Wednesday, July 22, 2009

The health care play

Obama is touting his health care plan tonight.

Which means you'll have a tough talk on health care, but nothing will happen, just like we had tough talk on the financial companies, and nothing happened.

The March 18 calls on PFE are at .66. They look like a good play.

And in managed care, the September 29 calls on UNH at .55 look like a good spec on Obama's failure.

And in devices, I like the MDT Nov 37.5 calls at $1.10.

After all, didn't health care companies just spend $127 million in the first three monyths of the year lobbying?

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