skwestorange

Healthcare Profits: Assessing Company Sensitivity to Obamacare

I suspect the concern raised by the author is overblown. Other than adding more lives to be insured and saddling the taxpayer with more burden to pay for it, the health-care bill will do nothing to change status quo. After all the Congressmen and Senators want to be reelected and want the big bucks they get from Pharma companies.

Determining Potential in Health Care Stocks

I cannot understand why insurers will have trouble competing against not-for-profit companies such as Blue Cross. They have been doing it successfully for many years and in many States. For instance NJ has Horizon Blue Cross and many insurers including Aetna and UNH are competing here very successfully. Their fight with the Congress is to contain the damage and prevent medicare from expanding. I think that the managed care companies will come out very well after the dust has settled on the health care bill.

The Dow Adds Kraft

Don't understand your WFC suggestion. The DJI already has BAC, C, JPM without counting AXP and GE (Half financial). That is 10% of the 30 stocks in the DJI. Need more financials?