Jefferies' Healthcare Report Outlook

Jefferies & Co. has published a economic forecast outlook for this week, starting with:

"Prospects of a mid-term Republican House win, blocked funding of healthcare reform and stabilizing economic conditions should drive continued NT rotation into healthcare services stocks."

This week's economic releases:
MON: Chicago Fed & Dallas Fed;
TUE: home prices, cons. confidence & Richmond Fed;
WED:mortgage apps;
THU: GDP, personal consumption, jobless claims, Chicago Purchasing & NAPM-Milwaukee;
FRI: personal income/spending, UofMI confidence, ISM Mfg, construction spending & vehicle sales. H/c conferences: MON-TUE: JMP Securities (NYC).

Top picks in order of priority from Jefferies include:

Medco Health Solutions (NYSE: MHS),
Mednax, Inc. (NYSE: MD),
Emergency Medical Services (NYSE: EMS),
Express Scripts, Inc. (NASDAQ: ESRX)
LHC Group, Inc. (NASDAQ: LHCG)