Joining me now is G Squared Private Wealth's Victoria Green. She's also a CNBC contributor. Uh Victoria, I I want to start off first with the mystery chart that we've shown viewers and given to listeners here over the last half hour.What exactly is this beaten up name that you think could be poised for a bounce around earnings season. >> It's United Health, right. It it's the behemoth that's been beaten down for the last 12 months.And what we're looking at for is this is the turnaround quarter and we're rea ...

Group 1: United Health - United Health is expected to have a turnaround quarter, with a focus on executing their plans effectively [2] - The company needs to demonstrate revenue growth through an improved medical loss ratio, indicating proper pricing of their plans [3] - 78% of their plans are rated four stars or better, enhancing eligibility for bonuses and rebates [3] - The stock is considered cheap at 15 times price earnings, with potential for significant movement if good news is announced [4] Group 2: Goldman Sachs - Goldman Sachs is performing well in dealmaking and trading, benefiting from regulatory and tax reforms [6] - Anticipation of increased buybacks and a lower realized tax rate is expected, as the company averaged about 24% taxes last year [7] - The partnership with Troll Price is seen as a catalyst for increased sales in alternative investments and retail expansion [8] Group 3: Coinbase - Coinbase is viewed positively due to its high correlation with Bitcoin, with an R squared of 62, indicating strong performance alongside Bitcoin price movements [10] - The company has multiple revenue streams, including subscription and trading revenue, which are expected to increase with rising Bitcoin prices [11] - Coinbase is modernizing finance through initiatives like the MX crypto Coinbase One credit card, which could drive further revenue growth [12]

Key Takeaways UNH climbed 12% in the past month, narrowing its YTD loss to 29.1% and outperforming the industry.Earnings outlook is weak: 2025 EPS projected to drop 41.4% YoY; Q3 EPS expected to be down 59.9% YoY.Despite challenges, UNH maintains scale, diversification and strong cash flow: $6.3B generated in H1 2025.UnitedHealth Group Incorporated (UNH) has staged a sharp comeback, with shares climbing 12% over the past month, trimming its year-to-date loss to 29.1%. The move marks an outperformance versus ...

LRT Capital Management, an investment management company, released its “LRT Global Opportunities Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. The strategy leverages a systematic long/short approach to generate positive returns while effectively controlling downside risks and maintaining low net exposure to the equity markets. In September, the strategy returned -8.00% (net), and the YTD return was -0.17%. It was a challenging month for the strategy, as the marke ...

Core Insights - UnitedHealth Group, Bristol-Myers Squibb, and Fiserv are attracting significant attention from major investors [1] Company Summaries - UnitedHealth Group (NYSE:UNH) is noted for its strong position in the healthcare sector, appealing to large-scale investors [1] - Bristol-Myers Squibb (NYSE:BMY) continues to be a focal point for investment, indicating confidence in its pharmaceutical offerings [1] - Fiserv (NYSE:FI) is also receiving considerable interest from prominent investors, reflecting its importance in the financial services industry [1]

Key TakeawaysBrazil's Finance Minister Fernando Haddad indicated the possibility of bilateral discussions during the upcoming G-20 meeting and reported a positive interaction between President Lula and former President Trump, with further talks potentially occurring with Bessent next week.San Francisco Federal Reserve President Mary Daly conveyed that an AI bubble would likely not pose a threat to financial stability, highlighting the technology's potential to enhance national productivity without leading t ...

格隆汇10月7日｜富国银行：将Meta目标价从811美元上调至837美元；将Alphabet目标价从187美元上调 至236美元；将AMD目标价从185美元上调至275美元；将联合健康目标价从267美元上调至400美元。 ...

Since my last analysis on UnitedHealth Group (NYSE: UNH ), which was a strong buy rating, the company has appreciated by a total return of 19.91% which is certainly impressive in a month and a half. I want to revisit my theoryAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. B ...

Since my last analysis on UnitedHealth Group (NYSE: UNH ), which was a strong buy rating, the company has appreciated by a total return of 19.91% which is certainly impressive in a month and a half. I want to revisit my theoryAs a detail-oriented investor with a strong foundation in finance and business writing, I focus on analyzing undervalued and disliked companies or industries that have strong fundamentals and good cash flows. I have a particular interest in sectors such as Oil&Gas and consumer goods. B ...

ClearBridge Investments, an investment management company, released its “ClearBridge Large Cap Growth Strategy” third-quarter 2025 investor letter. A copy of the letter can be downloaded here. Equities continued their upward journey in the third quarter with the S&P 500 Index surging 8.1% and tech-heavy Nasdaq Composite rising 11.2% to record highs. Investor optimism was driven by favorable tariff results, the One Big Beautiful Bill in July, expected interest rate cuts, and strong corporate earnings, partic ...