I’m genuinely curious how others are viewing this. Does the insider buying shift the risk-reward calculus here, or is the DOJ probe still too much of an overhang? Would love to hear your take on it. Please join in on the conversation @Ah_Meng @MojoStellar @AuntieAaA @nomadic_m @icycrystal @BABAMood //@Shyon:I think UNH’s $UnitedHealth(UNH)$ steep drop is a mix of panic and real concern. The series of bad news—from the executive shooting to earnings misses and now a criminal Medicare fraud probe—has created intense uncertainty. Still, a 55% YTD decline seems excessive for a blue-chip with solid cash flow, hinting at potential short-term overselling.
That said, I’m cautious. The fraud allegations are serious, and the suspicious options trading before the WSJ article raises red flags. If charges stick, they could lead to big fines and lasting reputational harm. With political pressure on healthcare rising, the risks are elevated.
I wouldn’t short UNH, but I’m not ready to buy either. The business fundamentals are still strong, and if the situation stabilizes, a rebound is possible. I’ll consider a small position if it drops closer to $200, but for now, it’s just on my watchlist.
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.
