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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
Yeah…. If SNAP could have a MOH moment feel it would take off just like MOH did
Unfortunately I bailed on my MOH put the other day when trump was quoted as saying “don’t fuck around with Medicaid.” They ultimately ignored him and moved the cuts forward to 2026.
UNH 11.47 P/E Market Cap of 248B ELV 15.22 P/E MC of 88B CI 17 P/E MC of 82B CVS 14.45 P/E MC of 76B CNC 9 P/E MC of 30B (The cash flow shrinkage keeps me away from this one) HUM 16 P/E MC of 27.5B MOH 15 P/E MC of 17B OSCR 60 P/E MC of 4.2B a 15 P/E feels appropriate for the group. Today's move down was imo a great opportunity.
UNH tanking healthcare stocks. I bought some MOH they put out guidance and their CEO didnt step down.
Hearing this sub suddenly talk about UNH made me look at my healthcare holding MOH. I thought MOH would be down 10-15%. But it only down 1.5%. Guess buying the least discussed stock worked out.
MOH my only green stock up 5%. Might take profits on that to buy stuff that are down.
Grab your emergency positions: Water: AWK, WTRG 💧 Poor foods: CPB, KHC 🥣 Insurance: MOH, UNH 🩻
I am prefer buying CNC and MOH lol
I am perpare to all in CNC, UNH and MOH. Time to rebound
already suggest you to buy some undervalue stocks like CNC, MOH and UHS
better bought medical tech. Like CNC, MOH and UHS is extremely undervalue
I keep forget how toxic this place is on red days for growth stocks. Im here buying APO, KKR, MOH, etc since those have tanked off ATH it not limited to retail stocks this market correction.
Yea. My DD showed me MOH had limited exposure to the budget cuts that were going to take place. I wanted to correct the thread that some names had limited exposure to the cuts but saw an actual healthcare worker get attacked so I just thought not worth it to alter the sentiment in there.
Shoutout to that healthcare thread a couple days ago. https://www.reddit.com/r/stocks/comments/1ipy9ro/healthcare_looks_weak/ One user tried correcting another on the healthcare industry and got told they work for a scam industry. Seeing such hostility/negativity led me to doing my own DD and buying some MOH that ended up being the bottom for the stock lol.
Shoutout to that healthcare thread a couple days ago.https://www.reddit.com/r/stocks/comments/1ipy9ro/healthcare_looks_weak/ It was very negative. One user tried correcting another on the healthcare industry and got told he works for a scam industry. Seeing such hostility led me to buying some MOH that ended up being the bottom for the stock lol.
To me, your take is valid and right. Yes, debt can be a risk if the individuals cannot afford the costs. The question is, whose risk is that? There are quite many players in healthcare industry and I wager some are insensitive to the payments of individuals. It is easy to figure out who has the power to complete the money transaction. You may check accounts receivable and accounts payable in balance sheet section of annual and quarterly reports. If accounts receivable is stable - it means the company is able to close the deals without any payment problems. It also means the company has negotiation power over its customers. Reverse logic works for accounts payable. Another indicator could be Net margin. The healthcare companies I follow in Drug manufacturers sector typically have more than 20% net income of its revenue (e.g. LNTH, AMPH, ALKS). On the other hand, Healthcare Plan companies (e.g. MOH, CNC, ELV) operate with 3% if lucky. Medical Care facilities (e.g. ADUS, CCRN, OPCH) work for app. 5%. Disclaimer: I only own AMPH and MOH among the mentioned stocks
JPOW: Economy backwards is E-MOH-NO-SEE.
Burry current portfolio Alibaba $BABA - 25.55% $JD.com - 24.08% Shift4 Payments $FOUR - 16.00% Baidu $BIDU - 15.85% Molina Healthcare $MOH - 12.45% Olaplex $OLPX - 2.83% RealReal $REAL - 1.89% American Coastal Insurance $ACIC - 1.36%
A republican sweep is bad for $MOH because of the chance the affordable care act is repelled?
Anyone know why MOH and CNC dipped in premarket? Seemed like such an easy money trade with how UNH, HUM, others in sector reacted to the same news.
MOH up 20%. I expect that from meme stocks not some boring healthcare company. I am going to need some healthcare for that price surge. MOH can help.
Ok will remove my comment. I dont really come to this thread for jokes honestly. Was hoping for a discussion on MOH like people are having with TSLA being up or other stocks.
Im not sure if I should say why MOH is up. It kinda ruins your joke...
You're going to need some healthcare for that price whiplash! MOH can help! Nice hold.
MOH up 23%. I thought its earnings was ok. But guess the market is going they fucked up selling that stock for no reason off ELV earnings.
I been a long term holder of MOH. So I just bought more.
$MOH - Molina Healthcare Maintains FY24 Adjusted EPS Guidance of at Least $23.50, In Line with Consensus of $23.51 - Molina Healthcare reaffirmed its FY24 adjusted earnings per share guidance of at least $23.50, aligning with the consensus estimate of $23.51. - The company expects premium revenue for the full year to remain unchanged at approximately $38 billion, representing a 17% increase compared to FY23. Adjusted EPS for FY24 is projected to grow by approximately 13% over the prior year. Strong performance driven by the Marketplace, operating leverage, and higher net investment income is expected to offset higher-than-anticipated trends in Medicaid and Medicare during the second half of the year. Stock tanked 10-15% off HUM earnings. It announced its own earnings.
What happened? I own MOH and it was flat today. Didn't even know there might have been health care news.
Apparently Burry bought MOH. It is 14% of his portfolio. I'm wondering if that will increase the amount the stock is discussed. I bought MOH heavily in May, June and July of this year. But it seemed like UNH is the more popular stock on the sub.
📰 I've seen some of you guys talk about CLOV, so here's some news: Clover Health adds former Molina Healthcare (MOH) CFO to Board >CLOV announced it has appointed Thomas Tran to the Company's Board of Directors, and as a member of the Audit Committee. >Mr. Tran has over 35 years of financial leadership experience in the healthcare industry and has previously held leadership roles at various prominent managed care companies. Most recently, from February 2022 to June 2023, Mr. Tran served as chief financial officer and as a director of Upstream Care, a value-based physician enablement innovator focused on the Medicare population. From June 2018 to May 2021, he served as chief financial officer of Molina Healthcare (MOH). Mr. Tran earned his Bachelor's degree from Seton Hall University and his Master of Business Administration degree from New York University.
alright guys round 4 lets go ,my biggest bag so far wasn't even mentioned on the list but someone mentioned it in a comment ,someone find us another MOH or POWL ,need to get to a million EOW
Big earnings beat but ratings got downgraded to the depths of hell. Lost around 8k on this gamble but MOH calls and ASTS kinda bailed me out so I’m even. But OP is right, don’t gamble with what you can’t afford to lose.
MOH crushed earnings and is up 16%. Glad I bought that dip. It was hit way harder than UNH, ELV, etc in the sector is probably why it up so much today.
SP500 up 11% in last 6 months. MOH still down 2% over last 6 months, Maybe if it goes up another 40% today you'll be even with the SP500 index on the year? Awful shitco
MOH guy printed this afternoon
!banbet MOH to 310 by the end of the week
Or it just means that SPY today and tech companies are more concentrated, so noone cares much about MOH, so no one buying it for it to rise up. If you looked closely, MOH only rise on SPY red day, or less volatility.
Already recovered from the news. about to break upwards on tomorrow's earnings news. MOH has always beaten analysts projections.
Clov a better play than MOH for the growth
TLDR Buy MOH. Computer go brrrrrrrrrrr
Added to BLDR, KNSL, and MOH. All three are in a pullback. With MOH it seems other health insurance stocks like UNH and ELV recovered MOH still tanking.
I wouldn't bother with an ETF for healthcare. At least for a broad-based one there's a lot of stagnant junk in there, and some I would avoid all together like the biopharma ones. The only sector or thematic ETF I would go for is semiconductors, since the holdings of something like SMH or SOXX are all intertwined. I would just look into some individual names and try to pick out the good stuff. UNH or MOH for insurance, TMO for equipment. MEDP or another CRO gives you indirect exposure to biopharma, or VRTX or NVO for more established companies.
Some S&P 500 gainers today: * ON - On Semiconductor up 3.78% * MOH - Molina Healthcare up 1.89% * PCAR - Paccar Inc up 1.76% * PANW - Palo Alto Networks up 1.43% * TGT - Target up 1.38%
Debating holding MOH calls through earnings
This is happening outside of an earnings report though. I thought it was specific news that took place with the company or ELV, CI, MOH would be down just as much. If the news is UNH specific that makes other companies in sector being dragged down an interesting dip buy. The only drawback is those other companies don't get discussed as much as UNH in these threads.
Is there a reason UNH is down more than other healthcare stocks in sector such as ELV and CI. Or a smaller company like MOH. Is it a company specific issue with UNH? Such as that antitrust probe? Or something else?
Is there a reason UNH is down more than MOH? Or if the discussion of a more popular healthcare stock ELV? Is it that antitrust probe? Or something else?
Hi, I worked on the German cannabis legalization for the past couple years in a business and political function. Couple things: 1. Full-on legalization with licensed shops etc isn't going to happen anytime soon. Reason for that is that it's almost impossible to do it in accord with international law (i.e. the 1979 Single Convention). 2. The current decriminalization in Germany is a huge blow to the cannabis industry, basically a worst-case scenario. Many of them spend hundreds of millions building infrastructure for high quality medical cannabis, expecting that there would be either no legalization at all or a full-on legalization with licensed sales (homegrowing was the biggest no-no just a couple years ago in German politics). Now what they got - because the MOH didn't bother to read the relevant law before promising legalization - is the legalization of home-growing, something they can make exactly zero profit off while it actively eats away at their customer base. Not good. It's true that cannabis companies are super cheap right now. But there's a good reason for that. Prospects aren't exactly good, quite the opposite.
How much exposure does MOH have to managed health? I don't know the sector super well but it stands out for operational quality to me
Added to MOH and KNSL. Got a health care dip which sector wide with MOH. And had been waiting for KNSL to dip and got it.
Health insurance on sale today. Long-term, they're great buys as weight loss drugs make everyone healthier and save on costly diabetes/heart disease/cancer costs. Picking up MOH and CNC as their pharmacy benefits management exposure is lower than the others.
UNH, CVS, and MOH are on my watchlist, etf is probably wiser since I dont know the sector that well
Yea. I wasn't even checking social media no idea why STNE dipped so much on earnings. The report seemed good lol. But thankful for the dip to buy more. Same thing happened with MOH. My healthcare insurance holding. Maybe I missed news or it was a general market pullback but that dipped to the 380s.
Any of else here like MOH?
That’s called glitch, and the ticket was MOH not MoL you regard.
LVMH is not the ticker but the name of the company (full name is actually LVMH Moet Hennessy Louis Vuitton so the names are switched in the acronym). It trades as MC on French exchange, it's also listed as MOH on Frankfurt exchange. It's not listed on US exchanges, LVMUY is OTC ADR. If you don't have access to the French / German exchange, look up [ADRs](https://www.investopedia.com/terms/a/adr.asp) and [OTC trading](https://www.investopedia.com/terms/o/otc.asp). I own ADRs of some companies that are listed on US exchanges, but I'm not sure about OTC ADRs, so look up how much it costs and what are the risks.
>I guess MOH isn't like DIS, ARM, PYPL, UBER where there their earnings are more followed to catch any overreaction that may take place or at least discuss their earnings. FLNC did -13% last night on low volumes and is now +9% on the open market, whoever sold down there in a panic has to feel pretty bad
Up 10% on that MOH dip buy in premarket. That was the easiest dip buy since that quarter BLDR fell to like 10-15% in premarket to $100. I guess MOH isn't like DIS, ARM, PYPL, UBER where there would be more people calling out such an overreaction.
Added to MOH it is down about 5% on its earnings.
$MOH Molina Healthcare Earnings Release - Reported earnings of $4.38 per share,exceeding consensus estimates of $4.31. - Revenue came in at $9.05 billion, significantly above the estimate of $8.37 billion, marking a 10.03% year-over-year increase. - Full-year adjusted EPS was $20.88, up 17% year-over-year, with premium revenue growing 5% to $32.5 billion. - Medical Care Ratio (MCR) for the year remained stable at 88.1%, in line with long-term targets. - Issued full-year 2024 guidance expecting premium revenue of approximately $38 billion and adjusted EPS of at least $23.50. - Ended the year with approximately 5.0 million members, and operating cash flow for 2023 increased significantly to $1.662 billion from $773 million in 2022.
I barely follow HUM. I was just going off why people were saying they bought the CI dip instead of HUM when both tanked a few weeks ago. Hopefully it works out for HUM holders. My main health insurance holding in sector is MOH and they are getting hit hard by this news. So I am buying that.
When I say trouble not saying they are a bad company. I barely follow the company my main holding is MOH. But last I checked HUM was trying to sell their Medicare segment.
Buying more MOH. That HUM earnings could be company specific not sector. Wasn't that the whole reason CI almost acquired them they were in trouble and wanted an out? Or is that CI merger background already forgotten?
Bought some Hershey (HSY), SOFI, Molina Healthcare (MOH) Hershey is an american staple and I feel this current drawdown is simply cylical and global, not really mismanagement on Hershey's part, I think anything sub 200 is a very good deal. As for SOFI I do believe this upcoming earnings will show positive earnings and a big beat, high conviction stock for me personally. As for Molina it's rapidly growing and at ATH, I think it's still a bit undervalued even with how much its grown, recomend you look at forward P/E.
I haven't heard anyone else mention holding MOH on the sub. I guess it is still that situation since you said "used to" so you sold long time ago.
MOH is near all time highs. Shame rest of my portfolio is down 2-7% lol.
I kinda lucked into MOH due to them acquiring my parents health care company. 2 years ago. Plus them getting added to the S&P 500 at same time. Pushed me to do some DD on it and kept wondering why were UNH and CVS the most discussed healthcare insurance stock on the sub. Like you I looked at the numbers and thought it seemed like a solid company. Glad I bought. It has turned out to be a great holding that isn't a tech company.
It was for acquisitions like the BHG deal. When HUM was rumored to sell their Medicare. MOH was actually one of those rumored to be buyers. Instead rumors CI would just buy the entire company of HUM is kinda what made it to the front pages and that was what I saw r/stocks discuss. Likely because CI/HUM tanked a lot that day.
It takes a long time for a stock to catch on. MOH has some impressive numbers too. Mid teens ROIC almost every year. Do you know what they're doing with their free cash? It looks like they stopped buybacks, at least for a little while.
I think people prefer profitable companies with predictable cash flow. Even better if they have positive experience with their products. And use them in their daily life. BHG and OMGA had bankruptcy fears along with other biotech and small cap health care. So I think it more likely you would hear AAPL or MSFT discussed than getting a good DD on a small cap health care to get in before these rallies. I kind wish I shared the BHG info earlier. It was just no one talks about MOH on this sub besides me so thought there wasn't interest.
Bankruptcy fears. Like I said in OP my long term hold is MOH. But BHG would have been a great swing trade late Dec 2023 into 2024. Since social media reaction was they were going to go bankrupt soon due to MOH changing the acquisition price. As an MOH holder I like that they have the power to lower an acquisition price like that. I barely hear that in other deals across the market. Where it was one price for months and then a couple weeks before deal close they go nope I want to pay less.
I kinda regret not buying calls on BHG after MOH renegotiated their sale in mid December. I own MOH and guess the market was pricing in the sale not going through or something last couple weeks of Dec 2023. BHG now up 89% in last 5 trading days.
I know that feeling. I named this ticker in the past but MOH is the least brought up health insurance stock and it ended up outperforming UNH, CVS, ELV, CI, and HUM this year. Which are discussed and in the news more.
It’s my word against anyone’s but I’m looking at Molina healthcare as a long term play (MOH) and HCA Pe are 22 and 13 respectively, so not over priced Lagged the market this year but up 228% past 5 years making it a great buying opportunity (MOH) Same with HCA healthcare which I have made considerable money on so far Total return since inception is 2,542% for MOH making it far more room to grow compared to the main competitors like UNH (373,000). Same with HCA at 759% all time As much ad people dog on American healthcare being a business, they should put their money where their mouth is and profit off it With an aging population, healthcare is here to stay
I been buying healthcare (MOH), reits(CCI, PLD, VICI), CMG and ULTA outside of tech. The tech I do own is none of the megacap tech. I been buying the high fliers from 2021 while they were down in 2023. Like JMIA, DKNG, PLTR, and MELI. I'm honestly not sure if it is ever ok to admit to buying JMIA due to the price it was in 2021 and sentiment on this sub but was doing it in the 2.25-2.75 range this year.
I am heavily invested in tech and took advantage of the unsustainable gains. Some of my most risky positions that I would like to offload are AVGO, NVDA, and PANW Im up about 33% YTD across all accounts but I know that shit isn’t sustainable. I work in tech so I know what’s hot and understand the products. My second is healthcare. Lately I’ve been looking at VRTX, MOH, and just plain old buying the S&P
https://www.reddit.com/r/wallstreetbets/s/fQ8R1MOH2q called it 34 mins ago
[Cigna explores shedding Medicare Advantage business](https://www.reuters.com/markets/deals/cigna-explores-shedding-medicare-advantage-business-sources-2023-11-06/) HUM, CNC, MOH are likely candidates to acquire it from CI if such a sale took place.
Healthcare stocks such as HUM, CNC, MOH, and CVS are up. The first three don't discussed much but are a part of the SP 500.
I agree. I own MOH and there was limited discussion on their earnings on this sub. It surpassed my expectations. And then the next day tanked 10% in the first 5 minutes of the market open. No discussion I just bought that dip and it worked out. Stock fully recovered from whatever that was yesterday at the open that caused the 10% drop in 5 minutes.
That flash crash on MOH yesterday was so random. No idea what caused it. Its earnings didn't seem bad at a first glance. Stock is back to where it was before earnings like that random dip didn't happen.
don't know anything about MOH but dabbles in health insurance so its probably fine lol. I bought UNH back when it was sold heavy and gonna hold for a long time
I also bought MOH. You want to discuss that?
Bought MOH, SE, and DKNG on their dips.
Molina Healthcare $MOH #Earnings: - Q3 Non-GAAP EPS of $5.05 beats by $0.18. - Revenue of $8.55B (+7.8% Y/Y) beats by $330M. -The Company affirms its full-year 2023 adjusted earnings guidance of at least $20.75 per diluted share, an increase of 16% year over year.
MOH beat earnings and not much movement up or down. I guess that what happens when you own a stock with high institutional ownership. Plus focus is on other stocks earnings not MOH.
Was their any healthcare news this morning? UNH, ELV, MOH, etc all seem to have a v shape with bottom around 10am.
It is easier to attack someone else stock picks than come up with a stock pick outside of megacap tech. Like I was talking about buying MOH for months while it was under $300. I built out my position in the $270-$285 range. But kinda stopped mentioning it since not many other people want to discuss such a stock. If I had brought up UNH, LLY, or even CVS than maybe I could spark a healthcare stock discussion.
“Pretty soon I was running all by myself, which was a bad thing. My best good friend bubba was missing so I had to find him. I saw this boy laying there scared and hurt so I picked him up and ran him out of there.” Forest Gump acct of Vietnam, the day of his MOH actions.
I didn't know WBD and WPC became groupthink stocks. Whenever I talked about buying it WBD this sub the response was it has a lot of debt and streaming isn't profitable. I barely heard anyone talk about WPC as well on this sub. I buy other stocks but I have to remember if it is too obscure or not exicting enough it wont spark a discussion. Like with healthcare I been buying MOH. That isn't the exciting healthcare stock UNH, LLY, CVS or PFE are the ones that spark discussions for that sector. Even ELV Flies under the radar on this sub despite being a quality company as well.
That is the benefit of having a diversified portfolio. All my eggs aren't in the MPW basket so it tanking isn't hurting me much. I started buying a healthcare stock in MOH earlier this year around$270 and complete opposite of MPW. Not much discussion or even news about it compared to CVS, UNH, LLY, and others in sector. So it is an interesting dynamic to to have MPW constant discussion from short sellers. To MOH limited bearish or even bullish comments. When it reports earnings stock doesn't even move lol. But will take those silent gains.
Nope. Im trying to find a balance between stocks that are down. And stocks that people are willing to discuss it tough. Like I own MOH. Had a great day today. Never mentioned on this sub. It just not likely to spark a discussion like UNH or LLY would. And LLY is near a 52 week high so some might say that isn't a deal.