The following commentary comes from an independent investor or market observer as part of TheStreet's guest contributor program, which is separate from the company's news coverage.NEW YORK ( Insider Monkey) -- UBS Investment Research's report, "U.S. Morning Meeting Highlights," from January 13 discusses how stocks will be affected by the November elections. Analysts are of the opinion that Obama's victory would have a positive impact on "tech and industrial companies," whereas the "health care, financial, energy and consumer" companies will be negatively influenced due to tougher regulations. A republican victory, on the other hand, could prove to be beneficial for "universal banks, managed care, coal, defense and high-end consumer stocks."
8 UBS Stock Picks for 2012
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