Tuesday, March 11, 2008

What I like this morning?

I like Aetna (NYSE:AET) long here. The stock is down considerably after WellPoint (NYSE:WLP) the largest US health insurer warned last night.

Yet, AET reaffirmed its guidance early this AM and we have the market very positive following good news from the FED (well, at least good on the sentiment side) plus some upgrades in the major financials.

Despite several industry downgrades this morning, some smart market watchers are telling me WLP problems are mostly company specific (despite management blaming economic conditions).



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