Saturday, March 17, 2012

Financial Investment: A Interesting Idea if the GOP wins

If the GOP wins in 2012, look for weakening of the Affordable Care Act, dismantling of Medicare as we know it, and decreased funding for Medicaid.  So how can you take advantage of these sucker punches to people who aren't me (aka the old, sickly, and poor)?

Weakening of the Affordable Care Act
  • Go long on health insurance stocks WellPoint (WLP), Coventry Health Care (CVH), UnitedHealth Group (UNH), Aetna (AET), CIGNA (CI) and Health Net (HNT)
Weakening Medicare (go long on providers of Medicare Advantage plans)
  • These are Humana (HUM), HealthSpring (HS), Universal American (UAM) and WellCare (WCG)
Weakening Medicaid
  •  Those who provide Medicaid will lose out on business, like AMERIGROUP (AGP)
Disclaimer:  These are just ideas and could lose lots of money.

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