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But what does his plan mean for your -- strategy joining us now is and a group David Bernstein senior analyst thanks so much for joining us and -- thanks for having me so what does this mean for our investment -- -- -- you're saying it would actually be a good thing to own managed care stocks for the elections.
But specifically if there's a Mitt Romney win.
So I think one thing that has.
Not been spoken about in this campaign is that seeing is actually save money but private -- And today's seniors are paying as much as they fight to 50% more of but the government run plan -- -- they have to get a supplemental plan.
-- compare it to private plans now of course they do have some restrictions.
In terms of the networks that they see in the doctors and hospitals that they go to.
But -- -- had been picking plants in the private space shall mean by not a of them in 2006.
Today's as much as one out of four well I'm not support.
I just actually -- government plans cost more because that's the the nature of government but the president continues -- Obama continues try to convince us that the Ryan plan would cost more you know imply that.
I don't buy that actually that is going to be a huge money -- it should help the federal deficit.
And I think in addition to that managed care plan to benefit so it really benefits investors in -- matter there's -- as well.
Again big according you the -- when we actually save more but but says it's also a good bet if the president wins reelection and -- of the invest in -- -- -- -- -- getting some of these stocks that your.
Yes absolutely so the stocks have been really sold off investors are afraid -- confused they don't under policy.
So we have about a 50% discount on managed care right now compared to the S&P 500 so what how much do you think that they could go up I think.
I mean even without the Romney Ryan ticket winning the White House I could see about a 10% upside at least and that -- believed that some of your -- on the screen -- talk about -- Humana UnitedHealth Group Cigna.
Humana and Cigna are all the highest growth stocks and my coverage they have about a ten to 15% earnings per share growth that's my protection.
And they're all -- very heavily levered to Medicare as well.
So to the extent that you have an additional option now -- -- with the rise Romney ticket.
That should be more election -- -- I could see the stocks going up this much is at the case of Humana just on the day.
We gotta run but I have to ask do we wait until the election before we volume because you say you that you make more money from the stocks if Ryan Annette and Romney -- I would buy them anyway I may be among the site is higher with them unite on a -- -- Casey thank you thank you very much for coming in.
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