Humana's stock is too expensive given that the 2018 premium growth under President Trump is lower than in 2017 under Obama, Jefferies analyst David Windley noted.
Factors that would improve Medicare Advantage decidedly above Medicaid and Commercial "are not blossoming," Windley wrote.
(What will move markets this quarter and how should investors position themselves ahead of time? Jim Cramer sat down with four of TheStreet's top columnists recently to get their views. Click hereto listen to his latest Trading Strategies roundtable with them and read their advice for stocks, bonds, forex and gold.)