Just like Rosanne Adan used to say, “It’s always something!”  If you are reading this, you were invited to come into the private blog.  Just so that you know, Obama Shit Care will be making money for some.   Even though the Dow dropped today, somethings spiked.  Notice, the United Healthcare stock.  Yup, they are the ones putting that crapcare together.  I’m urgently trying to make the deadlines for everything to fall into place, otherwise we don’t get paid at work.  It’s absolutely disgusting that this cretin will be given four more to destroy the country.  Many of you do not know what is ahead.  It’s best not to make you fear anything.  I desperately wanted Romney to win because it would have put the brakes on this crapcare.  It is not to be.  Anyhow, this is where you want your money because these people are raking it in.

The Patient Protection and Affordable Care Act, the President’s health care initiative, set out new mandates, subsidies and credits to employers and individuals to increase Americans’ access to health care. Upon its passage in March 2010, investors began boosting the shares of drug makers, insurance providers and hospitals because they all suddenly had a lot more paying customers, courtesy of the government and taxpayers.

Shares of Pfizer PFE -1.58% , for example, had fallen 50% during the eight years of the Bush Administration, January 2001 to January 2009. In contrast, its shares are up 70% during the Obama Administration, almost in a straight line. Sixty-four percent of the gains in the maker of Viagra, Zoloft and Lipitor have come since ACA passed.

Insurance provider Unitedhealth Group UNH -4.22%  is up 73% since Obamacare passed. Smaller biotechs have gained a lot more, led by Alexion Pharmaceuticals ALXN -2.81% , up 252%.

Overall, SPDR Health Care XLV -1.82% , which includes all the health care stocks in the S&P 500, is up 31% since the President’s health-care law passed, vs. 27% for the broad market. It’s still a good bet going forward, as most of the benefits still lie ahead.

Home construction and real estate

The Obama Administration and Federal Reserve targeted the home-building industry for special attention since it is among the few industries that cannot outsource jobs overseas. The industry also provides the best income to workers without college educations. It also has a ripple effect on the economy, as new homes require paint, lumber, furniture, lawn care and the like.

iShares U.S. Home Construction ITB -0.57%  offers the purest exposure to the industry. It’s up 133% during the Obama term so far, vs. 69% for the S&P 500, and is still very strong. The best individual stocks include Lennar LEN -0.03% , PulteGroup PHM -0.50% , Louisiana Pacific LPX +3.31%  , Eagle Materials EXP -0.81%  and M/I Homes MHO -1.28%  among the larger companies as well as peripheral players like lawn-care machinery maker Toro TTC -1.23% , swimming pool supplier SCP Pool POOL -2.69%  and carpet maker Mohawk MHK -2.04% .

Likewise the real estate industry has benefited enormously from policy over the past four years, as quantitative easing has involved directly buying securities that support residential and commercial construction. iShares Real Estate IYR -0.61%  includes all the major players, including regional shopping malls specialist Simon Properties SPG -0.28% , which is up a cool 315% since Obama entered the Oval Office and still looks fine. Two new stocks with promise in the red hot mortgage servicing business are Nationstar Financial NSM -5.53%  and Home Loan Services HLSS +0.21% .

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