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UnitedHealth: Our Top Long Idea For 2024 (NYSE:UNH)

UnitedHealth: Our Top Long Idea For 2024 (NYSE:UNH)
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Federal reserveOptum healthLong ideaPharmacy benefit managementCare coordinationData analytics

Vishay Intertechnology: Chips Ahoy

The need for domestic semiconductor manufacturing is evident and this stock presents quality risk/reward in the current landscape.

United statesFirst trust nasdaq semiconductorGlobal semiconductor market valueSp technology dividend aristocratsVishay intertechnologyVishay intertechnology incCap value fundOlstein strategic opportunities fundCap special equity fundLong ideaGeneral electricBusiness segmentsName of theInfrastructure actZombie stockSales projection

HCA Healthcare: Rx For Success

Today, the company’s earnings continue to beat expectations and management is revising revenue and earnings upwards for 2023.

Health servicesTenet healthcareLong ideaReward basedFacility admissions risingCash flowEncompass healthUniversal healthTrailing twelve monthsLabor is still scarceHave upsideCould go at leastHca healthcare incTtm nopat

HCA Healthcare: Rx For Success

HCA Healthcare: Rx For Success
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Long idea

Buy It For Parts

I’ll show why ORLY still offers attractive risk/reward and how the stock could be worth at least $1,091/share today

United statesEnergy information administrationOreilly automotiveOreilly automotive incO reilly automotive incLong ideaReward basedVehicles will drive demandUnited states light duty vehicle demandMiles traveled continueVehicle miles traveledMarket shareO reilly automotive market shareLook cheapPackaging corporation of america