American telecommunication companies have big opportunities to make some cash thanks to Obama’s eased stance on Cuba. Most importantly for our purposes, we can easily link specific stocks that would do very, very well with some Cuban business.

Persons under U.S. jurisdiction will be allowed to activate and pay U.S. or third-country service providers for telecommunications, satellite radio, or satellite TV services provided to individuals in Cuba, save for certain senior Communist Party and Cuban government officials. People will also, under a license exception, be able to export to Cuba communications devices such as mobile phone systems, computers, software, and satellite receivers.

Satellite radio is easy because we only have one significant company in that sector: Sirius XM Radio Inc. (SIRI). Our major satellite TV providers are Direct TV (DTV) and Dish Network (DISH). These are clear winners in this situation.

People have already been able to send cell phones and like technologies since the Bush administration legalized it in response to Raul Castro’s own eased restrictions. Because of this, it is unlikely to see a pop due to Obama’s new moves in that sector.