Supreme Court’s Obamacare Decision Hasn’t Been Priced Into Healthcare Stocks Yet

The Supreme Court is expected to rule on the constitutionality of the Affordable Care Act on Thursday. While some have highlighted increased options activity or interest in exposed ETFs, analysts with S&P Capital IQ suggest markets haven’t priced in a decision, as it relates to major healthcare providers and insurers. Looking at CDS data and earnings estimates, they conclude that the markets’ perception of credit quality and earnings potential remain unchanged.

http://www.forbes.com/sites/afontevecchia/2012/06/27/supreme-courts-obamacare-decision-hasnt-been-priced-into-healthcare-stocks-yet/