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Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?
Insider Monkey3d agobullish
Centene Corp. (CNC) Soared 98.8% in Q2: What Drove the Massive Gain?

Kopernik Global Investors recently released its “Global All-Cap Fund” second-quarter 2026 investor letter. A copy of the letter can be downloaded here. The fund faced a difficult investment environment in the second quarter of 2026, as momentum-driven markets and soaring semiconductor stocks sharply favored growth-oriented equities over the fund’s value-focused approach. Class I shares declined 6.60% […]

Should You Buy UNH Stock Because Its Cash Runs Ahead Of Its Profit?
Trefis10d agobullish
Should You Buy UNH Stock Because Its Cash Runs Ahead Of Its Profit?

UnitedHealth (UNH) has spent the past year repairing margins rather than chasing growth. The shares rebounded well ahead of any actual margin recovery: up about 38% over the past six months, though down about 6% over the past three, and still behind the S&P 500 over the past twelve months, 12.2% for the stock against 18.6% for the index. What argues for owning them now shows up in cash running ahead of reported profit.

Is Humana Stock Outperforming the Dow?
Barchart15d agobullish
Is Humana Stock Outperforming the Dow?

Humana has outperformed the broader Dow Jones index over the past year. Moreover, Wall Street analysts remain moderately optimistic about its prospects.