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Biotech / Medical : The Epic American Health Care Company Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: forceOfHabit who wrote (2)	3/23/2010 5:50:35 PM
From: ProDeath	Respond to of 12

On the overall outcome I would tend to agree with you. I do think that it is not unlikely one can find insurers with health exposure that will be forced out or choose to exit. This is an industry that I haven't much looked at in a decade or so and I've pretty much forsworn trading individual company stocks with rare exceptions, but small and already near worst-of-class are usually good starting points for shorts. I'm waiting to see where the burden falls, I'm more inclined to see who the survivors might be versus guessing the casualties.

To: forceOfHabit who wrote (2)	3/24/2010 1:05:42 AM
From: TH	1 Recommendation Respond to of 12

foH, I do not disagree with your position, but all things in good time. I believe that the implications of this bill are not understood and at some point there will be a significant opportunity to short the care providers with impunity. For example, let us assume that it works out exactly as the health care lobbyist expect, but backlash from the public as well as a breakdown of the system forces the gubbermint to modify. Getting ahead of that, especially after the health care provide stock have greatly appreciated, could be interesting. Now is the time to collect data and identify potential opportunity. I like to think it is 2004 and we are asking how morons making 30K a year are buying 680K homes in Clownifornia was nothing down. GT TH