Morning Stock Talk - For health insurers, even bad news beats no news

Sometimes even more than it hates Washington's interference, "the market hates uncertainty." So says Richard Sparks, senior equity analyst at Schaeffer's Investment Research. sparks tells Andrew O'Day "the fact that we do have a [health reform] resolution and there's less uncertainty, it's being viewed as a positive for those stocks." To gauge probability of health reform's passage, Sparks cites the British Intrade prediction market, which today prices in an 80 percent chance reform will pass.

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Dow Jones' MarketWatch Morning Stock Talk discusses the big stock movers, economic data and investment trends with Wall Street's top analysts, strategists and traders. Hear about what's driving the stock market from those in the know..