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Politics : Ask Michael Burke
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To: Knighty Tin who wrote (44804)1/28/1999 1:39:00 PM
From: Cynic 2005  Read Replies (3) of 132070
 
Mike, healthcare and HMO stocks are in the dumps. However, two fundamentals shifts are occurring in the industry - first, premiums are going to be raise by about 7%, on the average, this year (Greeny will get the first inflation shock form this group.) Second, there is push towards cutting back coverage on expensive medicine. Healthcare as a group should be a good contrarian play. Would you care to look at this group? I have unh, col, hrc, hum, oxhp in mind - any opinion on them?
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