Conventional thinking proclaims that the Affordable Care Act, a.k.a. Obamacare, is a complete disaster for medical device stocks in part because of a punitive 2.3% excise tax on revenue. This has caused concern among investors and sent companies scrambling to cut costs and protect margins.
In this video, health-care analyst David Williamson looks deeper into some tailwinds that may propel certain medical device stocks higher. Watch and find out where medical device investors living in an Obamacare world should focus their attention.
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David Williamson has no position in any stocks mentioned. The Motley Fool recommends MAKO Surgical and owns shares of Zimmer Holdings. Try any of our Foolish newsletter services free for 30 days. We Fools may not 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.