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Go Long US Healthcare

  • 24-07-2009 6:21pm
    #1
    Registered Users, Registered Users 2 Posts: 1,559 ✭✭✭


    Looks like the US Healthcare reform bill in the US is going nowhere as of today.

    Go Long US Healthcare stocks imo


Comments

  • Registered Users, Registered Users 2 Posts: 1,559 ✭✭✭pocketdooz


    pocketdooz wrote: »
    Looks like the US Healthcare reform bill in the US is going nowhere as of today.

    Go Long US Healthcare stocks imo

    i.e. - Baxter, Abbott, Fresenius, J&J etc


  • Closed Accounts Posts: 14 HedgeHogging


    Really? You dont think Obama is going to push it through at all costs? This is one of his most important proposals. I would be very surprised if it is not passed in some form. I dont want to turn this into political debate just very surprised with your thoughts.


  • Registered Users, Registered Users 2 Posts: 1,559 ✭✭✭pocketdooz


    Really? You dont think Obama is going to push it through at all costs? This is one of his most important proposals. I would be very surprised if it is not passed in some form. I dont want to turn this into political debate just very surprised with your thoughts.

    As of today - the US Senate says it will not be able to vote on anything for months. The interest groups have successfully stalled this procedure again. Any delay/disruption is good for these stocks.


    .


  • Closed Accounts Posts: 14,483 ✭✭✭✭daveirl


    This post has been deleted.


  • Registered Users, Registered Users 2 Posts: 1,559 ✭✭✭pocketdooz


    daveirl wrote: »
    This post has been deleted.

    I don't think we've seen the healthcare rally - it's been supressed by earnings fears related to Obama's promised healthcare reform.

    Also, the reason I named the stocks above - is that they have huge exposure to earnings outside the US so as the USD sinks further and further it will add upside to these companies' earnings potential.

    .


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  • Closed Accounts Posts: 14,483 ✭✭✭✭daveirl


    This post has been deleted.


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