you think?
RE: What Did You Buy Today? - catnap88 - 04-18-2019
picked up some AMGN.
RE: What Did You Buy Today? - Forticus - 04-18-2019
added to PFE, HRL and CVS