Revenue and earnings per shares will grow at high single-digit percentage rates. The stock sells at 11 to 12 times current-year earnings. You don't have to worry about what happens in Greece or Spain. The real wild card is how the U.S. Supreme Court will rule on the Obamacare lawsuit. I am expecting the law will be nullified in whole or part. If that happens, the health care providers should benefit and we can get back to a health care system based on competition rather than government-mandated regulations. To see these stocks in action, visit the 5 Stocks With Exclusive Exposure to North America portfolio. -- Written by Scott Rothbort in Millburn, N.J.