Nevine we could go with all three drivers, but if you are looking at the dow on track to close at a record a lot of Health Insurance stocks are helping take us there. Absolutely incredible the moves happening in these stocks. Theyve all really underperformed all year long because of all of what is going on in washington the rebate rule dismissal is really a very, very big deal because it would have made pbms extinct in the medicare world. Are you a buyer i am. I have been buying United Health care because the stock had fallen Something Like 25 from its december high, but even now down 13 from its highs. Trades at about 18 times forward system the real name to own, the levered one would be cigna, trading at a 40 discount to anthem, absurd, and they have the express skrip as a pbm the stocks are attractive, though and very under owned thats the real key here. Big moves in yields, ten year at 211 lots with stephanie to come over the next hour. Focus in on the big stories, bob is on record
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