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

To: Spekulatius who wrote (30028)	2/13/2008 1:07:30 PM
From: E_K_S	Read Replies (1) \| Respond to of 78473

Hi Spekulatius - Unitedhealth Group, Inc. (UNH)...The New York attorney general said his office plans to sue UnitedHealth Group Inc. as part of a broader investigation into the way the health insurance industry sets payment rates for hospitals and doctors outside of their networks (http://online.wsj.com/article/SB120292255343965679.html?mod=yahoo_hs&ru=yahoo) Stock off more than 5% with this news. UNH may be an attractive add at these levels too. I believe Obama's proposed health care solution is more "private sector" friendly that Hilliary's solution. However, whichever legislation is finally adopted will result in something quite different from what is being discussed now. The result should benefit all the health insurance companies short term but may impact future earnings growth long term once expense limits are legislated. I own both UNH and LPNT and will watch to add WLP. U.S. drug company earnings may also be impated by some universal health legislation too. EKS