[GUEST ACCESS MODE: Data is scrambled or limited to provide examples. Make requests using your API key to unlock full data. Check https://lunarcrush.ai/auth for authentication information.]  Kris Patel 🇺🇸 [@KrisPatel99](/creator/twitter/KrisPatel99) on x 28.6K followers Created: 2025-07-20 20:07:23 UTC $UNH Here’s an idea I’m not sure anyone is really talking about… If you’re a company with a lot of cash and short term investments on the balance sheet, predictable cash flows and trading at below historically low PE ratios, what’s the best way to return value to shareholders long term? Share repurchases… if your stock is trading below XX PE, you’re better off buying back shares instead of stacking cash and generating interest income that yields 4%. If you’re trading at WAY below XX PE and interest rates drop next year by 100bps-150bps that cash on the balance sheet will be used for a huge share purchase program. Also long term, buy reducing share-count… you’re also reducing the cost of supporting the dividend. At the current div yield of 3%+ with a grow rate of about 10%+, in X years from now that yield will be closer to X% on today’s cost.  XXXXXX engagements  **Related Topics** [stocks](/topic/stocks) [balance sheet](/topic/balance-sheet) [$unh](/topic/$unh) [stocks healthcare](/topic/stocks-healthcare) [Post Link](https://x.com/KrisPatel99/status/1947025564839387425)
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Kris Patel 🇺🇸 @KrisPatel99 on x 28.6K followers
Created: 2025-07-20 20:07:23 UTC
$UNH
Here’s an idea I’m not sure anyone is really talking about…
If you’re a company with a lot of cash and short term investments on the balance sheet, predictable cash flows and trading at below historically low PE ratios, what’s the best way to return value to shareholders long term?
Share repurchases… if your stock is trading below XX PE, you’re better off buying back shares instead of stacking cash and generating interest income that yields 4%. If you’re trading at WAY below XX PE and interest rates drop next year by 100bps-150bps that cash on the balance sheet will be used for a huge share purchase program.
Also long term, buy reducing share-count… you’re also reducing the cost of supporting the dividend. At the current div yield of 3%+ with a grow rate of about 10%+, in X years from now that yield will be closer to X% on today’s cost.
XXXXXX engagements
Related Topics stocks balance sheet $unh stocks healthcare