OUR REPUBLICAN PRESIDENT:

[T]here's one big industry group that owes a huge debt of gratitude to President Obama: health insurers. UnitedHealth (UNH) reported earnings that topped forecasts Wednesday morning and its stock rose 3% to a new all-time high as a result.

More coverage = higher revenue and profits. UnitedHealth has outperformed the broader stock market by a wide margin since the Affordable Care Act, or Obamacare, was signed into law in March 2010.

The stock also beat the market last year as most of the provisions of the ACA went into effect and consumers started to receive coverage.

Simply put, greater access to health insurance has led to more customers for the insurance giants. And UnitedHealth is not the only company to benefit.

The other four members of the so-called Big Five health insurers -- Aetna (AET), Cigna (CI), Humana (HUM), and Anthem (ANTM) (formerly WellPoint) -- have all beaten the S&P 500 over the past five years or so as well.

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