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quali società trarrebbero vantaggi da una vittoria repubblicana?
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Cosa comprare se dovesse vincere Romney?
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NuovaEra2012
Nuovo Utente
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- 28/7/11
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- 6.168
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- 228
If Romney Wins Election 2012 Buy and Sell These Sectors – Money Morning - The Only News You Can Profit From
Stocks to Buy if Romney Wins
Election 2012
Bank Stocks
If Mitt Romney is elected 45th President of the United States, stocks in the financial and education sector stand to benefit, according to Credit Suisse Group AG (NYSE ADR: CS).
The three include: Bank of America Corp. (NYSE: BAC); Citigroup Inc. (NYSE: C) and JP Morgan Chase & Co. (NYSE: JPM).
Education Stocks
With Romney sitting in the Oval Office, education equities could get a much needed boost.
Since the start of 2012, stocks in this sector have plummeted 45% following the Obama administration's overhaul in federal student aid. The group is poised to fall further if Obama serves a second term as his camp chases another round of initiatives that would widely weigh on earnings, Credit Suisse notes.
Underscoring the pain stocks in this industry have faced was Tuesday's fourth-quarter earnings report from Apollo Group Inc. (Nasdaq: APOL), whose earnings tumbled 60% from a year ago. The for-profit education company, best known for its Phoenix Universities, said it's cutting 800 jobs and will close 25 campuses. Shares have performed just as bad as earnings, down more than 60% for the year.
A Romney victory would help the ailing sector Credit Suisse says. In addition to Apollo, Bridgepoint Education Inc. (NYSE: BPI); DeVry Inc. (NYSE: DV); and Strayer Education Inc. (Nasdaq: STRA) stand to gain.
Managed Health Care Stocks
Although Romney has not detailed in full his health care plan, he has made it clear he will dismantle Obamacare on Day One if elected.
Managed health care stocks and medical device markers (subject to a 2.3% excise tax under Obamacare) are perched for a rally if the GOP candidate is elected.
Avik Roy, senior fellow at New York based think tank Manhattan Institute, and an outspoken critic of Obama's health care plan, shared with Barron's his health care picks if Romney wins.
They include: Abiomed Inc. (Nasdaq: ABMD); Boston Scientific Corp. (NYSE: BSX); Integra Life Sciences Holding Corp. (Nasdaq: IART); Hill-Rom Holdings Inc. (NYSE: HRC); Stryker Corp. (NYSE: SYK); Zimmer Holdings Inc. (NYSE: ZMH); and WellPoint Inc. (NYSE: WLP).
Stocks to Buy if Romney Wins
Election 2012
Bank Stocks
If Mitt Romney is elected 45th President of the United States, stocks in the financial and education sector stand to benefit, according to Credit Suisse Group AG (NYSE ADR: CS).
The three include: Bank of America Corp. (NYSE: BAC); Citigroup Inc. (NYSE: C) and JP Morgan Chase & Co. (NYSE: JPM).
Education Stocks
With Romney sitting in the Oval Office, education equities could get a much needed boost.
Since the start of 2012, stocks in this sector have plummeted 45% following the Obama administration's overhaul in federal student aid. The group is poised to fall further if Obama serves a second term as his camp chases another round of initiatives that would widely weigh on earnings, Credit Suisse notes.
Underscoring the pain stocks in this industry have faced was Tuesday's fourth-quarter earnings report from Apollo Group Inc. (Nasdaq: APOL), whose earnings tumbled 60% from a year ago. The for-profit education company, best known for its Phoenix Universities, said it's cutting 800 jobs and will close 25 campuses. Shares have performed just as bad as earnings, down more than 60% for the year.
A Romney victory would help the ailing sector Credit Suisse says. In addition to Apollo, Bridgepoint Education Inc. (NYSE: BPI); DeVry Inc. (NYSE: DV); and Strayer Education Inc. (Nasdaq: STRA) stand to gain.
Managed Health Care Stocks
Although Romney has not detailed in full his health care plan, he has made it clear he will dismantle Obamacare on Day One if elected.
Managed health care stocks and medical device markers (subject to a 2.3% excise tax under Obamacare) are perched for a rally if the GOP candidate is elected.
Avik Roy, senior fellow at New York based think tank Manhattan Institute, and an outspoken critic of Obama's health care plan, shared with Barron's his health care picks if Romney wins.
They include: Abiomed Inc. (Nasdaq: ABMD); Boston Scientific Corp. (NYSE: BSX); Integra Life Sciences Holding Corp. (Nasdaq: IART); Hill-Rom Holdings Inc. (NYSE: HRC); Stryker Corp. (NYSE: SYK); Zimmer Holdings Inc. (NYSE: ZMH); and WellPoint Inc. (NYSE: WLP).