Huge Profits… If Congress Does This One Simple Thing

Will you be ready when $93 trillion suddenly rushes out of certain investments - and into others? Financial expert Marc Lichtenfeld believes this moment is fast approaching. Ironically, the ongoing bull market in stocks will hasten this event's arrival. Some investors will get very rich. Others will get crushed - especially when it comes to their "safe" holdings. But you don't have to be one of them - not this time. He's created this presentation to ensure that you come out on the winning side. Watch it here. Wednesday, November 12, 2014 | Issue #2415 The Next Congress Could Deliver Profits for This Sector Marc Lichtenfeld, Chief Income Strategist, The Oxford Club "Meet the new boss Same as the old boss" - The Who On this week's Oxford Club Radio show, I referenced The Who's epic anthem "Won't Get Fooled Again" when I discussed why I'm not expecting last week's midterm election to change much for the markets or the economy. Which is not necessarily a bad thing. Unemployment is down, job creation is up - particularly by small- and medium-sized businesses - the economy is chugging along and the stock market is at record highs. Gridlock in Washington has been a good thing. And like Alexander Green said last week, other than the Keystone Pipeline getting signed into law, I don't expect a damn thing to change. With one small but potentially lucrative exception. On January 1, 2013, as part of the Affordable Care Act, the medical device excise tax went into effect. Companies have to pay a 2.3% tax on sales of medical devices. Other healthcare companies are not obligated to pay a similar tax. According to Advamed, a medical technology industry association, the special tax resulted in 14,000 job losses and 19,000 more positions that were not hired. Once the new session of Congress opens, Republicans will waste a lot of time and money trying to repeal the Affordable Care Act, knowing full well they do not have the votes to beat a veto by the president. 4 year lows for gold and silver - take advantage now! Now is the time to take advantage of precious metals prices. Gold and silver are trading below the cost of production. Learn about other 'buy signals' for these precious metals. As a Pillar One Advisor, Asset Strategies International is offering Oxford Club members our best prices on gold and silver coins. Make the most of great pricing before it's too late! After that, they will likely try to chip away at the law, including the medical device tax, the repeal of which actually stands a chance of gaining bipartisan support, if not presidential acquiescence. Should the medical device tax be repealed, it could have a meaningful impact on earnings of device makers. Analysts at Oppenheimer calculated the impact to earnings per share on a number of medical device companies. The findings are in the table below. You can see that each company will be affected differently, but the biggest impacts, on a percentage-of-EPS basis, will be to Integra LifeSciences (Nasdaq: IART), Volcano Corp. (Nasdaq: VOLC) and Boston Scientific (NYSE: BSX). Interestingly, two of the companies that will benefit the most from the elimination of the medical device tax also are the cheapest stocks on a price-to-earnings (P/E) basis. Boston Scientific trades at 13.7 times forward P/E based on Oppenheimer's earnings estimate without the tax. Integra LifeSciences is even more of a bargain at 13.2. That compares to the average forward P/E of the sector (with the tax) of 24. Boston Scientific is a $7 billion a year company with 23,000 employees around the world. It makes a wide variety of medical products from ultrasound imaging devices to forceps. Integra LifeSciences is much smaller, with less than $1 billion in annual revenue and just over 3,000 employees. Integra makes tools for surgeons, such as a device to fuse vertebrae and a skin-regeneration system for burn victims. The broad market should do well if Washington remains stuck in neutral. But a cheap medical device maker that will benefit from a removal of an onerous tax may be a way to generate above-average returns. Good investing, Marc Editor's Note: The market often sends powerful signals that a major rally is set to begin... in a sector or an individual stock. Marc discovered his own "proprietary signal" last year. When it happens, it's like a bolt of lightning that ignites a fire under a stock. And in the world of medicine, lightning has been striking a lot lately. To learn more, click here. Click here to post a comment on InvestmentU.com Hot New Picks Delivered to You Daily! Despite this year's rough start, our investment analysts are still finding dozens of opportunities every month for their subscribers to score double- and triple-digit gains... And now you can have select plays sent right to your email - every day - for just pennies on the dollar. Click here now to find out more. Reader Favorites From Investment U Alan Greenspan Confesses by Mark Skousen Tuesday, November 11, 2014 I just returned from the 40th anniversary of the New Orleans Investment Conference, where the keynote speaker was former Fed chairman Alan Greenspan. Although he's 88 years old, he was surprisingly lucid and had a number of things to say about Wall Street. Read On... Investment U Plus by Bob Keaveney Wednesday, November 12, 2014 Healthcare stocks have been going gangbusters this year, with all major sectors up double digits. Marc is recommending one company that charged 19% in just a few weeks, with plenty of upside remaining. Readers of Investment U's premium edition are learning about it today. Find out how to join them by clicking here. Time to Pick Up Shares of Fossil Group (FOSL)? by Ryan Fitzwater Wednesday, November 12, 2014 Shares of fashion accessories and watch maker Fossil Group (Nasdaq: FOSL) are up over 11% today after posting third quarter earnings and sales that beat analysts' estimates. Let's see how it performs on the Investment U Fundamental Factor Test. Read On... You are receiving this email because you subscribed to Investment U. To unsubscribe from Investment U or to manage your account, click here To cancel by mail or for any other subscription issues, write us at: Investment U Attn: Member Services 105 West Monument Street Baltimore, MD 21201 Keep the emails you value from falling into your spam folder. Whitelist Investment U. Question? Comment? Need help? Contact us here. 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