Latest news with #ValeriPotapova
Yahoo
5 days ago
- Business
- Yahoo
RBC Capital Raises PT on Mastercard Incorporated (MA) to $656; Maintains ‘Outperform' Rating
With a significant presence in Warren Buffett's portfolio and strong hedge fund interest, Mastercard Incorporated (NYSE:MA) secures a spot on our list of the 14 Best Warren Buffett Stocks to Invest in. Valeri Potapova / On August 1, 2025, RBC Capital raised its price target on Mastercard Incorporated (NYSE:MA) from $650 to $656, maintaining an 'Outperform' rating. The price revision follows the company's better-than-expected quarterly results. The quarterly results were also marked by guidance increase for the full year. The analyst believes Mastercard Incorporated (NYSE:MA)'s business trends remained stable through the quarter and into July. Accordingly, consumer spending is expected to remain resilient for the rest of the year. Thus, RBC Capital expects upside potential as the company's growth drivers remain intact and execution remains strong. Operating in the U.S. and the rest of the world, Mastercard Incorporated (NYSE:MA) offers transaction processing and other payment-related products and services. It is included in our list of the best Warren Buffett stocks. While we acknowledge the potential of MA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best AI Stocks to Buy Under $3 and Bill Ackman Stock Portfolio: Top 10 Stock Picks. Disclosure: None. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Yahoo
6 days ago
- Business
- Yahoo
RBC Capital Raises PT on Mastercard Incorporated (MA) to $656; Maintains ‘Outperform' Rating
With a significant presence in Warren Buffett's portfolio and strong hedge fund interest, Mastercard Incorporated (NYSE:MA) secures a spot on our list of the 14 Best Warren Buffett Stocks to Invest in. Valeri Potapova / On August 1, 2025, RBC Capital raised its price target on Mastercard Incorporated (NYSE:MA) from $650 to $656, maintaining an 'Outperform' rating. The price revision follows the company's better-than-expected quarterly results. The quarterly results were also marked by guidance increase for the full year. The analyst believes Mastercard Incorporated (NYSE:MA)'s business trends remained stable through the quarter and into July. Accordingly, consumer spending is expected to remain resilient for the rest of the year. Thus, RBC Capital expects upside potential as the company's growth drivers remain intact and execution remains strong. Operating in the U.S. and the rest of the world, Mastercard Incorporated (NYSE:MA) offers transaction processing and other payment-related products and services. It is included in our list of the best Warren Buffett stocks. While we acknowledge the potential of MA as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the best short-term AI stock. READ NEXT: 10 Best AI Stocks to Buy Under $3 and Bill Ackman Stock Portfolio: Top 10 Stock Picks. Disclosure: None.
Yahoo
15-04-2025
- Business
- Yahoo
UnitedHealth Group Incorporated (UNH): A Bull Case Theory
We came across a bullish thesis on UnitedHealth Group Incorporated (UNH) on Substack by Oguz Erkan. In this article, we will summarize the bulls' thesis on UNH. UnitedHealth Group Incorporated (UNH)'s share was trading at $587.06 as of April 14th. UNH's trailing and forward P/E were 37.85 and 19.72 respectively according to Yahoo Finance. Valeri Potapova/ UnitedHealth Group stands as a powerful compounder in the healthcare space, benefiting from the defensive nature of health insurance—a category of spending that consumers prioritize even during economic downturns. In uncertain times, discretionary expenses like tech upgrades, dining out, and travel are often the first to go, but health insurance remains untouchable due to the catastrophic financial consequences of going uninsured. This dynamic gives health insurers, especially UnitedHealth, exceptional pricing power, allowing them to pass on rising costs without losing customers. UnitedHealth's dominance is underpinned by its vertical integration, particularly through its health services arm, Optum, which continues to grow at a healthy clip above 10% annually. Despite recent concerns sparked by the tragic death of its insurance CEO and skepticism voiced by Bill Ackman regarding profitability, the company's fundamentals remain unshaken. These events created temporary dislocations in the stock, which long-term believers used as buying opportunities. UnitedHealth's revenue has compounded at 11% annually over the past five years, and despite modest net profit and return on equity margins at 5%, the consistency and resilience of its business model position it as a reliable performer in all market conditions. Its forward P/E of 20 reflects a fair valuation, especially considering the current environment. The stock has already gained 22% year-to-date, outperforming a declining S&P 500, and still presents a compelling opportunity for investors—particularly on any dip below the $550 level. For those seeking tariff-proof exposure with strong cost-passing capabilities and a resilient growth engine, UnitedHealth remains a top-tier choice. The combination of its indispensable service, stable financials, and strategic integration make it a long-term winner, regardless of market cycles. UnitedHealth Group Incorporated (UNH) is on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 150 hedge fund portfolios held UNH at the end of the fourth quarter which was 112 in the previous quarter. While we acknowledge the risk and potential of UNH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than UNH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
Yahoo
30-01-2025
- Business
- Yahoo
Molina Healthcare, Inc. (MOH): A Bull Case Theory
We came across a bullish thesis on Molina Healthcare, Inc. (MOH) on Long-Term Pick's Substack by Dan. In this article, we will summarize the bulls' thesis on MOH. Molina Healthcare, Inc. (MOH)'s share was trading at $304.28 as of Jan 29th. MOH's trailing and forward P/E were 15.48 and 11.71 respectively according to Yahoo Finance. Valeri Potapova/ Molina Healthcare (MOH) presents a compelling investment opportunity as the company is positioned for significant growth, particularly within the low-income populations it serves. One of Molina's key recent developments is the award of a new Medicaid managed care contract in Florida, which began in January 2025. This contract, which will run until 2030, expands Molina's footprint by covering approximately 90,000 Medicaid beneficiaries in Miami-Dade and Monroe counties, strengthening its presence in the state's Medicaid market. Additionally, Molina received a notice of intent to award a contract from the Wisconsin Department of Health Services, slated to start in January 2025. This two-year contract, with options for extensions, further enhances Molina's service offerings in the region. The company has also secured significant contracts in Michigan and Idaho to serve dual-eligible populations—those enrolled in both Medicare and Medicaid. These contracts, set to begin in 2026, represent a substantial membership growth opportunity, positioning Molina to capitalize on a rapidly growing segment. Molina's commitment to improving healthcare quality is evident in its quality improvement initiative, launched in collaboration with the California Medical Association's Physician Services Organization. This program aims to enhance Medi-Cal healthcare in the Inland Empire over the next two years by providing physicians with valuable resources and support. Furthermore, Molina completed a $750 million senior notes offering, with a 6.25% interest rate, to fund debt repayment and capital expenditures, strengthening its financial position. Despite these positive developments, Molina's expanding reach and strategic contract wins are not yet fully reflected in its valuation. With significant growth potential in the Medicaid and dual-eligible markets, and a continued focus on healthcare quality, Molina Healthcare offers substantial upside for long-term investors. The company's strong positioning and ongoing contract acquisitions make it an attractive investment with a fair price of $386.90, highlighting significant upside potential as it continues to expand its footprint in key markets. Molina Healthcare, Inc. (MOH) is not on our list of the 30 Most Popular Stocks Among Hedge Funds. As per our database, 37 hedge fund portfolios held MOH at the end of the third quarter which was 45 in the previous quarter. While we acknowledge the risk and potential of MOH as an investment, our conviction lies in the belief that some AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is more promising than MOH but that trades at less than 5 times its earnings, check out our report about the cheapest AI stock. READ NEXT: 8 Best Wide Moat Stocks to Buy Now and 30 Most Important AI Stocks According to BlackRock. Disclosure: None. This article was originally published at Insider Monkey. Sign in to access your portfolio
