In an astute political move, Health and Human Services Secretary Kathleen Sibelius on Sunday said that providing citizens with the option of government-run insurance is not essential to the Obama administration's overhaul of U.S. health care. Evidently, the administration has caved on this very important issue, leaving the door open for private health insurance companies to move forward with creative products and profits for shareholders. Of course the devil will be in the details, but at fist glance Team Obama will expand health using cooperatives similar to the public/private scheme in the domestic utility industry. Here are potential winners for investors to explore. Beware using the insurance index ETFs as your vehicle, as the health care sub-sector is in play now, not all insurance stocks. Aetna (AET) $28.28/$12.3b market cap/ 0.14% American Independence Corp. (AMIC) $4.75/$40.4m market cap/0% <br[More...]

In an astute political move, Health and Human Services Secretary Kathleen Sibelius on Sunday said that providing citizens with the option of government-run insurance is not essential to the Obama administration’s overhaul of U.S. health care. Evidently, the administration has caved on this very important issue, leaving the door open for ...

The healthcare sector is not homogeneous and includes many different industries ranging from managed care organizations, healthcare facilities providers, medical device manufacturers to biotech and pharmaceutical companies. Investors in heathcare therefore should remain mindful of the different drivers and appropriate metrics associated with the various sub-sectors. That said, and recent market volatility aside, long-term growth of the healthcare sector overall continues to be fuelled by aging of the population and decisions in Congress related to government funding.? Given the ongoing reform debate in Congress, healthcare policy changes remain an important signpost to investing in the sector. As would be expected in the current backdrop of potentially unfavorable regulatory change, the outlook for many health care industry groups is currently in the ‘Bad’ category. As case in point is the Managed Care Industry[More...]

Highlights include WellPoint, Inc. (WLP), Humana Inc. (HUM), Coventry Health Care, Inc. (CVH), Health Net Inc. (HNT), Molina Healthcare, Inc. (MOH), Amerigroup Corporation (AGP) and Aetna Inc (AET). The private sector is now partners in healthcare reform. Key healthcare stakeholders met yesterday with President Obama to pledge their support in slowing the rising cost of[More...]

The Oracle spoke and the market did not like it! Financials held in there but the general market traded with a chop today. The market had another inside day with lower highs but higher lows, so the potential for a pop is still possible. The long and short is that there is ...

Tammy DeRosier and Sue Morrison Go Around The World In One Podcast