3 Health-Care Stocks That'll Thrive Through Reform: Manager

Health-care and pharmaceutical stocks are facing a great amount of uncertainty in the wake of health-care reform. Rosanne Ott, co-portfolio manager at Alger Health Sciences Fund, offered CNBC her investment advice and favorite stocks.

Investing in Health Care
Investing in Health Care   

Investors should look for stocks that are growing their revenues faster than Wall Street expected; that are introducing a new product cycle; and are either a monopoly or oligopoly that will grow its units faster than its competitors, said Ott.

"I think everything's going to be affected in some way, shape or form, but it's a matter of what's going to have the least amount of effect" from reform efforts, Ott said.

Ott Likes:

NuVasive a spine technology company. It has created a product that allows surgeons to perform more procedures in one day.

Life Technologies — a biotechnology tools company she said will benefit from stimulus spending in the next 12 to 18 months.

Intuitive Surgical — a monopoly in surgical robotics, Ott said.

"It's growing its revenues faster than people anticipate even in the environment of health-care reform, where hospitals have very tight capital equipment budgets."


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Disclosure information was not available for Ott or her company.