Cramer's Must Sell HMOs
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Date updated:06-11-2009

"You just can't take this pain as a shareholder. Pain does not lead to gain when Obama's against you -- it leads to loss." - Jim Cramer

symbol name last price % change open
  • +
  • CI
    Cigna Cp
  • $30.96
  • +0.26%
  • $30.64

How could it suddenly dawn on holders of Cigna (CI), Aetna (AET), United Health (UNH) and Wellpoint (WLP) that they are PENOs instead of HMOs! That means Public Enemy No. 1, by the Anti-HMO-in-Chief Barack Obama. I have been telling people to sell these stocks endlessly because the president wants their business to be nonprofit, which is difficult if you are a public company.

People owning CI also tend to own: AIGEGYSIRICHKDVNFCXGS

TheStreet.com Rating: C+ What is this?

  • +
  • AET
    Aetna Inc. New
  • $29.82
  • +2.26%
  • $28.75

How could it suddenly dawn on holders of Cigna (CI), Aetna (AET), United Health (UNH) and Wellpoint (WLP) that they are PENOs instead of HMOs! That means Public Enemy No. 1, by the Anti-HMO-in-Chief Barack Obama. I have been telling people to sell these stocks endlessly because the president wants their business to be nonprofit, which is difficult if you are a public company.

People owning AET also tend to own: BZHCGIFBPHOVKBHLUKMDC

TheStreet.com Rating: C What is this?

  • +
  • UNH
    Unitedhealth Grou
  • $29.13
  • +1.60%
  • $28.31

How could it suddenly dawn on holders of Cigna (CI), Aetna (AET), United Health (UNH) and Wellpoint (WLP) that they are PENOs instead of HMOs! That means Public Enemy No. 1, by the Anti-HMO-in-Chief Barack Obama. I have been telling people to sell these stocks endlessly because the president wants their business to be nonprofit, which is difficult if you are a public company.

People owning UNH also tend to own: ALDBMYCNEDSXGAINGOODHTE

TheStreet.com Rating: C+ What is this?

  • +
  • WLP
    Wellpoint Inc.
  • $52.36
  • +2.67%
  • $50.64

How could it suddenly dawn on holders of Cigna (CI), Aetna (AET), United Health (UNH) and Wellpoint (WLP) that they are PENOs instead of HMOs! That means Public Enemy No. 1, by the Anti-HMO-in-Chief Barack Obama. I have been telling people to sell these stocks endlessly because the president wants their business to be nonprofit, which is difficult if you are a public company.

People owning WLP also tend to own: AESBERODPOSKPGHTXUAFFX

TheStreet.com Rating: B- What is this?

  • +
  • SLM
    Slm Corporation
  • $10.75
  • 0.00%
  • $N/A

These companies, not unlike Sallie Mae (SLM) and the Apollo (APOL) / Strayer (STRA) contingent are all in Obama's cross hairs. These are companies that are viewed at best as friction and a tax on the system and at worse, actual taxpayer rip-offs.

People owning SLM also tend to own: ABPIADPTDCREBAYEDCIFMDFNM

TheStreet.com Rating: D What is this?

  • +
  • APOL
    Apollo Group
  • $55.88
  • -0.20%
  • $55.88

These companies, not unlike Sallie Mae (SLM) and the Apollo (APOL) / Strayer (STRA) contingent are all in Obama's cross hairs. These are companies that are viewed at best as friction and a tax on the system and at worse, actual taxpayer rip-offs.

People owning APOL also tend to own: AJGIRMAFLAMPCOHERSGGG

TheStreet.com Rating: B What is this?

  • +
  • STRA
    Strayer Education
  • $197.76
  • -1.03%
  • $199.50

These companies, not unlike Sallie Mae (SLM) and the Apollo (APOL) / Strayer (STRA) contingent are all in Obama's cross hairs. These are companies that are viewed at best as friction and a tax on the system and at worse, actual taxpayer rip-offs.

People owning STRA also tend to own: ADBEBBBBBMRNGILDINTCKCIMCF

TheStreet.com Rating: B What is this?

  • +
  • COF
    Capital One Finan
  • $39.78
  • +5.60%
  • $38.20

The idea of anyone defending these companies seems pretty daunting. I think that these stocks should be sold and sold now, as the rhetoric will only grow. If you want to see what can happen, take a look at Capital One Financial (COF), which was PENO last month.

People owning COF also tend to own: AFGAIZAMPAMTDAWBCBACCKFR

TheStreet.com Rating: D+ What is this?

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A. My answer may disappoint you.
(1) Hedge funds are secretive. I
interviewed with some and they do not
even has a sign. Hard to get to talk to
them
(2) IB more visible if you find some
friends
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