Molina Healthcare Positioned for Cyclical Upside

21 days ago

Nora Melinda

"Yes, looking at shares of Molina Healthcare. This has been a stock that's been hanging as the best performing stock in the S&P 500. I mean, I guess it's also important to point out that it's low trading activity right now, but we've been keeping our eyes on this name nonetheless. Uh, ticker Mo, we're seeing shares up as much as 4.8%. Now, it's up about 3.3%. But this is after Michael Bur, who people still maintain their eyes on. Uh, he made a Substack post that essentially was highlighting the company's record of strong expense ratios and underwriting results. Also praising the company's acquisition strategy. So this is just interesting as Michael Bur is essentially saying that this company is best positioned to emerge stronger as a cycle turns in relation to its competitors here at Carol and still somebody that everybody reads and takes very very seriously as as they should."

The commentary highlights Molina Healthcare's strong performance and solid fundamentals, including low expense ratios and effective acquisition strategy, as noted by Michael Bur. The stock is considered well positioned to benefit from an upcoming cycle turnaround.

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