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Stock strategists and analysts try to carefully calculate the possibilities. For example, Illinois Senator and Democratic hopeful Barack Obama's ambitious proposal to reform health care is widely expected to squeeze profit margins in the health-care industry, particularly for big insurers such as UnitedHealth Group (UNH) and Humana (HUM). His environmental proposals may help alternative energy companies, while his plans to spend more on infrastructure and universal Internet access could help construction firms and technology companies.
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