You also might want to look into healthcare. The demographics of the U.S. and other developed countries are getting older.
Also, the 1990's bull market was driven by industries and their logistics being affected by technology, but health care was an exception because the doctors, etc. resisted. It's only a matter of time before technology drives change to health care.
At first, Romney said he would repeal Obamacare, but then he said he would keep the parts that people like.
Even if Romney wins and does repeal Obamacare, and they switch Medicare to vouchers, health care stocks should still do good.