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 ( InsiderMonkey) -- UBS Investment Research's recently published report, "US Morning Meeting Highlights," discusses how several different companies are likely to be affected this year. The report was published Jan. 13 and we will summarize its main points. UBS analysts are of the opinion that Obama's victory would have a positive impact on the "tech and industrial companies," but the "healthcare, financial, energy and consumer" companies will be negatively affected due to the tougher regulations imposed. A Republican victory, on the other hand could be beneficial for "universal banks, managed care, coal, defense, and high-end consumer stocks". In this article, we will discuss the buy-rated stocks mentioned in UBS's report. Follow TheStreet on Twitter and become a fan on Facebook. CSX ( CSX) engages in the provision of rail-based transportation services. It has been given a buy rating by UBS. Currently, CSX is the market leader in freight transportation services in the U.S. Despite an adverse macro environment and a volatile market, CSX is expected to generate significant profits and strong returns in 2012. Shares of the company are currently trading at $23 per share and are expected to reach a target price of $31, based on the earnings per share estimate of $2.34, for the year 2013.