The second-to-last week of Election 2016 did not go as Hillary Clinton would have liked, to say the least. Stocks that stand to do well with her in the White House took a hit, too.
News that the FBI is again looking into Clinton's emails rocked the former secretary of state's campaign -- and markets -- Friday, closing out what had already been a rough several days. The White House announced earlier in the week that Obamacare premiums will rise significantly next year, and the WikiLeaks release of a memo from President Bill Clinton adviser Doug Band cast a shadow onto the Clinton Foundation and its dealings.
It's not yet clear how the string of bad headlines have impacted Clinton's chances at the White House. A new Washington Post-ABC News Tracking Poll shows her with a two-point lead over Republican Donald Trump in a two-way match-up. A Politico/Morning Consult poll gives her a three-point edge.
TheStreet's Hillary Clinton Stock Portfolio, a set of 15 stocks that could benefit from Clinton's policies, fell last week. From market close Friday, Oct. 21 to market close Friday, Oct. 28, it tumbled 1.12%. TheStreet's Donald Trump Stock Portfolio, on the other hand, climbed 1.76%.
The Clinton portfolio dipped last Friday as well around the time of the email investigation news.
Renewable Energy Group (REGI) - Get Renewable Energy Group, Inc. Report was the worst performer in the Clinton portfolio last week. Shares fell 6.38% to $8.51 at market close Friday. The stock is down 8.4% year-to-date and is set to report earnings Wednesday after market close. Renewable Energy Group might benefit from Clinton's sustainable energy plans, including her stated goal to install 500 million solar panels nationally.
HCA Holdings (HCA) - Get HCA Healthcare Inc (HCA) Report declined 5.42% to $77.31. The hospital operator reported earnings Thursday, falling short of analysts' expectations on revenue but topping them on adjusted Ebitda. It also announced an agreement to sell its Oklahoma facilities back to its state university partner for $750 million. With Clinton in the White House, HCA could benefit from her efforts to make adjustments to Obamacare and an increased willingness among states to accept Medicaid expansion.
Aecom (ACM) - Get AECOM Report was the top performer in the Clinton portfolio last week. Its shares climbed 3.30% to $27.88 at market close Friday. The engineering and consulting company that in 2015 saw $2.6 billion in government contracts would benefit from Clinton's $275 billion infrastructure spending proposal.
SolarCity (SCTY) rallied 2.70% to $20.53 last week. The company got a boost from a positive earnings report out of Tesla (TSLA) - Get Tesla Inc Report , which is set to acquire it. Late Friday, Tesla and SolarCity unveiled their solar roofs and updated batteries. SolarCity, like Renewable Energy Group, might be well served by Clinton's clean energy platform.
Here's how the entire Clinton portfolio did last week, leading with the top gainers:
Smith & Wesson (SWHC) 03.31%
Aetna (SWHC) -3.47%
HCA Holdings -5.42%
Renewable Energy Group -6.38%