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Companies That Have The Most To Lose If Obamacare Is Repealed
Wednesday, January 11, 2017 - 1:29pm | 675We are closing in on Donald Trump's elevation to the highest office in the country, and a range of emotions runs through the minds of different stakeholders as Trump has threatened large-scale policy overhauls. One of policies that Trump is taking potshots at is Patient Protection and Affordable...
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Winners And Losers Amid Affordable Care Act Uncertainty
Thursday, December 15, 2016 - 1:08pm | 515Citing the uncertainty surrounding President-elect Donald Trump's healthcare ground rules, Jefferies said it is a select buyer of managed healthcare organizations, heading into 2017. The firm noted that MCOs are pricing in the possible Medicare upside. Humana: Risk/Reward Attractive Analyst...
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A Pair Trade In U.S. Healthcare: Bullish on Centene, Neutral On Aetna
Monday, November 14, 2016 - 3:57pm | 596On Monday, Bernstein upgraded Centene Corp (NYSE: CNC) as it downgraded shares of Aetna Inc (NYSE: AET). The paired actions come on heels of the U.S. presidential elections, with the firm suggesting that repealing and replacing the Affordable Care Act ("Obamacare") is likely to be Trump's primary...
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Positioning For The 'Era Of Trump': Pair Trades In Managed Care, Healthcare Facilities
Friday, November 11, 2016 - 11:05am | 584Donald Trump’s victory and the “Republican sweep of Congress” could have a significantly greater impact on equity values than the initial share price moves, Credit Suisse’s Scott Fidel said in a report. He added that the outlook for the Diversified MCO [Managed Care...
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Aetna's Withdrawal From Obamacare Linked To DOJ's Issues With Humana Acquisition
Wednesday, August 17, 2016 - 4:50pm | 618On Monday, Aetna Inc (NYSE: AET) announced it was substantially reducing its presence on the individual exchanges next year. The insurer said it would stop offering policies on the public exchanges in 11 of the 15 states where it currently operates, only continuing to sell Affordable Care Act...
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Aetna Will Now Sell Obamacare Products In Just 4 States
Tuesday, August 16, 2016 - 9:11am | 325Aetna Inc (NYSE: AET), one of the largest healthcare benefits companies, provided an update on the company's 2017 participation in the Affordable Care Act, also known as Obamacare. In a press release issued Monday evening, Aetna CEO Mark Bertolini said the company decided to reduce its individual...
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WSJ Opinion Piece: Trump's Economic Vision Superior To Clinton's Ideas
Friday, July 15, 2016 - 3:28pm | 347Stephen Moore, a former member of the Wall Street Journal's editorial board and current chief economist for the Heritage Foundation, wrote in a Wall Street Journal opinion piece that Donald Trump's economic vision is superior to Hillary Clinton's vision. Moore teamed up with Andy Puzder, the CEO of...
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Private Insurance Doesn't Mean Lower Out-Of-Pocket Costs
Tuesday, June 28, 2016 - 11:16am | 169Private health insurance doesn't mean the holder will spend less on healthcare. In actuality, the holder is helping employers keep their health care spending down. From 2009 to 2013 the amount people with private insurance paying out of pocket for hospital visits grew by 37 percent, Bloomberg...
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Busting Another Election Year ETF Myth
Tuesday, May 17, 2016 - 2:33pm | 564In this space on Monday, we highlighted one of the most ridiculous election year myths pertaining to exchange-traded funds. The myth being: A victory by Democrat Hillary Clinton would be a boon for alternative energy ETFs. As was noted, the current bull market performances of alternative energy...
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Insurers To Continue Struggling With ACA In 2016
Thursday, February 11, 2016 - 12:31pm | 413President Barack Obama's sweeping healthcare reform was praised by many who said that organizing an exchange that allows insurance access to everyone in the country was a major step forward for the US. However, with two years under its belt, the Affordable Care Act is still presenting problems for...
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Affordable Care Act Weighs On Insurers
Wednesday, January 20, 2016 - 4:45pm | 439The Affordable Care Act has faced a tough road since its inception in 2010. Republicans have vehemently opposed the bill ever since President Barack Obama proposed it and over time the argument against the new system has continued. Now, insurers are beginning to push back against the healthcare...
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9 Healthcare Picks For 2016
Thursday, December 10, 2015 - 3:26pm | 1538The holiday season tends to make December feel like it's gone by in an instant, so many traders are already starting to gear up for the New Year. Since the Federal Reserve's upcoming policy meeting has the potential to upset markets in the coming week, many have already begun to craft their wish-...
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Obamacare Is Still Under Pressure; Here's Why
Saturday, November 21, 2015 - 2:55pm | 1257Over the past five years, the Affordable Care Act ("Obamacare") has seen its fair share of hurdles as a divided nation begrudgingly accepted President Obama's efforts to reform healthcare. From technology glitches to embroiled battles in Congress, the Affordable Care Act has been put through the...
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13 Stocks To Watch In The Healthcare Space
Tuesday, October 27, 2015 - 2:38pm | 1881Healthcare has been one of the best performing sectors of the U.S. stock market for years, but in 2015, shares of healthcare stocks have suffered slightly. Many investors began to worry about the impact next year's presidential election might have on the sector. Some candidates have voiced concern...
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Where The Affordable Care Act Falls Short
Monday, July 13, 2015 - 3:57pm | 596While the Affordable Care Act ("Obamacare") has created strong incentives for all Americans to become insured through health insurance, it cannot compete with the real-life financial struggles so many Americans face. Nor can it begin to cover all of the insurance needs the average...