9. The Government Made Me Do It
My ninth theme? I'm calling it "the government made me do it." These are stocks that are related to the costs of the new healthcare system that kicks in next year, and the chits are already being played. The temporary-staffing companies, like Robert Half (RHI), Manpower (MAN) and Insperity (NSP) were red-hot coming into the year, and I think they will stay that way. That's because temporary staffing is a way to beat the new taxes businesses might have to pay because of the government mandates.
The hospitals also work -- notably Tenet Healthcare (THC) but also Community Health Systems (CYH) -- because they're doing much better under the Affordable Care Act. Those are winners and will remain winners, because the law pretty much mandates that they have to be.