4.17.2006

TECH / FUNDY/LONG TERM - UNH



Jeff Saut of Minyanville.com and Raymond James, mentioned this morning that his healthcare analyst, John Ransom, said "Healthcare is on sale and United Healthcare (UNH) is probably as good a name as any."

Homework on UNH indicates that it trades at about 15/16x next years earnings estimate of $3.4. Revenues are growing at 14% and earnings at 16%. The stock is now down about 25% from its December highs.