Ashleigh Rogers
Long/short equity, growth at reasonable price, value, banks

Health Insurance Innovations: Positive Outcome Looks More Likely In This Binary Stock

A lot has changed in the health insurance markets since I last wrote about Health Insurance Innovations (NASDAQ:HIIQ); Obamacare has managed to hit its 7 million enrollment number, Medicaid has expanded by 3 million, insurers look set to put forward significant price increases for insurance policies on the federal exchange next year (the first hint about how the firms plan to profit from health care reform - more about this in a future article), and the experience of state exchange has ranged from large success (California) to miserable failure (Maryland). At the same time many things have not changed for HIIQ or health reform; like it or not, Obamacare is still the law and is not going anywhere...

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