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 analyst David Williamson discusses with health-care bureau chief Max Macaluso and Dan what's next for businesses after Obamacare's rollout. David notes that heavy early interest bodes well for health-care providers, although it remains to be seen whether the plans individuals choose will result in higher demand for elective medical procedures. He then points out that business employers are in a different situation, in that they aren't restricted to open-enrollment periods. David highlights WellPoint (NYSE:ANTM), and its strategy to have a big presence on Obamacare exchanges, as a potential winner from strong interest in the exchanges this week, and also notes that hospital stocks should get a benefit from more people having insurance. Certainly, shares of hospital operators HCA Holdings (NYSE:HCA) and Community Health (NYSE:CYH) have performed very well over the past year as investors anticipated a boost from Obamacare, so shareholders should be pleased with how this opening week went.
Neither David Williamson, Max Macaluso, Ph.D., nor Dan Caplinger have any position in any stocks mentioned.The Motley Fool recommends WellPoint. The Motley Fool owns shares of WellPoint. 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.