gurumanjohn

Post-Election Sector ETF Scenarios

There is at least one area in which Lydon and nearly every other Wall St. analyst publishing a blog is dead wrong about what will happen if (read when) Obama wins. Some health insurance stocks will gain, not lose. Under the Obama plan one or more existing health insurers will receive contracts to manage the new Federal plan. Obama has always said that he understands the health insurers must have a role if the plan is to pass Congress. So look for both United Health and Wellpoint, the two best positioned and largest health insurers, to do very well under the Obama plan. Others may also do well, but these two are the 800 pound Gorillas in the field.