Wednesday, October 8, 2008

Value in Healthcare as well as safety

read the brief review here.

My favourites: NVS, SNY, WLP and UNH for reasons detailed in previous posts.

UNH and WLP are cheaper (per PEG ratio) than the others because of real or perceived political risk they face from the incoming US administration's promised reforms. These reforms may well not be in the HMOs best interest.

If you believe that the more things change the more they stay the same, either company is a pretty good bet. Healthcare is on the back burner in the US as it is eclipsed by the economy, Iraq and Afghanistan.

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