I've been on the fence on whether to add healthcare providers to this CAPS port. They have place in it and I should make a yay or nay call, but I've shied away due to the uncertainty surrounding them. The election cycle and what healthcare will look like going forward is anyone's guess, but some form of change is likely.
They are cheap now due to this uncertainty, that much is certain (LOL). They can certainly generate cash under the status quo. Here, let these guys explain.
So, despite missing at least a local low, I'll go thumbs up on a select few like United Health, Wellpoint, and Coventry. Then watch the news closely.