The giant health insurer has executed well under McCallister and seems positioned to benefit from continued high health care spending. Like its competitors, Humana depends heavily on
the federal government: More than 75% of revenues come from Medicare and other federal programs. Given how strapped the feds are these days, this suggests a fair amount of uncertainty
for Humana. Even so, McAllister boosted sales by 9.5% over the past year, while profits are up nearly 11%. Investors noticed, driving the stock up by more than 35%.