HUM...................... when troops begin to come home, they'll claim government benefits... when they do... Humana will get paid....
It manages its business with two segments: Government and Commercial. The Government segment consists of beneficiaries of government benefit programs , and includes three lines of business: Medicare, Military , and Medicaid. The Commercial segment consists of members enrolled in its medical and specialty products marketed to employer groups and individuals
It's trading at 7 P/E like American troops will decide to move to (and like they can afford to move to) the Bahamas instead of back to their homes in the US. Oh yeah, and a decade of retiree growth might also help.