Shares of hospital stocks fell, as news comes out of the White House that one part of the Affordable Care Act, the large-employer mandate, will be postponed a year until 2015. This directly impacts businesses with more than 50 employees, but is not to be confused with health exchanges or, more importantly, the individual mandate that requires everyone to buy insurance. 

In this video, health-care analyst David Williamson discusses how important the large employer mandate is for Obamacare, who this delay impacts, and why investors in hospital stocks could see this sell-off as a buying opportunity, including which stock is his favorite in the sector.

Follow David on Twitter: @MotleyDavid.

David Williamson has no position in any stocks mentioned. Follow David on Twitter: @MotleyDavid.

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