In short: Named with UnitedHealth ("the Signas") as the managed-care names that "put major lows in late last year early this year" — the move Verrone says he missed by being "too dogmatic." Bottomed, but behind pharma/biotech in his leadership ranking.
Cigna is the other big managed-care name in the same call — insurance plus a very large pharmacy-benefit business that sits between drug makers and employers. It is grouped with UnitedHealth as having "put major lows in late last year early this year."
Same caveat as UNH: bottomed, yes; the leadership, no. And the same political overhang, since the pharmacy-benefit business is precisely the middleman role populist politics of both parties keeps targeting.
41:07So if I'm going to rate defensives, health care comes at the top of that pile. Staples probably still near the bottom. You are getting very fast. How's health insurance? These put major lows in. I missed it. They put major lows in late last year early this year. The UNH's of the world, the Signas.
Nothing matches this filter.
Verbatim excerpts from the public transcripts (auto-pulled at each mention's timestamp, lightly cleaned). Timestamps link into the video; "source page" opens that commentator's full analysis at this row. Click a mention's header line to expand it (one open at a time). For personal study — not investment advice.