We have finally got our Stockpickr portfolio up and running. This one here specifically pertains to our recent focus – the Stimulus Package. But you can expect us to continue coming out with more general portfolios in the near future as well as keeping you updated with our progress.

Stockpickr is typically a great forum for looking over portfolios and analyzing investment opportunities. Indeed it has not failed us in providing a look at some great stock picks for playing off of the stimulus package.
We are currently working on our Obama Stocks portfolio, also on stockpickr, and expect it to be rather presentable within [...]

Dan Clifton, head of policy research at Strategas Partners, was on Kudlow & Company the other night with a solid list of stimulus winners and losers. You can view the video here (the one titled Stimulus Winners and Losers).
Right off the bat, Clifton said wind and solar were safe calls because of the new grant [...]

We all know that the stimulus package is going to be the big spending bill of the year, making it the ‘pork barrel’ – so to speak. The fact that there is going to be quite limited appropriations of cash for the rest of 09, this does a lot for us in determining the timing [...]

With its specific goal of stimulating the economy and creating jobs, it’s only natural that the stimulus package would include significant amounts of government cash allocated to creating infrastructure. There was an excellent article on Seeking Alpha pinpointing a few solid picks that ought to pull up in mid-February when the bill is expected to [...]

President Obama’s agenda seems to have taken a hit on one of his first initiatives: the stimulus package. Failure to pass this bill quickly indicates several things to the keen observer.
1. The hope for astounding bi-partisanship and cooperation in Washington seems far-fetched.
2. The fact that Obama is using the ‘politics of fear‘ that he campaigned [...]

This article from back in November by Gary the ETF Expert has some pretty solid reasoning on his picks for a few good Obama sectors. He relies predominately on the idea that Obama will improve our country’s infrastructure – and do it in a “greener, cleaner way.”