Wednesday, October 7, 2009

experiment with value: UNH

Just as an experiment I have bought 1000 UNH for my managed account at 24.77

I did a DCF analysis and my margin of safety is around 48% supposedly.  I know Warren Buffet owns this.  And finally, the chart says this has come around for a new swing.

So I'm just going to forget about it for 6 months and see if it pans out.   In general, it looks like a piece of crap company.  Value?  yes.   But the story is horrible, as all health insurance companies are these days.

No comments: