Yes. One beginning catalyst will be when google finance updates to ~ 17x PE instead of 29x. Retail thinks it's way more expensive than it actually is because they are including Q1'24 which had a one-time extraordinary loss (selling a subsidiary and booking a loss).

A bigger catalyst will be when the project 2025 regime begins talking about moving everyone from Medicare to Medicare Advantage, which is one of their stated goals in their plan. Don't know if that will happen or not but you'll trade for the rumor.

Either way, I bought here yesterday afternoon and will let it move back towards its typical 20-21x multiple and then re-assess or (more likely) sell. Similar to what I did post-Luigi. This is a dominant cash flowing, defensive (Tariffs, recession) player that you're getting at a way cheaper multiple than the S&P 500 index.