Is America Prepared for Obamacare's Debut?

Enrolled Americans begin enjoying benefits of the Affordable Care Act on Jan. 1.

Jan 1, 2014 at 7:00AM

The Jan. 1 episode of The Motley Fool's Market Check-Up features Fool health-care analyst David Williamson discussing the biggest stories affecting Big Pharma, biotech stocks, and the health-insurance industry today.

The stock market is closed on the first day of 2014, but the New Year's holiday hasn't stopped Obamacare from going live. The Affordable Care Act has been the law of the land for years, but the most tangible part for millions of Americans will be new insurance coverage. Enrollment on the marketplace surged in December, and, if also including the Medicaid expansion, roughly 6 million newly insured Americans begin coverage today.

That leads investors to the big question: Is the health-care system ready to handle the Obamacare patient surge, and will any stocks be set to profit?
There will be problems, possibly from insurers having incomplete data on the swarm of new customers, but David is largely inclined to say yes, the system is ready. There is pent-up demand for health-care services, and those with insurance are more likely to use them. This could help hospital stocks, which have been struggling with lower utilization. LifePoint Hospitals in particular could benefit, as Obamacare should cover a particularly large portion of its uninsured mix, but HCA Holdings remains my favorite of the group, given its strong free cash flow generation and dominant market position.
Investors need to pay special attention to the enrollment mix data. The Obama administration says it is coming, but we have yet to see it. While the young 30-somethings are seen as key to making the law function, the driver of hospital growth will be the older customer with pre-existing conditions who makes frequent visits. What is good for the insurers is bad for the hospitals, and vice versa. 
For more information, check out the following video.

What you need to know about Obamacare
Obamacare seems complex, but it doesn't have to be. In only minutes, you can learn the critical facts you need to know in a special free report called "Everything You Need to Know About Obamacare." This free guide contains the key information and money-making advice that every American must know. Please click here to access your free copy.

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

The Motley Fool has no position in any of the stocks mentioned. Try any of our Foolish newsletter services free for 30 days. We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

4 in 5 Americans Are Ignoring Buffett's Warning

Don't be one of them.

Jun 12, 2015 at 5:01PM

Admitting fear is difficult.

So you can imagine how shocked I was to find out Warren Buffett recently told a select number of investors about the cutting-edge technology that's keeping him awake at night.

This past May, The Motley Fool sent 8 of its best stock analysts to Omaha, Nebraska to attend the Berkshire Hathaway annual shareholder meeting. CEO Warren Buffett and Vice Chairman Charlie Munger fielded questions for nearly 6 hours.
The catch was: Attendees weren't allowed to record any of it. No audio. No video. 

Our team of analysts wrote down every single word Buffett and Munger uttered. Over 16,000 words. But only two words stood out to me as I read the detailed transcript of the event: "Real threat."

That's how Buffett responded when asked about this emerging market that is already expected to be worth more than $2 trillion in the U.S. alone. Google has already put some of its best engineers behind the technology powering this trend. 

The amazing thing is, while Buffett may be nervous, the rest of us can invest in this new industry BEFORE the old money realizes what hit them.

KPMG advises we're "on the cusp of revolutionary change" coming much "sooner than you think."

Even one legendary MIT professor had to recant his position that the technology was "beyond the capability of computer science." (He recently confessed to The Wall Street Journal that he's now a believer and amazed "how quickly this technology caught on.")

Yet according to one J.D. Power and Associates survey, only 1 in 5 Americans are even interested in this technology, much less ready to invest in it. Needless to say, you haven't missed your window of opportunity. 

Think about how many amazing technologies you've watched soar to new heights while you kick yourself thinking, "I knew about that technology before everyone was talking about it, but I just sat on my hands." 

Don't let that happen again. This time, it should be your family telling you, "I can't believe you knew about and invested in that technology so early on."

That's why I hope you take just a few minutes to access the exclusive research our team of analysts has put together on this industry and the one stock positioned to capitalize on this major shift.

Click here to learn about this incredible technology before Buffett stops being scared and starts buying!

David Hanson owns shares of Berkshire Hathaway and American Express. The Motley Fool recommends and owns shares of Berkshire Hathaway, Google, and Coca-Cola.We Fools don't all hold the same opinions, but we all believe that considering a diverse range of insights makes us better investors. The Motley Fool has a disclosure policy.

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