Congress bought and sold stocks in May, raising no red flags but highlighting opportunities in the tech sector, including critical semiconductor companies.
Not all profitable companies are built to last - some rely on outdated models or unsustainable advantages.
Just because a business is in the green today doesn’t mean it will thrive tomorrow.
Sometimes good stocks suffer from bad news that pressures their stock prices lower; the takeaway is that good stocks are solid buys when their prices are low.
UnitedHealth began 2025 with a sharp divergence between underlying business growth and overall performance, prompting a significant negative market reaction. Management attributed the quarter’s shortfall mainly to a faster-than-expected rise in care activity within its Medicare Advantage segment and unforeseen changes in member profiles at Optum Health. CEO Andrew Witty described the results as “unusual and unacceptable,” highlighting that more frequent physician and outpatient visits—especially among group retirees facing premium hikes—drove costs higher than anticipated. Additionally, complexity in adapting to new CMS risk model changes hampered operational execution and revenue recognition.
Abbott Laboratories has had an impressive run over the past six months. While the S&P 500 has been flat, the stock has returned 17.8% and now trades at $133.43. This performance may have investors wondering how to approach the situation.
The draft Senate bill introduces stricter work requirements and funding curbs for Medicaid, while shelving proposed Medicare cuts that could have impacted major insurers.
Several major large-cap stocks, each with a market capitalization of over $30 billion, have recently announced notable increases to their quarterly dividends. These updates, aligned with recent shareholder meetings and strategic decisions, reflect efforts to enhance shareholder value and demonstrate financial strength.
