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Author: BruceInCola Big red star, 1000 posts Old School Fool CAPS All Star Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 137  
Subject: Smallish drop today got me thinking Date: 7/3/2008 11:35 AM
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Random thoughts here, trying to pick apart the investing thesis on WLP:

What will an Obama win mean for the WLP stock price?

What will a McCain win mean?

What will an Obama win mean for WLP the COMPANY?

Are we just gambling at this point given the potential for either candidate to strongly affect our investment in WLP? A lot of pressure built up in the past several years about insurance reform. Hillary tried and was unsuccessful. Is now the time?

From a different angle - are the points above factored into the share price already? I don't see any polls that are overwhelming either way (Obama or McCain), so hard to tell I think at this point.

From my perspective, a McCain win = business as usual with the insurance co's. and MAY mean business as usual with an Obama win, depending on how successful (or not) he is. Hillary tried before and was not successful.

I am just doubting my original investment thesis I guess, and had not considered the political ramifications as much as I should have.

Would love to hear some feedback from others.
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