In an election year, stock portfolios, like so many things, are influenced heavily by the way political winds blow. This is why, writes Chao Deng, investors should consider how the presidential race will impact their investments, in particular, investments in the health insurance space. For example, if Republicans take control, Citigroup estimates that large commercial providers of health insurance plans may see their earnings grow by 5% to 10%. That kind of growth would increase these companies' worth by 20%. If President Obama wins a second term, large commercial carriers could still be a worthy investment, experts say. Primary companies to watch include WellPoint(WLP), Coventry Health Care(CVH), UnitedHealth Group(UNH), Aetna(AET), CIGNA(CI) and Health Net(HNT).
Health Insurance Stocks for a Republican Win (The Street)
By Staff Writer
February 2, 2012 • Reprints