Looking at $Unitedhealth(UNH.US) from a broader perspective, it actually represents the core of the US healthcare payment system. Recently, the market has been concerned about the recovery of healthcare utilization, drug price negotiations, and government scrutiny, but these are all long-term variables. What's truly worth watching is Optum Health's continued expansion of its physician network and data services; these areas have higher profit margins and are closer to a platform model. Many long-term investors view $Unitedhealth(UNH.US) as a healthcare version of "infrastructure," and its volatility presents a window for dollar-cost averaging.
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