Believe it or not, the "fumble" of the new health-care law has winners—and they're all publicly traded health-care companies.
The rough rollout of the Affordable Care Act, euphemistically referred to as Obamacare, has President Barack Obama on the political ropes. However, health-care stocks are surging, even in the ensuing confusion of Obama's press conference on Thursday, in which he moved to stanch the bleeding in the individual health-care plan market. Amid the chaos, millions face the prospect of being forced off their insurance plans.
Apparently, investors don't see the current morass as problematic at all. In fact, the thicket of mandates favor the industry by effectively boosting both private and public spending on health care, sector analysts say.
(Read more: 'Obamacare Rally'? It's as good a reason as any)