"Obama" Stock Plays:  Health, Infrastructure

In less than eleven weeks, the Oval Office gets a new occupant. How does Barack Obama's arrival on Pennsylvania Avenue transform the landscape on Wall Street?

Formula Capital's James Altucher tells CNBC he's identified a couple of planks in the winner's campaign platform that should work in favor of some selected stocks.

Recommendations:

"On health care, you have Health Management Associates, a chain of hospitals," he said. "More health care for people means more people doing emergency room visits, more people doing surgeries; this company will benefit huge." (See his full comments in the video)

Stock Plays for Right Now
Stock Plays for Right Now   

Altucher's infrastructure plays are KBR and Manitowoc.

"Obama wants to set up a national infrastructure reinvestment bank to basically pour dollars down on transportation projects," he said.

Disclosures:

Disclosure information for James Altucher was not immediately available.

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