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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Spekulatius who wrote (28314)	10/1/2007 11:33:11 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78748

UNH very weak on a strong day, usually not a good sign. Today the company i work for announced that for next year, the United Healthcare PPE will be replaced by a Wellpoint affiliate. With the Medicaid announcement a few days ago, it does appear that UNH I sort of get the feeling that UNH might not make their growth projections. Maybe WLP is the better choice. The fundamental valuation metrics are about even and WLP does not have bad news. Interesting miss of WAG, i do not remember something this bad happen to them. I am sort of pessimistic om B&M pharmacies based on my own observations as some PPO that I am aware off are pushing mail order. The cost differential for the insured (in our case) is quite substantial. This will have an impact on WAG growth at some point.