A Clinton Portfolio Aim for logical plays and avoid targets like tobacco DEFENSE: Years of attacks on the defense budget have finally abated. Some aerospace companies with strong links to the Pentagon, including Lockheed Martin (LMT), Thiokol (TKC), and Tracor (TTRR), are likely to benefit from the shifting winds of congressional opinion. HEALTH CARE: The possibility of a bipartisan commission to address Medicare should help HMOs with strong Medicare franchises such as PacifiCare Health Systems (PHSYB). And an emphasis on cost containment may benefit some generic-drug makers such as Watson Pharmaceuticals (WATS). TECHNOLOGY: If the Democrats hike overall regulation, companies that provide ways to enhance worker productivity may do well. Among them: Process control companies such as Parametric Technology (PMTC) and information management plays such as IBM (IBM). EDUCATION: Companies that may benefit from Clinton's proposals to provide public funding for private education and Internet access for all schools include Apple Computer (AAPL), which is strong in education, Children's Comprehensive Services (KIDS), which works with schools specializing in special education, and Sylvan Learning Systems (SLVN), which provides tutorial services. DATA: BUSINESS WEEK Return to main story

Updated June 14, 1997 by bwwebmaster
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