This morning, Crystal Research's CEO Jeff Kraws was invited to participate in a roundtable discussion to analyze how investors should be reacting to President Obama's State of the Union address. The segment was hosted by Thomson Reuters' Rhonda Schaffler and also featured David Joy, Chief Market Strategist of Ameriprise Financial, and Craig Irwin, Senior Vice President at Wedbush Securities.
Mr. Kraws spoke specifically about effects on the healthcare industry, while Wedbush's Irwin and Ameriprise's Joy covered energy, cleantech, and technology impacts.
Kraws' key takeaway was to look to innovators in the healthcare industry for future value, chiefly those companies that are trimming costs and becoming more efficient in order to invest more heavily in their R&D. These companies seek to create future growth, and are in line with objectives for reducing overall healthcare costs by providing the medicines and products that keep people healthier. His recommendations range from stalwart drugmakers like Pfizer and Bristol-Myers to smaller, innovative firms like Unilife or MetaStat and generic manufacturers like Teva.
In the energy and cleantech sectors, innovation will also be key going forward. Irwin described several stocks to look at for value in these sectors, including Bridgelux, Cree, and Johnson Controls. Each of these firms--in addition to 60 other growing companies--is profiled in our December 2012 report, Nanotechnology and the Built Environment: Investing in Green Infrastructure. The report offers a detailed look at the U.S. infrastructure industry and how developments from advanced lighting technologies and deployment of a smart power grid to 3D printing are changing the face of our built environment and creating new investment opportunities.
View the entire Reuters' segment below (~25 minutes):