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SSKILLZ1

07/17/25 4:00 PM

#125257 RE: researcher59 #125255

Researcher59, (When it comes to healthcare insurers I agree with you CNC quarter I thought was an outrageous disaster. elv wasn't very good, but considering the pressure it was under already a little surprised it sold off this much today. But I thought it was dead money to slightly down didn't expect the stock to selloff $45 or so from where I sold premarket. Much worse selloff than I thought. CI has held up better and shouldn't have the exposure on CNC and ELV, based on what they own, having said that no way I'm gonna take a chance on the sector right now after all the duds we have seen.

As for healthcare I think the sector is very attractive in some parts, but yes we have loss the health insurance stocks that is for sure right now. Time will tell I continue to believe in the healthcare sector. time will tell. All is just my opinion, and I could always be wrong though.
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bbotcs

07/17/25 4:07 PM

#125259 RE: researcher59 #125255

r59: CCL, etc.
Have U noticed the move CCL has made in the past year? It seems to have hit a resistance in the $29's. I have not studied the charts of the cruise-line stocks, but my guess is that Fall would be a good time to sell after the companies have announced the extent of their bookings.