An investment blog written by Chad Brand, President of Peridot Capital Management

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Election Worries Have Put HMO Stocks Like United On Sale

Posted on May 16, 2008

Owning healthcare stocks in an election year, especially one in which universal healthcare has taken center stage on the Democratic agenda, is not surprisingly a wild ride. With less than six months to go until our country chooses its next president, near-term headline risk for healthcare stocks should stay elevated for a while. That said, some healthcare names, most notably the health insurance providers, have seen their share prices get beaten down to levels that can t help but get value investors attention.A perfect example is United Healthcare (UNH), one of the largest health insuranc...

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