What Caused Humana's Shocking Earnings Miss? | FAST Graphs

In this video Chuck Carnevale, Co-Founder of FAST Graphs will go over Humana.
Humana missed estimates dramatically for the 4th quarter of last year and analysts have now cut their forecast for 2024 virtually in half, what could have happened to this well managed healthcare company? Watch this video to find out.

In this video, Chuck will also cover UnitedHealth Group (UNH), Centene Corp. (CNC), Elevance Health (ELV).

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Disclaimer: FAST Graphs is a tool designed to reveal and present information related to financial data and investment metrics. It is not intended to provide specific advice or recommendations. Instead, it offers a comprehensive view of relevant data, empowering users to make informed decisions based on their own analysis. It's your first step to a more comprehensive research and due diligence process. In short, it is a tool to think with. The opinions in this video are for informational and educational purposes only and should not be construed as a recommendation to buy or sell the stocks mentioned.

Time Codes:
0:00 - Introduction by Chuck Carnevale
1:53 - UnitedHealth (UNH)
4:36 - Centene Corp (CNC)
5:12- Elevance Health (ELV)
6:11 - Humana (HUM)
15:15 - Concluding Remarks by Chuck Carnevale

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[vrotate]

Valuation matters, and it matters a lot.

[Oldman]

Thank you for your brilliant assessment especially using UNH and Elevance for comparisons.

[rosalieroku]

Another excellent investment analysis. Thank you.
If you want a quirky subscriber request, how about Wildfires and Electric Utilities?
$PCG California 2017
$HE Hawaii 2023
$XEL Texas 2024?
Seems like there should be an investing lesson in there somewhere.

[leswhynin]

Thanks, Chuck. Great take on the sector. Humana's earnings miss may have created opportunities with other companies in the sector. I am long Centene.

[cwilson]

Thanks Chuck! Learning a lot with each and every video 🤝

[Orangejulius]

Lucky for me, I've been a believer in ELV and CNC for the past year since both were out of favor and had much lower valuations. They've outperformed their peers, CNC significantly so. I still think CNC has farther to run since they're well below their mean P/E, while ELV is at fair value. UNH has been expensive for a long time, but is finally looking interesting. HUM's massive miss and downward guidance was a red flag for me. Management made some serious mistakes, so they're in the doghouse until they prove they can improve. I wouldn't fault someone investing in HUM today, but the peers appear to be doing a better job navigating the current healthcare environment.

[florin]

HI. is here a problem with platform? from two days it does not load login page. not in win desktop web page or Ipad

[MrTrusttube]

@FASTgraphs - Assume you had invested in this stock in 2020 when it was fairly valued. Would you use a strategy to prevent a huge drop as the one seen in 2024, e.g. a trailing stop-loss, or is that a total no-go in your opinion?

[janosik]

The Humana stock is down because Management at Humans cares about the people and have good affordable plans. They were actually awarded because of good plans... But stock market hates it... More Profits!!