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Playing a Romney Rally in Health Care: Analyst

Different presidential election outcomes would benefit different health care stocks, Bernstein analyst Ana Gupte said Thursday on CNBC.

“In my space, I would firstly say you should be overweight managed care,” she said on “Fast Money.” “Margin headwinds would be a lot less worrisome.”

However, if President Obama wins, the trade is a bit different.

“On the other side, I would be underweight hospitals. I would be underweight medical devices,” she said, due to cost-cutting that would likely put pressure on those health care sectors.

Gupte also pointed out one area that was election-proof.

“Health IT I think is in a good place regardless of who wins,” she said.

Gupte’s top pick in the sector was Humana . She also held positive outlooks on United Healthcare, Aetna, Cigna and Wellpoint .

At the low end of the spectrum: Centene and Molina Healthcare.

Trader disclosure: On Oct. 4, 2012, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s “Fast Money” were owned by the “Fast Money” traders: Karen Finerman is long AAPL; Karen Finerman is long BAC; Karen Finerman is long JPM; Karen Finerman is long WMT; Karen Finerman is long TGT; Karen Finerman is long MSFT; Karen Finerman is long GOOG; Karen Finerman is short SPY; Karen Finerman is short IWM; Karen Finerman is short MDY; Joe Terranova is long VRTS; Joe Terranova is long WFM; Joe Terranova is long SWN; Joe Terranova is long TRV; Joe Terranova is long VZ; Joe Terranova is long VLO; Joe Terranova is long CSTR; Joe Terranova is long CHKP; Joe Terranova is long GLW; Joe Terranova is long EMC; Joe Terranova is long NXPI; Jon Najarian is long AAPL; Jon Najarian is long GS; Jon Najarian is long JPM; Jon Najarian is long GDX; Jon Najarian is long GLD; Jon Najarian is long FB; Jon Najarian is long AMZN; Jon Najarian is long GOOG; Jon Najarian is long ANR; Jon Najarian is long BTU; Jon Najarian is long R; Jon Najarian is long VLO; Jon Najarian is long MUR; Jon Najarian is long GLUU; Jon Najarian is long CME; Jon Najarian is long CBOE; Jon Najarian is long STSI; Guy Adami is long C; Guy Adami is long GS; Guy Adami is long INTC; Guy Adami is long AGU; Guy Adami is long MSFT; Guy Adami is long NUE; Guy Adami is long BTU.

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