Industry Overview - The healthcare industry, particularly companies like CVS Health, is facing significant challenges due to rising medical costs, increased utilization rates, regulatory pressures, and budget cuts [1] Company Insights - CVS Health and its peers are struggling to find stability in a turbulent environment marked by various financial pressures [1] - The investment strategy focuses on identifying companies with strong qualitative attributes, purchasing them at favorable prices based on fundamentals, and maintaining long-term holdings [1]

You know, John, we've just been through when it comes to these health insurers in particular. I mean, UNH has distinguished itself in the worst possible way it feels like. I mean, CVS had a decent quarter. Yuma had a decent quarter.What's going on here. So, we did a little exercise this weekend because we love numbers, David. And we figured out that almost every health insurer is now trading at six times 2028 EPS.That's either our number or that's the consensus number except for United Healthcare which is t ...

Oscar Health cut its outlook and missed estimates, the latest health insurer to be rocked by trouble in Affordable Care Act marketplaces https://t.co/hkmMPgQ3oG ...

Government Funding & Policy - US government funding for health insurers is reversing more abruptly than expected [1] - This reversal casts doubt on strategies that have driven profit growth for years [1] Industry Impact - The changing funding landscape impacts the health insurance industry's strategies [1]

Monday wasn't a very good day for health insurers, and if a day's not good for health insurers you can bet Cigna Group (CI -5.49%) stock took it on the chin. The blow came from the highest levels of government, spooking investors and driving down the stock prices of numerous healthcare-institution stocks. Cigna's share price eroded by more than 5%, on a day when the S&P 500 index rose by over 3.2%. A talking-down from Trump PBMs on the hot seat Fairly or otherwise, PBMs have been sharply criticized by many ...