Epstein Secrets

ves & 2-3mm exchange lives would be a 1-2% EBITDA hit on avg). Focus on company-specific stories like EVHC. MCOs (+) — Fischbeck generally +ve under Trump (especially around MA given historical support from GOP) w/ tailwinds from corporate tax & rising rates. ANTM top pick in given valuation & tailwinds

g close to 5yr valuation lows; EW top pick given best growth / purest innovation story. HOUSE_OVERSIGHT_014523 --- PAGE BREAK --- Facilities (-) — Fischbeck notes that uncertainty will remain an overhang for hospitals as repeal/replace a negative for the group (est losing 2-3mm Medicaid lives & 2-3mm exch

amp; 2-3mm exchange lives would be a 1-2% EBITDA hit on avg). Focus on company-specific stories like EVHC. MCOs (+) — Fischbeck =enerally +ve under Trump (especially =round MA given historical support from GOP) w/ tailwinds from corporate =ax & rising rates. =/span>ANTM =op pick in given valuation & t

ts a mixed bag in 2017 w/ stocks trading close to =yr valuation lows; EW top pick given best growth / purest innovation =tory. Facilities (-) 4>=93 Fischbeck notes that uncertainty will =emain an overhang for hospitals as repeal/replace a negative for the =roup (est losing 2-3mm Medicaid lives =amp; 2-3mm

blish performance quarterly Table 1: Top 10 US Ideas List - 1Q17 Company Ticker Analyst Rating Recommendation Price PO Mkt Cap (bn) Aetna Inc AET _ Fischbeck,Kevin B-1-7 BUY $124.45 $149.00 44 657.00 Dover Corp DOV = Obin,Andrew B-1-7 BUY 75.19 85.00 1,921.00 General Dynamics GD Epstein,Ronald J. B-1-7 BUY

ital allocation update, tax reform, rising interest rates. Latest report: MCO rally has just begun; beneficiaries of the non-Health Care upside from Trump 1Q risks: Risks to the downside are courts not approving the HUM acquisition, lower- than-expected membership growth and higher than expected cost t