Analysts Say Humana (HUM) Election Related Selloff Overdone

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StreetInsider.com's Stocks for an Obama Victory

November 7, 2012 9:01 AM EST

With the election now over and President Obama re-elected for another four years, investors will be positioning in stocks that are expected to benefit and those that will be hurt.

Below is a guide to Obama stocks:

Health Insurers: - NEGATIVE
Health insurance stocks are expected to be hurt by an Obama victory as Obamacare will go thorough. Commenting on the sector this morning, analysts at Goldman Sachs said, -"For the sector overall, we think sustained outperformance is unlikely over the next 12-18 months, despite attractive valuations. While near-term... More

Goldman Sachs Downgrades Humana (HUM) to Sell

November 7, 2012 8:09 AM EST

Goldman Sachs downgraded Humana (NYSE: HUM) from Neutral to Sell with a price target of $62.00 (from $77.00), suggesting 19% downside.

"With health reform now more likely to move ahead following the election outcome, we see greater downside risk to Medicare Advantage, which we estimate... More

BofA/Merrill Lynch Downgrades Humana (HUM) to Neutral

November 7, 2012 7:17 AM EST

BofA/Merrill Lynch downgraded Humana (NYSE: HUM) from Buy to Neutral.

For an analyst ratings summary and ratings history on Humana click here. For more ratings news on Humana click here.

Shares of Humana closed at $76.16 yesterday, with a 52 week range of $59.92-$96.46.... More

Jefferies Lifts Target on Humana (HUM) Post Q3 Results, Sees 5% MA Margin

November 6, 2012 12:01 PM EST

Jefferies boosted its price target earlier on Buy-rated Humana (NYSE: HUM) from $80 to $88 on better margins.

The firm comments, "We are increasingly confident that HUM can get back to a 5% Retail MA margin in '13, though perhaps not to prior year levels.... More

StreetInsider.com Guide for Presidential Election Stocks

November 6, 2012 10:56 AM EST

Investors are positioning ahead of results from today's Presidential election. Recent polls show a slight lead for Mitt Romney nationally, however President Obama is leading in key battleground states which could give him the electoral edge. Website InTrade shows a 71.5 percent chance of an Obama win, while only 28.8 percent for Romney.

Below is a guide to key sectors that will be reacting to the results.

HEALTHCARE:
Insurers: A Romney victory will be a positive for health insurance companies like Cigna (NYSE: CI), Aetna (NYSE:... More