The Managed Care Health Care faces dim prospects for growth as (1) The Health Care Reform Act has caused sector earnings growth of only 3%!
This puts the large cap companies (Aetna , Cigna) at a disadvantage vs. Niche managed care companies such as Coventry and Health Net.
In my opinion I would stay away from this sector all together because of uncertainty around health care exchanges and other more profitable plays in smaller firms.
Essentially if Obama wins reelection in 2012 then I would SELL
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