J. Christoph Amberger

Buying Healthcare Stocks for an Obama Presidency (Part III)

While I consider the underlying demographic trends in America bullish for a select number of medical REITs, health care and pharma stocks, I can't help but think that an Obama presidency -- undoubtedly accompanied by Democrat dominance of House and Senate -- will result in an overall strengthening of the trial lawyer lobby.

Based on the demonization of oil companies and the call for redistribution of their 8.9% margins, the public image of HMOs and pharma companies would indeed make these industries prime candidates for confiscatory tax policies and tort/malpractice lawsuits.

Would you mind addressing how a change in the political culture would affect these companies?