Calls
4
Michael Ha
Senior Research Analyst, Baird
Win Rate
50.0%
return
+11.2%
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Ticker
Side
Mentions
First Call
Call Price
P&L
Thesis
Theme
Source
Long
Apr 15
$20.92
-1.5%
Alignment Health is the best health plan in the country and is well-positioned compared to others, making it a top pick.
Healthcare Services
Long
Apr 15
$75.04
+43.2%
CVS Health's issues are more cyclical than structural; its Aetna insurance business and other assets are solid, and earnings power can grow from $7 to $10 EPS, making it attractive.
Healthcare Services
Long
Jul 16
$386.48
+3.5%
Healthcare cost trends are declining significantly, prompting a shift from hospitals to managed care insurers. UnitedHealth's Q2 earnings cleared a key underwriting hurdle, improving near-term visibility, and Medicare Advantage margins are improving. He recommends focusing on Medicare Advantage plans with pure earnings power: UnitedHealth, CVS, Alignment Health, Humana.
Healthcare Services
Long
Jul 16
$427.26
-0.3%
Healthcare cost trends are declining significantly, prompting a shift from hospitals to managed care insurers. UnitedHealth's Q2 earnings cleared a key underwriting hurdle, improving near-term visibility, and Medicare Advantage margins are improving. He recommends focusing on Medicare Advantage plans with pure earnings power: UnitedHealth, CVS, Alignment Health, Humana.
Healthcare Services
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Michael Ha has 4 trade ideas tracked on Buzzberg across 4 tickers since April 2026. Most covered: CVS, ALHC, UNH.
