Humana: An Ultra SWAN With A $1.3 Trillion Growth Opportunity

Written by Summary Value-based care, in which compensation is tied to good outcomes, is the new gold standard for health care. This is a highly recession-resistant business with industry leading care and 20% higher margins. As part of the fast dividend growth part of your portfolio, Humana is a potential rich retirement dream stock. This idea was discussed in more depth with members of my private investing community, iREIT on Alpha. Learn More » jetcityimage This article was co-produced with Dividend Sensei. A recession is highly likely in 2023. How likely? The bond market thinks we have a 100% probability of recession starting by July. A January survey by Ernst & Young of 1,200 CEOs found that 98% expect a recession this year. The FactSet consensus is that we’re in a mild six-month recession right now, and the Bloomberg consensus is that a mild recession begins in Q2 and lasts two quarters. 0% overall growth in 2023 the mildest recession in US history the previous mildest was 2001’s -0.4% growth year. That’s the good news. The bad news is that historically economists almost always underestimate recessions, so it’s possibly that negative growth this year could be worse. But guess […]

You may also like...