How to position your post-election portfolio- USA Today 10-23-12

Salient to Investors:

Barry Knapp at Barclays says no election has mattered more.

Jeff Kleintop at LPL Financial says many industries are heavily influenced by legislation and regulation, so a change in policymakers can have a big impact.

S&P Capital IQ says that since 1900, the stock market, economic growth and corporate earnings in the USA fared better under Democratic leadership.

A Romney win helps financial stocks, especially big banks, defense contractors, oil-exploration companies, coal stocks, luxury retailers.

An Obama win helps hospital stocks, home builders, infrastructure, alternative-energy, municipal bonds.

Read the full article at http://www.usatoday.com/story/money/markets/2012/10/23/presidential-election-stocks-winners-losers-/1649965/