Shares of UnitedHealth are up almost 22% so far in 2015 and with all that’s going on in the insurance industry, they have the potential to go up much more, said Eric Schoenstein, portfolio manager for the Jensen Quality Value fund. ‘Obamacare and, more importantly, the whole exchange playing field is going to be something that they can benefit from simply because of their size and scale and because of the kind of cash flow that they can produce and reinvest into making sure those are the best opportunities for health care consumers,’ said Schoenstein. The Jensen Quality Value Fund is down almost 2% year-to-date and sports a trailing twelve month yield of 1%, according to fund-tracker Morningstar. Shares of Pepsi are up almost 5% thus far in 2015 compared to its nemesis Coca Cola which has seen its stock fall nearly 1%. ‘There has been a lot of talk about quality being something that people are looking at, but it’s been a defensive characteristic,’ said Schoenstein. ‘The reality is that Pepsi is still a pretty good growth company and the combination of that growth and the quality or value idea makes it a pretty attractive opportunity for the foreseeable future.’
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