Beginning of the End for Major Health Insurers

[Yo_Mama]

11. This is true - but ACA only reinforced this rather than changing it

Your distinction between providers/makers of health equipment and insurers is crucial. Every penny we spend on insurance overhead is really a penny that could have been put to other uses entirely or a penny that could have been spent on actually providing healthcare.

But ACA mandates a lot of additional insurance co customers, and the major insurers are the ones offering the plans on the exchange. Their role and their profits are going to be strengthened, not diminished.

And if you don't believe me, go look at what the stock prices for big insurers like Aetna and Cigna etc have done in the last year!
http://finance.yahoo.com/echarts?s=AET+Interactive#symbol=aet;range=ytd;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

http://finance.yahoo.com/echarts?s=CI+Interactive#symbol=ci;range=ytd;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

http://finance.yahoo.com/echarts?s=UNH+Interactive#symbol=unh;range=ytd;compare=;indicator=volume;charttype=area;crosshair=on;ohlcvalues=0;logscale=off;source=undefined;

Financial analysts are literally creaming their pants at the prospect of ACA adding value to major insurer stocks.