Latest Georgia polling favors Republicans, says JPMorgan

The latest Real Clear Politics polling averages increasingly favor the Republican Senate candidates in Georgia, JPMorgan analyst Gary Taylor tells investors in a research note. Betting markets currently give Republicans 76% odds, versus 68% last week, of winning at least one of the two seats, the analyst adds. Taylor sees the January 5 vote as a "miniature new clearing event" for Managed Care sector valuations, sentiment and performance. Humana (HUM) shares and the sector broadly would likely benefit most from a Republican win, while Centene (CNC) shares would likely benefit most from a Democratic sweep, says Taylor.