Michael Burry's Latest Buys Include a 6.66% Yielding Pharma Giant and an Oil Stock Up 46% This Year. Here Is Why

Pfizer, Molina Healthcare, and Halliburton trade at defensive, cash-generative valuations. Pfizer is positioned as a low-beta pharma company with a forward P/E of 9 versus a trailing P/E of 20, alongside a 6.66% dividend yield. Non-COVID portfolio growth reached 9% operationally in Q4 2025, and management highlighted about 20 pivotal trial starts, including obesity assets from the Metsera acquisition. Molina Healthcare is a Medicaid-focused managed care operator, with 2026 framed as a trough year for Medicaid industry margins and embedded earnings targeted to exceed $11.00 per share from 2027 through 2029 as contracts mature. Halliburton benefits from oilfield services exposure tied to crude price recovery.

"Pfizer ( NYSE:PFE | PFE Price Prediction) at $25.75, Molina Healthcare ( NYSE:MOH) at $186.80, and Halliburton ( NYSE:HAL) at $41.29 trade at defensive, cash-generative valuations. Michael Burry purchased these shares for their real earnings and margin stability, and with inflation still pressuring margins across the market, names that generate cash, hold pricing power, and trade at sober multiples carry a structural edge."

"Pfizer trades at a forward P/E of 9 against a trailing P/E of 20, with the gap reflecting analyst expectations for earnings expansion as the COVID drag fades. The 6.66% dividend yield is rare among large-cap pharma, and the 0.305 beta puts Pfizer among the least volatile names in the S&P 500. The non-COVID portfolio grew 9% operationally in Q4 2025, and management has flagged roughly 20 pivotal trial starts ahead, including obesity assets from the Metsera acquisition."

"Molina cratered after Q4 2025, when adjusted EPS came in at a $2.75 loss against a $0.50 consensus. CEO Joseph Zubretsky has since framed 2026 as "a trough year for Medicaid industry margins ", with embedded earnings exceeding $11.00 per share targeted for 2027 through 2029 as new contracts mature. The stock has already rallied 26.64% in the past month as buyers look past the trough."

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