Reddit Posts
Many Would Be Envious Of Motor Oil (Hellas) Corinth Refineries' (ATH:MOH) Excellent Returns On Capital
Kindly help me narrow down my healthcare stock picks (info in description)
Stocks which Im bullish for 2023 ( Market Analysis )
Stocks making the biggest moves midday: TSLA, SQ, PYPL, COOK, MOH...
Molina (MOH) could be a top performing stock due to positive trends
Mentions
you think MOH type drop will happen?
MOH earnings / 18% drop ah
MOH SEEMS like a shit company anyways
MOH earnings are out, it’s down 17.75%
Think MOH reported 0.43 eps vs 3$ expected lmao. Didn't check personally
UNH SND cnc dumping due to MOH scam
Healthcare companies are down rn. Unh down 1%, MOH down over 15%
How much are my MOH puts going to be worth tomorrow…
Right on MOH. 195p should print tomorrow fr
MOH 195p p p printed on that dump. Thks 🌮
ELV 350p 11/21 MOH 195p 11/21 PHM 126p 10/24 Want to short TSLA so bad.....
Nope. But Investing.com might be. NYSE: MOH
If you think you can time the market you should follow your instincts and cash out. If not but you are still worried then raise your cash allocation and rotate into more defensive plays. Health seems like a good defensive play with room for growth also. UNH/all other health insurance providers tbh (I have MOH too), NVO, etc.
GME is a cult. People are delusional about it. Lowkey similar to qanon. I would stay far away. To your point. There are far stronger companies to own. Why would you want to own a struggling video game retailer? People love to say that they’re finally profitable (like as if that’s impressive) but conveniently ignore the fall revenue. You can have all the cash you want and squeeze profits out of your extremely thin margins. But if the revenue dries up, it’s all for nothing. I like UNH, MOH, and CNC for much better value imo.
Could you elaborate on your MOH and CNC thesis ?
MOH Molina healthcare is insanely undervalued. Way more than unh
UNH was less risky and much more diversified... MOH is just a Medicaid play. The government will choose to support elders' healthcare over the poors because old people vote.
I missed so many of the popular plays on sub. Went with ASML instead of NVDA.Went with MOH instead of UNH. Finally hit it big with WBD. But that was a stock no one talked about buying before it shot up lol.
super low effort post. Wtf do they do? Just provide med insurance coverage? How are they different than UNH? I feel like there are a million of these companies, MOH, ELV, UNH are just three off the top of my head.
I would slightly disagree, it depends on how cheap the starting positions are and the earnings yield. This is because stocks are a function of both earnings growth and realized earnings. Since CNC and MOH are obviously riskier, the valuation is low and you earn money more quickly if earnings are stable. For example UNH at 20x is 5% earnings yield, and CNC and MOH might eventually have 7%. In the long run, this would result in riskier stocks having higher returns. One of the reasons why small cap value has outperformed, not really recently, is due to lower valuations, and higher earnings yield. I would also argue that UNH does not have the bigger potential earnings growth.
Surprised to hear so many hold MOH. When I was buying it while UNH was most discussed stock it seemed no one else mentioned MOH being a buy even when UNH popped from the Buffet buy and MOH was flat lol.
My 120k position in MOH and CNC is happy today, it's not like I told you to buy 2 days ago
Congrats to UNH Bulls. I must admit I made a mistake by playing the sector largely through MOH and ELV. I still think those names will move over time but there's something to be said for buying the category leader with the most liquidity. Learning Lesson was scared of DOJ.
UNH is good and I own at 1.7% of my port, but there's more value in other names now. MOH and CNC, with CNC higher risk. The US can't just have a single health insurance company doing everything.
Healthcare is a good choice. I'm heavy in UNH (started buying at $263) and keeping an eye on MOH and CNC. A sector ETF like IHF is also good. Most of these companies are way beaten down due to temporary issues. Once they reprice for 2026 they should mostly recover by the end of 2026. In my region healthcare plans are expected to increase 20+% for 2026. UNH should be increasing around 30%.
Honestly it's so hard to be bearish, with so many stocks so cheap. Some stocks literally need employment to fall, so rates fall and we don't go into a decade of 4+% interest rates, like real estate, conveniently up 1% right now. I'm up a lot after breaking another all time high yesterday, from Broadcom, and massive dip buying in healthcare, like MOH and a basket of biotech.
Yea. MOH is interesting in that their earnings didnt drop as much as the more discussed UNH, CNC, OSCR but they went down just as much as UNH/CNC. Im leaning toward doing a 3 tier healthcare buy of an insurance MOH/CNC/UNH, a researcher MEDP/IQV, and a drug company LLY/NVO. To diversify among healthcare. My route may be MOH/MEDP/LLY.
Yea. MOH is interesting in that their earnings didnt drop as much as the more discussed UNH, CNC, OSCR but they went down the most.
UNH gets love for being big and OSCR gets love for being new and cool. Beyond that there's a bunch of companies in essentially the same business that gets ignored. I like your MOH play too. As I buy and hold, I like it better. I'll probably go with CNC because I think there's more short term torque and call premiums are so much cheaper.
I agree with your theme of buying health insurance stock. I went with MOH instead as my YOLO. For some reason barely gets mentioned anywhere to the level UNH does. Despite MOH itself being an S&P 500 company.
Oh yeah baby. I got in all these turds: WHR, BGS, CLX, JHX, DOW, CAG, DG, PCG, MOH, JELD
CNC and MOH is on my radar too but hesitant to buy as ive heard people say CNC is more exposed to affordable care act and medicaid risks
CNC and MOH better plays, didn't run up yet and provide the same exact service. Market stupid
MOH molina healthcare is the next big play, we'll see $200 in the next 2-3 weeks.
molina healthcare MOH is the next best play. they have $7B in cash 15% yoy growth. next run will be $200 in 2-3 weeks. all of these apple, amazon facebook netflix google all reduced their targets in the past - in 6 months all made new highs. leggoo MOH
I would do a MOH or CNC. Still way down but Buffet confidence in the industry should lift all. Plus no DOJ investigation to deal with
The writing was on the wall. When UNHs price tanked, insiders began mass buying. OBBA doesn’t hit UNH the way it hits MOH.
I think MOH and CNC are the sleeper buys. A great run health insurer, got killed due to UNH, should pop on the renewed enthusiasm
UNH is really solid value right now. I’m also long but still looking to add to my position. PE of 15. Trades at 0.54x sales. 3.6% dividend. Growing revenue at 10% yoy. It’s not a sexy stock like CRWV or something and retail hates it (for good reason, let’s go Luigi!) but I think buying it now makes a lot of sense. I’m also long MOH but that’s much riskier.
Don't forget MOH CNC <3
MOH UNH NVO CNC ... they've already had their crash, most are in good cash positions and are unduly penalized by the market right now.
Ya, but MOH instead (not a shill, I promise).
Screw legacy insurance companies. $CLOV is what you should be looking at. Unlike other HCA's who are down up to 50%+ lately, CLOV is up 100% YoY and is on the cusp of not just becoming EBITDA positive, but actually net profit positive. Lowest MCR in the entire industry, handily beating every legacy insurance company in the field, and they consistently beat quarterly estimates. Redditors have already discovered HUM and UNH and MOH have already started integrating with them, and once these partnerships are officially announced and their SaaS revenue starts pouring in, CLOV is going to absolutely skyrocket. Ignore the naysayers who just diss it because it was caught up in the pump and dump meme stocks of 2021 and do your own DD. Seriously. After spending years deeply investigating them, I could list 100 positives and very few negatives about them. It's poised to be easily a potential 10 bagger within a couple years, and could have one of the biggest market caps of all healthcare stocks within a decade. Don't take my word for it though. Anyone doing a deep on it will tell you the same. Do your own research and I'm sure you'll come to the same conclusion. If you don't, I'd love to hear a well thought out case against it. I'm forever a contrarian and hearing other constructive perspectives against what I think is always welcome.
Split it in 4; CNC, UNH, MOH, FI Call options expiring 2027
I remember some schizo spamming the thread a week ago talking about how "they" were going crash the market. And we should sell tech stocks and buy healthcare stocks like UNH and MOH. I'm going to follow that guy and trade the opposite of anything he says
Called it in UNH yesterday. I said it will be the same storm as MOH but yall laughed. Peer earnings matter boys🗿
I don’t understand why you’d buy UNH when you could get CNC, MOH, or ELV which are similarly battered lately but have better fundamentals.
MOH trades at 8PE after their recent abyssmal earnings, so with that valuation UNH could be trading at $160 tomorrow. Oh, and happy cake day!
If you plan on playing $UNH keep in mind that it's peer $MOH traded down 17% percent despite the beat and a similar 5 year low on a graph. TL;DR too early for $UNH
CNC or MOH or anything in the healthcare industry. It got crushed
UNH, CNC, MOH all erased 6 years of gains in less than a week, and folks here are like yeah I like the stock? Fuck healthcare stocks.
too high, 240-250. we can do another -5% day back to back. can't let the MOH guys have all the fun with their -16% days.
Isnt the worst case scenario already being prices in? How much far MOH is going to fall? The ticker I am buying.
MOH reported yesterday which is why healthcare sector is down today
MOH and UNH reminding me of the year in the life of a turkey graph
CNC 17-19 tomorrow off terrible earnings + law suit information. Entire healthcare sector being slammed by missed earnings from MOH + UNH down big
CNC looks like a falling knife after the UNH news + MOH earnings I don't see this being in the 20's tomorrow
I woudn't say they are "plummeting" due to the DOJ probe, that's somewhat old news. They are down about as much as Elevance today because MOH (Molina) reported bad earnings. It's taking down most of the healthcare insurance sector. I am optimistic on the stock's turnaround prospects, the earnings report in a few days on the 29th should be illuminating. I anticipate a beat on EPS and hopefully some guidance that is reasonable and not just the new CEO (Hemsley) sandbagging. I think the probe is just that, a probe. The special master hired by the judge in the UNH vs DOJ case (which this new probe is closely related to) recently said that there was no evidence of wrongdoing by UNH. That special master reviewed all the DOJ evidence and is a retired judge as well. The judge has yet to decide on dismissal of the civil proceedings, but my guess is if the judge dismisses those civil charges then the DOJ won't have much of a leg to stand on with this new probe. I personally think the judge will either issue a full dismissal or remove some of the charges and allow the DOJ to proceed to civil trial with a more limited scope of potential charges, but I am not a lawyer. His decision is expected this Summer. Not financial advice btw.
MOH shat the bed on earnings and is dragging the whole healthcare insurance sector down with it
Also MOH was like -5% at some point AH. So tomorrow prolly all insurance down again
MOH just killed all of the gains it had today lmao
guys healthcare stocks are mooning, buy before MOH report earnings…UNH going to be up big time
is this it? is this the UNH breakout? MOH -> 295 -> CNC ->305 -> UNH reports-> 315-320? Yes/No/Gae?
i have some UNH, im happy to be a bagholder for 12 months at these prices, just wondering if i go in now ive got another -12% awaiting me or not lmao. prolly would take a bigger position depending if MOH guide really good or its more doom and gloom.
Dear MOH management team Please don't sandbag the guide Love Me
insider news, UNH CNC ELV MOH poised to gain 20-30% post MOH earnings after market
insider news, hedge funds preparing to re-enter CNC UNH MOH ELV post MOH earnings, expect 20-40% stock price movement
What I am trying to say is the stocks near the bottom of recommendations due to being downvoted or hated tend to be ones that give great returns. I will give an example a couple months ago the sentiment on this sub was Waymo would put Uber out of business while the stock was $60 that ended up being a great buying opportunity. If you want something right now health insurance stocks such as MOH, CNC, etc seem like that is what Im saying.
I would wait until after earnings call. It’s gonna drop some more this week. Industry is getting pummeled, ACA specifically. Look at ELV, CNC, MOH — UNH and OSCR are next
calls on NOC, RTX, CNC, MOH, TSLA, GOOG, APH, NOW (maybe), IBM, AAL puts on BYD
Tell me about it. Bought PRGS before their quarterly results. They beat their earnings (1.4 vs 1.3 expected), but they missed their revenue sloghtly (237M vs 237.5 expected)… so naturally the stock lost around 25% of it’s value. But it can also allow you to buy premium stocks at low prices. My play today is going to be MOH, 5 year low, good P/E and the market is overreacting because it’s a healthcare stock and centene had a bad quarterly, but MOH is known to be more fiscally responsible.
Shoutout to the person who posted about OPEN a few days ago You tripled my position. Thank you! But to bring a different topic to the sub. I’d love to hear your thoughts on the major healthcare providers. Most of them have earnings coming up in the next two weeks: ELV already reported last Thursday and dropped 20% right after. Upcoming: MOH, CNC, UNH, HUM, CI, CVS My question: And what are your short-term views on the sector under the current administration? Curious to hear if you're bullish, bearish, or staying out altogether. My plan is to buy a week after earnings (amateur gut feel).
On top of that I'm in MOH... and not a small position. Absolutely crushing
We still have MOH and CNC to report earnings before UNH. Seems like bad earnings not only drive the individual company down but the whole sector. So we’ll see.
The dip in health insurance stocks keeps dipping. Anyone buying? I bought UNH, MOH, and OSCR.
I like UNH as others have said. I’m currently building a position in MOH. CNC and EVE are in deep value territory too imo. Just gotta be patient I don’t think the turn around will happen tmr or anything.
Well, the shit is starting to hit the fan. We keep about 4 MOH of our products and we are about out of pre-tariff goods. With tariffed goods arriving daily we are now working on passsing along pricing. I have to imagine that all other industries are in a similar situation so new pricing will be coming out in these next few weeks.
I just bought it and MOH too, biotech is still running, my largest concentration but very temporary
Normally I’d agree but check out CNC and MOH, the market is finally getting a dose of reality. I trimmed my UNH puts and left some cheap tail open. It’s a bet that Trump will get what he wants, the biggest Medicaid cut/upward transfer of wealth in history.
yeah that's what I'm clowning him about he also dropped 300 on MOH but they only had monthlies (ended up with a 3k gain there), he's so annoyed with himself because he'd usually put more like 1-2k on a bet like this