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The Next 100 Days

Healthcare was one of the sectors that we were unlikely to see much impact in during Obama’s first 100 days. But as we are beginning to get a hold on our economic situation, it is quite likely to see some comprehensive healthcare legislation in the near future. This was discussed yesterday by Les Funtleyder and Arthur Henderson on CNBC (see video below). A few of their favorite stocks were Express Scripts (ESRX), Teva Pharmaceutical Industries Ltd (TEVA), UnitedHealth (UNH), and Illumina (ILMN).


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Pingback from » The Usual Blockages
Time: May 19, 2009, 5:08 pm

[...] Last week we announced that healthcare stocks are finally showing some strength in light of Obama’s confidence that he can begin to pass healthcare reform bills this year. In light of this confidence, however, David Plouffe is quick to point out that there is ample resistance to these ideas and they are very much in danger of being “swiftboated.” [...]

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