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Healthcare Profits: Assessing Company Sensitivity to Obamacare

Oct 30, 2009 - 8:39 AM EDT

Richard Shaw (QVM Group) submits:

National healthcare wherever it is implemented squeezes prices and profits of the private businesses involved in the system.

Obamacare in the U.S. will be no different. For investors in healthcare companies, it is a good idea to begin to think through which companies will be most severely negatively impacted or least impacted, to potentially make deletions or substitutions.

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Source: Seeking Alpha (Oct 30, 2009 - 8:39 AM EDT)