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Recent Articles
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Key Comments from the Banks This Earnings Season
Apr 17, 2025
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Image: The big banks have done well recently.
Let's read through key comments from banking executives this earnings season.
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UnitedHealth Group Lowers 2025 Outlook
Apr 17, 2025
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Image: UnitedHealth’s shares were pummeled after it lowered its 2025 earnings outlook.
During the first quarter of 2025, UnitedHealth Group’s cash flow from operations came in at $5.5 billion, and the firm returned nearly $5 billion to shareholders through dividends and share repurchases during the quarter. As it relates to the drivers negatively impacting its 2025 guidance, management noted that it “believes these factors to be highly addressable over the course of this year as well as it looks ahead to 2026.” Though we didn’t like the downward revision to its 2025 earnings outlook, UnitedHealth remains a cash cow, and we continue to like shares in the Best Ideas Newsletter portfolio. We value shares north of $600 each.
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View Current and Archived Best Ideas Newsletters
Apr 13, 2025
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View previous editions of the Best Ideas Newsletter in this article.
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Valuentum's Best Ideas Newsletter Portfolio
Apr 13, 2025
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We disclose the holdings of the portfolio of the Best Ideas Newsletter in this article. This portfolio can always be found in each edition of the monthly Best Ideas Newsletter.
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