Trading Ideas: UNH, NVO& ASML

OguzO Capitalist
08-02

1.

$ASML Holding NV(ASML)$ has 100% market share in EUVL machines.

Down 60% from highs.

$Novo-Nordisk A/S(NVO)$ controls 40% of global insulin and 54% of GLP-1 market.

Down 67% from highs.

$UnitedHealth(UNH)$ is the largest healthcare company in the world and dominates the US market.

Down 63% from highs.

Sometimes it’s easy.

2.

Everybody when NVO was at $150: “Give it to me at $100.”

NVO at $48: “I am not buying because..”

Everybody knows what’s the right thing to do, they just don’t have the stomach.

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3.

$UnitedHealth(UNH)$ is now trading at 8 times operating cash flow…

This is the largest healthcare company in the world, poised to grow sales around 10% annually in the long-term.

It’s not a matter of reason anymore, it’s whether you have the stomach or not.

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