Centene is likely a hold due to the positive sector-wide impact of improved Medicare reimbursement rates.
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What’s going on with Health Insurance stocks? (UNH, HUM, ELV, MOH, CNC, etc)
Dividend Compounders with CheeseApr 7, 2026
The creator, a long-term value investor, discusses the positive shift in the health insurance sector due to a more favorable Medicare reimbursement rate increase than initially feared. This change alleviates concerns about declining EPS and positions the sector for renewed growth, leading the creator to hold onto stocks like UnitedHealth.
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Molina Healthcare is likely a hold due to the positive sector-wide impact of improved Medicare reimbursement rates.
Elsevier is likely a hold as it is part of the health insurance sector positively impacted by Medicare rate changes.
Humana is likely a hold due to the positive sector-wide impact of improved Medicare reimbursement rates.
UnitedHealth is a hold as improved Medicare rates buffer rising costs and position the health insurance sector for growth.
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