Fast Money's Obama Health Care Trades
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Date updated:09-09-2009

President Barack Obama takes on the bitter healthcare reform debate on Wednesday with a high-stakes speech before a joint session of Congress. What's the trade?

symbol name last price % change open
  • +
  • UNH
    Unitedhealth Grou
  • $28.56
  • -0.24%
  • $28.30

"I've been watching UNH (UNH) but I'd get out," says Guy Adami. "Right now there's just too much uncertainty."

People owning UNH also tend to own: ALDBMYCNEDSXGAINGOODHTE

TheStreet.com Rating: C+ What is this?

  • +
  • HCSG
    Healthcare Servic
  • $19.75
  • 0.00%
  • $N/A

If you’re going to play the space, policy proof your portfolio, counsels Danielle Hughes. For me, that can be done with Health Care Services Group (HCSG) or Teva (TEVA). I also like Teva, adds Jared Levy.

People owning HCSG also tend to own: CLBHFTEKLMTLNTMDCOMOLXARADN

TheStreet.com Rating: B What is this?

  • +
  • TEVA
    Teva Pharmaceutic
  • $52.72
  • -0.60%
  • $52.67

If you’re going to play the space, policy proof your portfolio, counsels Danielle Hughes. For me, that can be done with Health Care Services Group (HCSG) or Teva (TEVA). I also like Teva, adds Jared Levy.

People owning TEVA also tend to own: ACEBACBSXCSCODISFGES

TheStreet.com Rating: A What is this?

  • +
  • BDX
    Becton Dickinson
  • $73.70
  • +0.33%
  • $73.52

Karen Finerman likes Becton Dickinson (BDX) “even in the face of health care reform.”

People owning BDX also tend to own: ABTAMGNBMYCAHDNAFRXGENZ

TheStreet.com Rating: B- What is this?

  • +
  • AET
    Aetna Inc. New
  • $28.40
  • -1.01%
  • $28.55

And on Friday's Fast Money analyst Charles Boorady was also bullish on the space. He said that although some companies will be hurt by health reform it seems investors are discounting something much worse than what's likely to happen to Aetna (AET) and UnitedHealth (UNH). I’d recommend long positions in both names with Aetna my favorite, said Boorady. I think AET has as much as 25% upside after the uncertainty ends.

People owning AET also tend to own: BZHCGIFBPHOVKBHLUKMDC

TheStreet.com Rating: B- What is this?

  • +
  • LH
    Laboratory Corp N
  • $73.66
  • +0.40%
  • $73.13

In this space forget the HMOs and stick with companies that will still be needed despite what happens politically, counsels Patty Edwards. I think that’s labs such as Lab Corp. (LH) and Quest (DGX).

People owning LH also tend to own: GRMNRTNAPHBBWDUKENDPLMIA

TheStreet.com Rating: B- What is this?

  • +
  • DGX
    Quest Diagnostc
  • $58.15
  • +0.03%
  • $58.06

In this space forget the HMOs and stick with companies that will still be needed despite what happens politically, counsels Patty Edwards. I think that’s labs such as Lab Corp. (LH) and Quest (DGX).

People owning DGX also tend to own: ABTEPDFMDGSKJNJJOSBJTX

TheStreet.com Rating: B+ What is this?

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