joe deaux is a reporter at thestreet.com. joe, we mentioned earlier the amount of money that is likely to be raised and spent by corporations this election cycle. are they taking sides with these campaign contributions? >> the idea after citizens united went through is that they were going to take sides and they were going to have this massive-- but what investors are starting to realize is that board members don't like to align themselves off when one party or one candidate. and shareholders of those companies are also pretty diversified and their own ideologies on things. so what we're seeing is that maybe these companies, though they now can contribute a lot of their own money from their, from their actual corporation, they're really not taking side as much as people might think. it is really individuals who are giving a lot of money to super pacs. >> maybe not the corporations but the individuals. you mentioned shareholders, there have been a lot of shareholder efforts over the last few years to try to force companies to

joe deaux is with us. as we await this decision how should investor as approach the stocks -- >> investors can expect one of two decisions to come down. one the supreme court is going to strike down obama care entirely or it is just going to uphold the whole thing. most of the republicans and democrats and law professors i've spoken to said that they are not going to legislate from the bench, as they call it, and strike down one part. >> tom: so it is's kind of all or nothing if that is the decision, if it's nothing t if the health-care reform law is struck down entirely then your experts are saying watch medicare hhmo stocks, like amerigroup, molina and-- why this group? >> it's pretty simple. these guys were expecting to have between 16 and 20 million more people eligible to sign up for medicaid and so they thought if we are going to have this many more people enrolling it's go stock great for our revenues. but if they strike it down obviously they're to the going to have all those people signing up for