
President Obama recently declared that the H1N1 swine flu virus is a national emergency. This gives the administration martial law-like authority to setup measures to proactively protect Americans from the virus in case of a serious outbreak, including stockpiling a significant amount of swine flu vaccines and being able to open quarantine centers to isolate infected Americans even if they object.
The vaccine orders will also profit someone.
This is why I'm choosing Novartis AG as a short term buy, holding for a quick bump in Q4 2009 and Q1 2010 profits. Obviously, the question to hold the stock pass those two quarters is dependent on the world's ability to prevent outbreaks.