The Motley Fool's Market Checkup drills down on the hottest headlines and biggest market movers in the health-care sector. This episode -- featuring a special guest appearance by Dan Caplinger, The Motley Fool's director of investment planning -- highlights a biotech stock that popped 40%, gives a full examination of the Affordable Care Act's debut week, and finishes off with two stocks poised to profit from Obamacare.
In the following video, Fool health-care bureau chief Max Macaluso asks Dan for his pick on a stock that could benefit from Patient Protection and Affordable Care Act. Dan singles out Medtronic (NYSE: MDT ) as a potential winner, noting that with the current government shutdown impasse in Washington, lawmakers are looking to use Obamacare as leverage to make political gains. One possible issue that could come into play in the shutdown debate is the medical-device excise tax that Obamacare imposed on Medtronic and its peers, and opponents of the tax could seek to win its repeal in exchange for support of a spending measure and debt ceiling increase, potentially returning lost profits back to Medtronic. Moreover, the recent buyout offer that Stryker (NYSE: SYK ) made to acquire MAKO Surgical (NASDAQ: MAKO ) has turned attention to the medical-device sector once again. Dan and Max discuss the likelihood of a congressional deal to eliminate the tax, and Fool health-care analyst David Williamson also weighs in with his assessment of whether enough bipartisan support exists for the provision to get repealed.
Find out about Obamacare's other winners
The Affordable Care Act is rewriting the rules for the health-care industry, and Medtronic isn't the only potential winner from the legislation. Find out more about the stocks that could benefit the most from Obamacare in Dan's special report on the Affordable Care act, in which he walks you through these opportunities and the companies that are positioned to exploit them. To access this free report instantly, simply click here now.