U.S. Healthcare Legislation Investment Impact [View article]
Those enterprises that will profit from any increase in volume in patients and procedures would be the most likely to benefit. Abbott Labs, Covidien, Becton, Dicknson, C.R. Bard, Baxter Int'l etc.. Also, well capitalized generic drug makers. It's an ill wind that blows no one any good.
The reason so many are attracted to the 'buy' side of a short position vehicle is due to the strictures of custodial accounts. They cannot go short uncovered.
U.S. Healthcare Legislation Investment Impact [View article]
The 'Reflation' Top Ten Portfolio [View article]