Centene (CNC) is benefiting from Obamacare, according to TheStreet's founder and Action Alerts PLUS Portfolio Manager Jim Cramer.
"[CEO] Michael Neidorff is a genius - he figured out - early on - ways to be able to profit from Obamacare and still do a good job for his customers," Cramer said. "I don't know why Aetna (AET) , Anthem (ANTM) , Cigna (CIG) and Humana (HUM) didn't."
Despite the president's promise of no stimulus until after Nov. 3, there are no signs yet that this is the sort of correlated selling that leads to a deep correction.
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