CNC
Centene Corporation
stock NYSE

Personally I prefer ELV followed by UNH and CNC last.
CNC is value play or value trap right now. If CNC can hit their number targets and become profitable by 2026 as they are predicting, it’s a good opportunity right now to buy. I personally would like to see insiders of CNC to buy their own shares to help boost shareholder confidence (after their black out period). They bought last November at $60 per share and if they aren’t buying next week at sub $30 then this will raise a huge red flag for me. Also another thing was that they aren’t expecting any stock buybacks for the remainder of 2025. Could this also be a red flag as are they trying to preserve cash in case things go further south?

Got my eye on CNC and ASML. Already in a few the same as you, sofi, shopify, amd

UNH, ELV and CNC. Sector rotation from overvalued to undervalued stocks.

CNC?

CNC calls all day. Medicaid cuts don’t start until after midterms.

UNH
Altough CNC at these valuations looks attractive.. wall street priced them like they'll declare chapter 11 tomorrow.

YOLO update will be sometime after $UNH earnings on July 29th.
For some updates over the last week: sold out of healthcare before $MOH earnings. Bought some puts on healthcare that I held through $CNC earnings that were absolutely terrible. Despite the worst earnings yet by far, $CNC kicked off a healthcare stock rally. Ate loss on puts that canceled out the gain from selling pre-$MOH earnings. Now back to long healthcare stocks on the theory it bottomed on the bad news. No one is going to have a worse earnings report than $CNC just did.
I expect $UNH earnings to kick off a further healthcare stock rally. $UNH earnings won't be good - but they won't be $CNC levels of bad and the market now seems to be on the "2026 margin recovery" train today. Could be wrong on this prediction but it is the only thing that makes the full $CNC reversal (along with all other healthcare tickers going from red premarket to quite green) make sense.

What bout CNC

I believe it's closer to the bottom than not. I was buying yesterday at 27.02 and premarket today at 22.99 for an average of 24.85. There a very tiny chance of tanking down further to $14-18 range. Either way, I'm ready for $22 to be the bottom or buy more if there's further downside. CNC could become a multi-bagger at these bargain prices.

It has been a crazy day for Centene , I can only assume big money has been moving the stock 52m Volume today while the average is 10 million.
Bit crazy to have a -14% pre market after earnings release then go back up 8% pre market still after conference call.
Definitely not retail money been moving the stock rather hedge fund money is my guess.
20%+ movement in a day down and up is kind of penny stock category but it is a very volatile market now.
Anyway I am long on CNC next week UNH earnings probably another miss.
We will see where the sector goes from here.
Over the long term these companies will do well.

Missed buying CNC at $22.50.

Uhm, CNC is +5% after earnings, your point is?

Mass short on CNC. Looking good after that conference call today

That was what people thought going into CNC this morning … throw in fraud investigations and I guess we’ll see

Another day another CNC put contract
SOLD 1 CNC Aug01'25 27 PUT @ 0.33 naked

Bullish reversal on CNC

UNH, CNC, MOH all erased 6 years of gains in less than a week, and folks here are like yeah I like the stock? Fuck healthcare stocks.

CNC calls printinggg 🤑🤑🤑🤑

Damn! Why? There’s so many other quality stocks out there. CNC is a great buying opportunity at the current price!

CNC back to 75