Archive for 'Infrastructure'
Trading Terror
Congress and the Obama Administration are considering new policies in the aftermath of the recent terror attempt on a NorthWest flight to Detroit.
In the first place, the stock of major airlines has taken a predictable hit, and ought to trend low for some time. Many airlines are private companies, but publicly traded corporations include Continental [...]
Posted: December 29th, 2009 under Defense, Infrastructure.
Comments: 1
Analyzing the Impact of Alternative Energy
Even though most people interested in domestic policy are looking at healthcare reform right now, we would like to point to a very deep analytical piece regarding the pending Clean Energy and Security Act. The article focuses on the media, but very aptly lays out some unique challenges that the industry faces. In a nutshell:
If [...]
Posted: September 28th, 2009 under Energy, Environmental Issues, Infrastructure.
Comments: none
Big Moves in Alternative Energy
Many major news networks reporting on Obama’s June 23 press conference focused on what he said about Iranian elections, healthcare, and his own smoking habits. But they left out the biggest impact the administration will have on the stock market in the near future: the alternative energy bill (H.R. 2454) that will come to [...]
Posted: June 25th, 2009 under Energy, Environmental Issues, Infrastructure, Obama, The First Year.
Comments: 1
Regarding Stimulus Spending
There is a growing sentiment (mostly among those who never wanted the stimulus package passed in the first place) that it might be possible to ‘cancel’ spending the rest of the stimulus money. After all, we are seeing signs of economic recovery – right?
Well, not so much. Many economists that considered the stimulus package crucial [...]
Posted: June 4th, 2009 under Economy, Infrastructure, Obama, The First Year.
Comments: none
Dow Jones Stimulus Index
The Dow Jones Indexes revealed an index of stocks and sectors that are expected to receive a substantial portion of the taxpayer money from the stimulus package. The index is split into six sectors: “Alternative Energy, Construction & Materials, Energy Grid, Environment, Technology, Telecom/Internet” – which is surprisingly close to the very same categories we [...]
Posted: June 1st, 2009 under Construction, Economy, Energy, Environmental Issues, Infrastructure, Obama, The First Year.
Comments: none
100 Days, 100 Projects
Today, following the White House’s 100 days of the stimulus package report, CNBC ran a short segment with several different analysts reacting to the stimulus package and the programs it has put forth so far. We at Election Stocks particularly support the arguments presented by David Min.
Many people mistakenly thought that the time to buy [...]
Posted: May 27th, 2009 under Energy, Infrastructure, Obama, The First Year.
Comments: none
Fast Money Poll on Obama
CNBC’s Fast Money “Trade School Poll” today asks what the best sector is to trade into for the rest of Obama’s presidency. They list banks, clean energy, infrastructure, and healthcare as their four answers.
Noticeably absent is the defense sector. Considering Obama’s commitment of more troops to Afghanistan, gradual timetable out of Iraq, and the [...]
Posted: April 28th, 2009 under Defense, Energy, Healthcare, Infrastructure, Obama, The First Year, Trade Policy.
Comments: none
Stimulus Package Extravaganza
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 [...]
Posted: February 14th, 2009 under Construction, Defense, Healthcare, Infrastructure, Obama, The First Year.
Comments: 1
ETF Expert Picks a Few Good Ones
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.”
Posted: February 2nd, 2009 under Environmental Issues, Infrastructure, Obama, The First Year.
Comments: 1
More Altucher Picks
In considering Obama’s plans for increased infrastructure (i.e. construction), Altucher has pinpointed a couple stocks very likely to have a growth reminiscent of what we used to see during the ‘Dot com’ boom in the nineties: ASTE and LNN.
Both of these stocks have 5x cash flow potential. Astec Industries works in paving and construction and [...]
Posted: January 16th, 2009 under Construction, Infrastructure, Obama, The First Year.
Comments: 1


