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Strategies & Market Trends : Value Investing

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To: Grantcw who wrote (35216)	8/22/2009 12:51:46 PM
From: Spekulatius	Read Replies (1) of 78670

re SKH, MDTH, SUNH - more at stake in the possible health care changes coming Which changes? <g>. You are correct of course that that SUNH and the likes are more impacted by government regulations as far as rates are concerned. The health care changes will impact the demand and intermediaries more so than the supply side, so I don't understand why these stocks are lacking. in fact the biggest potential impact on the business model would be on health insurers and those stocks have already recovered substantially. Either I am missing something or the market does, I am hoping it's the latter.

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