Warren Buffett Investment Company, Berkshire HathawaySitting about 340 billion dollars in cash now. Therefore, we can see the legendary stock market investor who does a large trade before retiring at the end of the year.

Now, there is no guarantee that it will put this money for work, of course. But here is a look at S & P 500 The arrows I think are suitable for the Pavite template.

This is the S&P 500 arrow has turned

The arrow that I want to highlight today is United (NYSE: U), the largest health insurance company in the United States (and the world).

Listed New York Stock ExchangeHe is currently trading for $ 241. This is less than 50 % less than the level that was trading at the beginning of the year.

High quality company for sale

Why do I think Pavit should be interested in this stock? Well, there are some reasons.

For a start, we know that Pavite loves insurance companies (it’s in the “efficiency circle”). Over the decades, invest in many different insurance companies including GEICO, General Re, Chubb and Alghany. It should be noted here that he already owns united High ‘shares in the past (for about three years between 2006 and 2009). So I imagine that he knows this company well.

Second, we know that he loves to invest in high -quality, non -reconciliation companies and provide value. This is what we have here. In the long run, this insurance company produced a huge amount of wealth for investors, thanks to its high return on stocks (average five years of 24 %) and a strong public budget. However, this year it faced some challenges and the price of its share has decreased dramatically, leaving the stock rate to the profits (P/E) by only 13.5.

Third, he can buy a large share in the company. Currently, United Health has the maximum market of $ 218 billion. This is less than the value of money on Berkshire books. Therefore, he can buy the entire company if he wants to become the employer (he loves Buffett thinking as a business owner and not as a speculator of the stock market).

Short -term challenges

It should be noted that Buffett has not given any indication of attention to buying it and I just expect. In addition, it may be postponed through the challenges faced by the insurance company now. This year, the 2025 profit directions have reduced on several occasions due to high demand for health care, increased medical costs, optimal insurance prices, and some other issues. These issues can continue in the short term. In order for the arrow to refresh, the administration will have to prove that it is above it.

Looking at the long -term record of this company and the current evaluation, I will not be surprised if we suddenly hear that Pavite would have received a segment of this work in the coming months. I see a high -quality company trading at a reasonable price and I think the stock is worth looking today.

I will confirm that I do not say that he will buy shares. But I think it has a lot of things that he is looking for in investment.