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The end of speculation and the move into reality is another strong factor that can't be overlooked. Prior to the exchange rollout, there was a tug-of-war between optimists and pessimists as to what would actually happen. Now -- with 25 days under our belt of live enrollment activity -- while the results haven't been optimal, there are roughly a half-million people or more who have been able to submit their application for health insurance. Seeing the concrete results of years of reform is a strong action that's beginning to sway consumer sentiment.
What does this mean for your portfolio?
The clear beneficiary to an improving approval scenario would be insurers like UnitedHealth Group (NYSE: UNH ) that would be in line to see more members eager to sign up for health insurance. Understandably adverse selection should see those people who are currently sick or have preexisting conditions signing up first and boosting insurers' expenses, but over the long run this could be great news for a company like UnitedHealth. Let's remember that UnitedHealth decided to keep its nose out of many of the individual insurance markets until at least 2015, so improving sentiment would certainly be important to the company relative to some of its peers which dove into more than a dozen individual health exchanges.
Hospital operators like Tenet Healthcare (NYSE: THC ) would see benefits to growing optimism surrounding the Patient Protection and Affordable Care Act as well. Each year, hospitals like Tenet provide emergency care to those in need, and each year a significant number of those patients have no insurance or are unable to pay their bill. Last year, Tenet wrote off $785 million in revenue as uncollectable because of services rendered to uninsured or underinsured persons. A more favorable view of the ACA should portend more signups and fewer instances of nonpayment moving forward, which ultimately adds to Tenet's bottom line.
What's so ironic is if it wasn't passed by democrats and, more importantly, Obama, Republicans would actually praise Obamacare for being so free market and right wing.
Guess they set themselves into this quagmire of a political position though.
What are the Republicans going to do when Obamacare is fixed?
that could be a problem
since they have the best minds working on it
No doubt they will have it running as smooth as the Post Office
any day now
Too bad they won't be able to fix the lies
Obama Promises To Lower Health Insurance Premiums by $2,500 Per Year - YouTube
What are the Republicans going to do when Obamacare is fixed?
that could be a problem
since they have the best minds working on it
No doubt they will have it running as smooth as the Post Office
any day now
And don't forget about Social Security... it's been around for what, about 100 years? Long live Obamacare!
Hip hip hooray!
The republicans are going to sit back and watch as the dems are overwhelmingly voted out of office over this debacle.
It's coming. wait and see.
The republicans are going to sit back and watch as the dems are overwhelmingly voted out of office over this debacle.
It's coming. wait and see.
Dream on pansy ass, dream on.
What are the Republicans going to do when Obamacare is fixed?
that could be a problem
since they have the best minds working on it
No doubt they will have it running as smooth as the Post Office
any day now
Good question.
Sentiment toward Obamacare is actually improving.
Does This Latest Obamacare Figure Surprise You? (ESRX, THC, UNH, WAG)
The end of speculation and the move into reality is another strong factor that can't be overlooked. Prior to the exchange rollout, there was a tug-of-war between optimists and pessimists as to what would actually happen. Now -- with 25 days under our belt of live enrollment activity -- while the results haven't been optimal, there are roughly a half-million people or more who have been able to submit their application for health insurance. Seeing the concrete results of years of reform is a strong action that's beginning to sway consumer sentiment.
What does this mean for your portfolio?
The clear beneficiary to an improving approval scenario would be insurers like UnitedHealth Group (NYSE: UNH ) that would be in line to see more members eager to sign up for health insurance. Understandably adverse selection should see those people who are currently sick or have preexisting conditions signing up first and boosting insurers' expenses, but over the long run this could be great news for a company like UnitedHealth. Let's remember that UnitedHealth decided to keep its nose out of many of the individual insurance markets until at least 2015, so improving sentiment would certainly be important to the company relative to some of its peers which dove into more than a dozen individual health exchanges.
Hospital operators like Tenet Healthcare (NYSE: THC ) would see benefits to growing optimism surrounding the Patient Protection and Affordable Care Act as well. Each year, hospitals like Tenet provide emergency care to those in need, and each year a significant number of those patients have no insurance or are unable to pay their bill. Last year, Tenet wrote off $785 million in revenue as uncollectable because of services rendered to uninsured or underinsured persons. A more favorable view of the ACA should portend more signups and fewer instances of nonpayment moving forward, which ultimately adds to Tenet's bottom line.
What are the Republicans going to do when Obamacare is fixed?
The same thing they want to do to Medicare and Social Security. Fuck 'em up and screw the American people. The same exact things they've been doing for the last 30 years.
What's so ironic is if it wasn't passed by democrats and, more importantly, Obama, Republicans would actually praise Obamacare for being so free market and right wing.
Guess they set themselves into this quagmire of a political position though.
