Dan Jacome

Health Plan Stocks, Ted Kennedy and Healthcare Reform

his death likely catalyzes hardcore dems to get something passed this year. Interesting action will be how he gets replaced--and when. With his death, dems are 1 vote short of filibuster (59 vs 60 votes).

Cramer's Mad Money - The Good, the Bad and the Ugly (1/30/09)

UNH WLP HUM all good qs - Cramer is wrong

Cramer's Mad Money - The Good, the Bad and the Ugly (1/30/09)

bad call on AET and I told him so - he is trying crush the $HMO index pop as the qtrs are coming out and all 3 so far beating expectations -

14 'Dogs with Fleas' Stocks for the Week

CVH was up after a UNH for CVH rumor floated...

Healthcare: Investing Trends for 2009

cool article in general, but a couple of notes:

1. change.gov provides little info on what Obama is really thinking about HCare reform. There is a wealth of data found in the Cong Budget Office eport, the Max Baucus Plan, and even in Daschle's 200 page book CRITICAL. Read those if you want to see what his people will push onto his platter

2. Obama cannot really save hospitals: self pays as % of admits may decline, but hospitals are still reeling from labor costs, ambulatory care stealing share, and apocalyptic balance sheets...even down here, I doubt hospital valuations are washed out

Uncertain Outlook for Health Benefits Index

Obama wont go single payer - Daschle doesnt want that, either - it will likely be a hybrid plan with govt forcing all to get insured and somehow still enabling managed care companies to compete freely with each other... the other bing push will be in IT - its all Tom talks about in his book: IT and the uninsured

Replacement Candidates for David Merkel's Portfolio: From AA to ZZ

can we dump this into a spreadsheet next time and rank them a bit. this is just another snow job: )

Takeover Rumors Recap: Week of May 12

now that CG is spun out as LO, it is unlikely LO gets a bid before 2010 -- it could happen, but unlikely