Curious to hear which of the two you would choose to hold long term?
I’ve been eyeing on HC stocks as they continue to decline, and am looking to enter long term positions. UNH’s earnings Friday can be a good time as it will give us a sense of direction where HC is headed to.
While UNH has been a more consistent performer and CVS has been accepting more debt in time of high interest, CVS also has much lower PE and a higher dividend which makes the decision more difficult. Which would you go with? I’d like to pick one instead of buying both as I prefer concentrated investing.
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