ari5000

Health Insurers: Harnessing Volatility from Political Risk

I'm just long $HUM. The stock does not just reflect political risks, it's being priced as a dying industry with zero growth over the next 10 years...

If every bad thing happens that ppl think might happen, it'll still be undervalued. But that's what makes a market. Patience will pay off.

Obama doesn't even know what he's doing and when they finally formulate a plan, I have no doubt the healthcare lobbyists will make sure HUM and AET end up doing just fine, even if it appears they got it stuck to them. Yeah right. Imagine a major contributor / corporate sector getting screwed.

Only person who gets screwed in the end will be the taxpayer, as always. Very comfortable owning HUM. Wish I could buy more.

The Reality of Healthcare Reform

I agree -- $HUM looks insanely cheap -- the market is focused on propping on BK financials at the moment.

I am buying on weakness. Patience and patients needed on this one.

Why Health Reform Won't Distort the Insurance Business Model

this is true. It's not like insurance co's started charging more and then all prices began to rise.

There are so many factors it's hard to keep track. Is America not the most litigious society on Earth? Do American doctors pay the same in malpractice ins. than other doctors? Do they get sued more often? Every detail like this pushes costs up more and get passed to consumers. And if doctors in the U.S. get sued more, wouldn't they be wise to order extra tests for everything, to avoid being sued -- and spend more money?

My guess is the insurance co's would be happy to cut each other's throats to win more business and lower prices -- but they're just running the numbers.

Fact is - Obama has no interest in getting to the root of the problem. We know what caused the banking crisis (irresponsible lending among other things) and look who he rewarded. Obama's policies will lead to failure because he only knows how to solve problems politically and that means rewarding those with access.