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Health Plan Stocks, Ted Kennedy and Healthcare Reform

Guru,

Thanks for your comment, but this is exactly what the Health Insurers want people to think. I am not buying it, but the devil will be in the details.

Bob

On Sep 01 04:15 PM gurumanjohn wrote:

> I actually don't buy your doom analysis for the major health plan
> stocks. If health reform happens, it could be a very good thing for
> the major carriers. Even without their political clout ( and we all
> know it's very strong) expanding the reach of health insurance under
> any of the major plans on the table will expand the major carriers'
> market universe by anywhere between 20 and 40 million lives. Even
> at a lower margin, this will increase profits substantially. In fact,
> United's strategic plan is betting on this outcome. What if they
> enact a "public" plan you say? Even better. The chance of the government
> administering this "public" plan itself is extremely remote. They
> will hire at least two or three of the major carriers to administer
> it for them on an ASO (administrative services only) basis. So I
> believe you should moderate your doomsday analysis in the long term.

Health Plan Stocks, Ted Kennedy and Healthcare Reform

YoYoMama,

I appreciate your comment, but I can't hekp but think that you are projecting.

I wish you well!!

Bob


On Sep 01 09:50 AM YoYoMama wrote:

> Your article is completely contradictory. You state from the outset
> that this article is not about politics. You then go on to post a
> tiny paragraph of stock recommendations, post a few charts, then
> spend the body of your article (3 out of 5 paragraphs) talking about
> Democrats and Republicans.
>
> Let's not be intellectually dishonest. If we are going to talk about
> health care reform, it will be political in nature. Stocks take a
> backseat. Next time, just be more honest from the outset.