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Private Briefingwith WILLIAM PATALON III, Executive Editor
As we move into late July – and find that August is right in our windshield – we’re also hitting prime vacation season.
And if you’re like me, you want to use that time to catch up on your reading…
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With U.S. President Barack Obama holding a narrow lead in the polls over Republican challenger Mitt Romney, investors need to be prepared for a win by either candidate.
Strangely enough, history has shown that the stock market actually does much better under Democratic presidents than Republican ones - three times better since 1913, according to The New York Times, and more than five times better since 1960.
Of course, that doesn't mean there won't still be plenty of stock market opportunities if Romney wins the election. It just means investors must be a bit more selective, targeting leading stocks in industries that have a history of prospering under GOP policies, especially those directly affected by planks in the Republican platform.
Sectors that fall into this category include certain health insurers, medical device makers, energy companies, domestic oil exploration outfits, utilities, transportation firms (especially railroads), and defense contractors.
Let's take a look.
The fortunes of the health insurers and medical manufacturers are, of course, linked to the fate of the Patient Protection and Affordable Care Act (PPACA) -popularly known as "Obamacare."
Romney and the GOP are committed to repealing the universal healthcare program, which mandates insurance coverage for every citizen and imposes numerous taxes and reductions in doctor and insurance reimbursements to pay for it.
As the Obamacare law is currently written, it would cut deeply into the revenue of companies providing commercial health insurance plans, especially those covering managed-care programs and offering supplemental insurance to seniors on Medicare - so called Medicare Advantage plans.
Analysts for Citigroup Inc. (NYSE: C) recently projected these companies could see an annual drop of up to 15% in revenue and earnings if Obamacare survives, but would likely see earnings rise by 10% or more if it is repealed.
Given that, two healthcare companies to look at if Romney wins election are:
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