Jefferies' Healthcare Report Outlook

Jefferies & Co. has published a economic forecast outlook for this week, starting with: "Prospects of a mid-term Republican House win, blocked funding of healthcare reform and stabilizing economic conditions should drive continued NT rotation into healthcare services stocks." This week's economic releases: MON: Chicago Fed & Dallas Fed; TUE: home prices, cons. confidence & Richmond Fed; WED:mortgage apps; THU: GDP, personal consumption, jobless claims, Chicago Purchasing & NAPM-Milwaukee; FRI: personal income/spending, UofMI confidence, ISM Mfg, construction spending & vehicle sales. H/c conferences: MON-TUE: JMP Securities (NYC). Top picks in order of priority from Jefferies include: Medco Health Solutions MHS, Mednax, Inc. MD, Emergency Medical Services EMS, Express Scripts, Inc. ESRX LHC Group, Inc. LHCG