Dow: Ninth gain in 10 days

It's not a huge gain (43 points), but it reinforces what's been a mostly positive mood on Wall Street these last few weeks. The Dow is now closing in on 10,800. Health care stocks had kind of a mixed day - hospital companies and drug makers did well, while managed care companies did not (Wellpoint was down 1 percent). Barrons was cautious in assessing what the health care bill means for investors, calling the landscape "ripe with potential and peril."

Now that the bill has actually passed, a large overhang of uncertainty has been lifted. That said, health-care stocks already priced much of that with their bullish week-long run prior to the vote. Additionally, many details must still be hashed out, and any change will continue to roll out slowly, with new regulations not set to take effect for several years. Regardless of how individual health-care stocks are reacting today, the fate of the underlying fundamentals will continue to shift for some time to come.