My portfolio is bleeding red on $Unitedhealth(UNH.US) but I'm actually adding more today. Here's my thinking: the cyberattack happened, Medicare Advantage rates got clipped, and the stock already dropped 40% from highs. That's three bad things priced in. Meanwhile they just raised the dividend to $2.21, which tells me the board sees cash flow normalizing. Contrarian? Yes. Stupid? Hope not. 🤞
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