Post election stock picks
Hilary Kramer on why she's predicting the healthcare sector will be one of the biggest beneficiaries
- Duration 11:25
- Date Nov 9, 2012
Hilary Kramer on why she's predicting the healthcare sector will be one of the biggest beneficiaries
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A lot of these topics with Hilary Kramer joining us from and -- -- -- an investment strategist an editor and an author of two bucks.
The little book -- big profits from small stocks as well as ahead of the curve.
And I think you for coming not fashion okay so -- -- that a lot to talk about I just stick with the election.
And you let you you pick stocks for a living and a whole.
Post election now.
Where would you allocate money.
Well if you're looking for specific opportunities that are correlated to President Obama being back in office in the Indian health care sectors this right typically -- health care and be repealed -- this -- Specifically in health care services act which would be looking at.
Are the hospital companies didn't run hospital chains as well as other health care services so.
In my case I like HCA which -- hospital.
Hospital company that is national.
So HC I don't runs hospitals more salads more people have health insurance premium of 35 million more people are going to be insured.
Up in the coming three years.
And so those reimbursements are going to help companies like HCA.
But then -- also companies like to -- test the ticker symbol his TV and -- did he test.
Runs dialysis centers across the country the largest chain of dialysis centers so there's a lot.
And economies of scale that -- is able to push through their network.
Especially because of their ability to it to.
Have a lot more purchasing power.
And then in terms of dealing with insurance companies for reimbursements of HCA deviate either companies that really will do well in the coming years about the health insurance.
Well the health -- this -- a little bit more difficult because we don't know exactly how.
This is going to play out in health insurers may have to take a cut may be forced to insure certain people that otherwise they wouldn't have wanted to ensure.
So it's only time will play out Asia in terms of that -- but there will be some winners and there's going to be some -- -- and why HCA as opposed to some other health -- hospital operators out there will HCA has an excellent shop and trying to reduce a lot of -- in hospital infections.
To bring in hospital lists -- this is a new trend where doctors worked directly for the hospitals themselves as well as.
I'm -- to use a lot of outpatient care outpatient surgical room.
Suites and -- opportunities.
So that -- less beds that are taken so it's really -- efficiencies and HCA really runs.
A tight ship goods health care of their patients.
It's now what about international action we have -- Miami international markets right now may be speaking -- your upstart went and yes okay let's talk that Europe.
In you're there with excellent opportunities.
-- -- companies like Vodafone DOD which -- in the second largest Telecom operator in the world and -- -- our rise and start arriving but also and every eastern European country in Africa.
In a company that's only going to grow larger and don't forget a lot of it Telecom companies and are really almost like banks because they do electronic payment services and -- -- there's.
New forms an ancillary revenues that are coming in temperature tech companies he means SEP.
And big companies.
On the infrastructure space.
You know that could -- be.
You know very very like veolia VE which is a water company that has just been decimated with the the debt load.
But what I really like is Latin America we totally -- Rosie OLA has been the only downhill anything's ballot time to billing and a lot of fun hasn't -- In Europe who really understands companies -- that this is a very well managed company that continues to grow.
But you're not buying in at such.
-- high inflated price we're at something like the only -- water company which is down over 50% in price.
On the has opportunity because we still have.
A problem with water globally and veolia -- is in the water desalination business water filtration systems.
For you are up by something that's been beaten down or biased stock that's kind of like staple something -- always gonna -- matter how cash strapped yeah -- currently.
What plumber could -- cuddle me break -- well this is -- this today.
The -- of Brazil I don't really really attractive right now to Latin America and then because Latin America.
The stocks have come down really sharply they're specially in Brazil.
Latin America is considered natural resource rich country oil so logo I feel like me half aluminum -- iron or you.
Whole ordeal -- it's only natural resource at the soonest in the end.
-- -- dropped in China and Latin America dropped as well I think the end in Latin America.
This stocks -- expect trends in the stocks -- become somewhat unpopular here but there's some real growth opportunities Mercado were part of the break -- end EL I.
77 dollar stock -- the eBay.
Of Latin America.
That growth projections are incredible 20%.
Year over year into not only is -- eBay but also in these other businesses like electronic payments and the -- eBay.
On has PayPal and that's driving the growth of -- -- Is seen here with Mercadolibre there in Venezuela Argentina.
Her reply yeah but Brazil is 55% of their sales Mercadolibre continues to add to gains train.
And could also become a very popular stop.
You know with the with the technical traders that are looking for for growth growth players okay and then on.
You also like some tough on tech companies likes -- yes block is one of my favorite SPL -- it's an opportunity can you thought -- -- -- only.
I didn't -- six the last six months but its longest 26 dollars down from 39 dollars and hits flunking as you.
I'm sure know is going into caves and explained it's that I did not yet that OK OK let's let's kilometers do so as long as PLK.
Is a takeoff on that name because -- -- us -- take all the data meant.
-- accompany me half let's say Macy's has all this information that they have from.
Online orders in web applications.
And and in inventory your own systems as well -- -- from social media.
They'll take that information supply uncle figure out and help a company.
Streamline and focus your sales after as well as their efficiency in terms of processing online monitors and targeting customers.
By taking that data and analyzing stocks come off strongly because now the entire cloud space.
Has obviously you know how to really hard time the last few weeks he'd be going into a company that when the market does come back.
Spla has the opportunity go up really strongly and this is the direction companies need to going to hear company like Macy's.
-- -- union company likes -- to tell you that.
Girls eighteen to 26 are looking at shoes -- accident ends -- can help you.
Go and target girls' eighteen to 26 and get out there and advertise she is so -- you can attractive in bright and it like there's quite quite an attack on the right now okay.
Down quite a bit from the IPO OK so you're talking about data and a cloud.
And tack at this being there the big theme right now -- -- used to be if you are the tech stock with.
China our social -- -- seal it.
You did well but China is not doing so well anymore and neither is -- social media sphere I'll Groupon not love FaceBook.
Are you bullish on China.
And are you bullish on social media.
-- China rate.
Now has -- fiscal and monetary policies in place that will significantly.
Continue to improve.
And and home.
The -- economic force of China's exporting.
The problem with China though of course is.
Ironically because these fiscal and monetary policies it's not internally within China is -- China depends on the US not -- -- the fiscal -- and depend on Europe.
Not defaulting on its credit so China in some -- is held captive now by what happens in the rest of the world.
So so China us China has been very strict and disciplined and has seen a rise that -- in.
In real estate sales.
Do you want had been very strong it's actually just came down -- on four month high -- currency.
-- digits in the past 24 hours so so China isn't cut isn't on an area where I'm investing my money.
And it's not an area where investing in US stocks there in China like I would not right now.
The be rushing into companies like -- news -- Caterpillar.
Even though -- as one of my paper company Johnson Controls when my top paper companies.
Yet they're struggling like China controls Johnson Controls makes auto parts.
For cars right around and Johnson Controls has -- -- big growth driver is China thank you don't have OK so.
China right now is not -- I would be focusing.
A home but what you do you want to be thinking about you going forward in terms of social media.
Is some of the B traditional players and where they could play a bigger part in social media new one of the one of the problems that.
Groupon is happening is that Amazon DMZ and which is when -- my favorite growth stocks right now.
Amazon is now -- with Groupon did they know -- not like they know what you're what what your interest in and they go back and they target you when they give you special offers.
Was was at a regional.
Unto itself at one point.
But just like you know well found its demise because -- -- needed the walled garden.
Of navigating the web.
Once browsers came out it's no different with Groupon there other your other companies -- -- -- -- -- -- -- To target and they have even more information because it is hereby from Amazon so -- with your interests -- -- Groupon acquisition -- it.
He thinks Groupon dead I mean come on don't aren't -- -- -- -- chest.
You knew the final -- -- I've great respect for what they built and when they built it.
But if -- relevant issues sold themselves and it could happen late kayak just sold themselves a straight line rent that's right they knew they were doing.
Right -- that the big players that are.
Capitalizing at monetizing air we have right and having some of the social media.
Will also come of course means social media companies that I really attracted to him -- -- -- the more private -- -- playing out yet it's my second they've got to wrap this up and -- -- -- -- -- next -- -- -- fiscal -- Send -- -- it says there's a 50% chance that we thought.
Fiscal spending cuts and tax hikes on January wanting to your -- Even if we do pull off the fiscal cliff.
I think that there will very quickly within 48 hours he paid bipartisan in.
A negotiation it'll be worked out I don't think we're gonna see tax hikes.
I think we're gonna see spending cuts because RA politician on either side wants to be the one who raised taxes on their constituents.
Harry thank you so much thank you for comment -- -- -- let's say it right now.
Hilary Kramer investment strategist and editor with thinking it's okay and Andre three jets.