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Companies & Stocks

  • UnitedHealth Group rallied 6.4% Friday and points up another several percent this morning. It’s down 42% year to date. United is the 3rd largest US company by revenues.
  • The 5 largest US companies by revenues are Walmart, Amazon, UnitedHealth, Apple and CVS.
  • Walmart is up nearly 9% YTD. Amazing strength in this company over a very long time period. The company is largely located in red states and is having a small tiff with President Trump as it tries to discuss the impact of tariffs to its stockholders. As firms navigate the President, they are often between a rock and a hard place.
  • Doximity dropped 10% Friday despite outstanding results. This was due to Doximity projecting slower growth going forward. The stock is essentially flat YTD. It reported a great year in revenues and profits.

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