stocks set to rise under president obama

8/14/2019 Stocks Set to Rise Under President Obama

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What Stocks Are Set To Rise

Under President ObamaTheStockAdvisors.com


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TeStockAdvisors.com Special Report

What stocks are set to rise for President Obama?

With the markets embroiled in a once-in-a-lifetime metldown, investors are rightfully afraid to turn on theTV. Current events coupled with a change in presidential administration, means even more turmoil.

As always, we have asked leading advisors what stocks they think will benefit from President Obama.There are many surprise recommendation, offers by the top minds in their field. We hope that you findtheir recommendations, a helpful part of your own research.

We emphasize that no investor should act simply on the information in these report. Thesearticles are meant as general investment advice for all readers; they do not take into account any onereaders personal financial situation.

As such, the advice in this report is meant only to supplement your own research and advice from yourpersonal financial advisors. Most importantly, any decisions you make must be considered within theperspective of your own investment time horizons and your own personal risk profile.

Please read all disclaimer information at www.thestockadvisors.com and we wish you the very best inyour investment endeavors.


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Contents

Martin Hutchinson: ...a trio or profts (4)

Nathan Slaughter ...build gains with Fluor(5)

Doug Fabian: ...go industrial(6)

Gregg Early: ...eye next generation tech (7)

Elliott Gue: ...seek alternatives(8)

Bill Martin: ...speculate on stem cells (9)

Kelley Wright: ...ocus on healthcare (10)

Yiannis Mostrous: ...get Reddy (11)Vivian Lewis: ...bet on biouels (12)

Thomas Vass: ...build inrastructure gains (13)

John Reese: ...shop with American Eagle (14)

Nate Pile: ...bite into Apple (15)

Carla Pasternak: ...move to MLPs (16)

Roger Conrad: ...look up to SunPower (17)

Paul Tracy: ...bet on new energy(18)

Fund experts top bets on Obama (19)

Funding the uture(20)

Suntech Power: Second to none in solar(21)

First Solar (FSLR): A bet on solar(22)


4/22

Martin Hutchinson: ...a trio for protsIt looks very much to me like there will be a rough few years ahead in the United States,whichever candidate wins, says Martin Hutchinson.

However, if Obama wins, we see opportunity in select stocks such as Microsoft, TimeWarner and First Solar, he explain in The Money Map Reporter.

If Obama takes the White House, interest rates will surely rise. And the major benecia -ries of a policy of higher interest rates will be companies with large piles of cash, who willearn better returns on that money even as they discover cheaper opportunities to deployit as prices of highly leveraged competitors crash.

Microsoft Corp. (NASDAQ: MSFT), for example, with $23 billion of cash and negligible

debt, should nd many ways to deploy that capital and convert it into protable businessopportunities.

Another sector that might benet is media, which always nds it easier to sell product in-ternationally when the United States has a popular rock-star president than it does whenan unpopular president occupies the White House.

You might look at Time Warner Inc. (NYSE: TWX), which is largely concentrated in visualand Internet media, without investments in the rapidly declining newspaper sector.

Finally, you might look for a new energy company that could benet from Obamas pro -posed $150 billion alternative energy fund.

One possibility would be First Solar (NASDAQ: FSLR), though at 39 times earnings andwith a market capitalization of greater than $20 billion the stock certainly isnt cheap,despite the companys global reach.



Martin O. Hutchinson is a Con-

tributing Editor to both the Mon-ey Map Report and Money Morn-ing. An investment banker withmore than 25 years experience,Hutchinson has worked on bothWall Street and Fleet Street andis a leading expert on the inter-national nancial markets.

Hutchinson returned to the Unit-ed States, was named Businessand Economics Editor at UnitedPress International, and wasable to jump-start the nancial-news operation o that historicwire service. In October 2000,

Hutchinson began writing TheBears Lair, a weekly investmentcolumn that appears on the Pru-dent Bear Web site.

Hutchinson earned his under-graduate degree in mathematicsrom Cambridge University, andan MBA rom Harvard University.He lives near Washington, D.C.
http://www.moneymorning.com/http://www.moneymorning.com/http://www.moneymorning.com/http://www.moneymorning.com/http://www.moneymorning.com/


5/22

Nathan Slaughter ...build gains with FluorLike a neglectful homeowner who has let their house fall into a dilapidated state of disre-pair, the federal government has quite a bit of housekeeping to do, says Nathan Slaugh-ter.

The leading value investor and editor of Half-Priced Stocks explains, If Obama wins theelection, we would look towards infrastructure plays such as Fluor (NYSE: FLR).

You may remember the tragic collapse of a Minneapolis bridge last year that took 13lives. According to the Federal Highway Administration, this is not a one-time incident buta potential epidemic.

By their estimates, 152,000 of the nations 600,000 bridges (1 in 4) either require sub-stantial work or have become obsolete and need to be replaced entirely.

The overall price tag to bring all these bridges up to date: about $140 billion. And theAmerican Society of Civil Engineers (ASCE) believes that bridges are actually in prettygood shape when compared to other crumbling infrastructure.

Across the country, we have 3,500 unsafe dams in need of repair and hundreds of locksthat must be xed to allow cargo barges to navigate through inland waterways.

Sewage treatment facilities are outdated; corroded pipes leak 6 billion gallons of drinkingwater daily; and maintenance on energy transmission lines has been steadily dwindlingfor over a decade.

Throw in aging transit systems, highways, landlls, and ports, and the ASCE has gradedAmericas overall infrastructure a D and puts the repair bill at a staggering $1.6 trillion.

And Obama will not shy away from big government projects. In fact, the senator has goneon record as saying it is critically important for the United States to rebuild its nationalinfrastructure.

And this isnt just hollow campaign rhetoric. Obama has thrown his support behind theNational Infrastructure Bank Act, which would free up tens of billions to support variousinfrastructure projects.

By all accounts, a massive amount of cash will be needed to bring our infrastructure intothe 21st century, and much of that will nd its way into the coffers of heavy constructioncompanies like Fluor.

The Texas-based company is a global heavyweight in the engineering, procurement, con-struction and maintenance (EPCM) eld with nearly $20 billion in annual revenues.

Fluors bread and butter lies in renery expansions and other projects for the oil/gasindustry, but its operations are far-reaching and encompass everything from power totelecom to transportation.

Overall, the rm has been awarded contracts worth $6.4 billion over the past three monthsalone, and earnings last quarter shot up 119%.

With a massive order backlog of $33 billion, Fluor should have strong earnings visibilityin an otherwise uncertain global economy.

And we havent even touched on other facets of the rms business that might benetfrom an Obama administration, such as offshore wind farms. With the shares sliding from$100 to below $60, Im casting my ballot in favor of Fluor.



Hal-Priced Stocks is a premiuminvesting service rom Street-Authority.com. In each monthlyissue, editor Nathan Slaughter

uses advanced data modelingtechniques and a host o in-depth undamental research toidentiy several new undervaluedinvesting ideas or his readers.Nathans mission in Hal-PricedStocks is to help his readers iden-tiy securities that are trading atthe steepest discount to their in-trinsic net worth. In some casesthis discount can reach up to50% or more, giving savvy valueinvestors the chance to purchasequality stocks or just pennies onthe dollar.
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6/22

Doug Fabian: ...go industrialIf Obama wins, we would seek to prot from the spending plans; we would expect anincrease in infrastructure spending, says fund expert Doug Fabian.

The editor of Successful Investing and the specialized The ETF Trader explains, As aresult, we would suggest investing in the Industrial Select Sector SPDR (NYSE: XLI).

One sector that I think will perform well if Obama wins the election is industrial infrastruc-ture.

The Democratic candidate repeatedly has said that the nation needs to rebuild its aginginfrastructure, including bridges, the power grid and our water delivery and reclamationsystem.

think there will be a lot of federal money doled out to the states for this purpose if Obamais president especially if the Democrats gain seats in Congress.

One way to play this likely increase in infrastructure spending is via the Industrial SelectSector SPDR, an exchange traded funds focused solely on this area.

This ETF includes companies from the following industries: building products, construc-tion, engineering, electrical equipment and conglomerates.

This fund normally will invest at least 95% of its total assets in common stocks that com-prise the Industrial Select Sector Index.



Doug Fabian is the editor o Suc-cessul Investing, High MonthlyIncome and ETF Trader, and ishost o the syndicated radioshow, Doug Fabians WealthStrategies .

Taking over the reigns rom hisdad, Dick Fabian, back in 1992,Doug has continued to upholdthe reputation o the newsletteras the #1 risk-adjusted markettimer as ranked by Hulberts In-vestment Digest.

Doug became a member o theSmartMoney 30 in 1999 -- alisting o the most inuentialindividuals in the mutual undindustry. In the eature, Smart-Money magazine exclaims thatDoug is the best-known trendollower among the $56 billion(and growing) group o nancialadvisers.
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7/22

Gregg Early: ...eye next generation techIf Barack Obama wins, look to AeroVironment (NSDQ: AVAV), says technology and sci-ence-focused stock specialist Gregg Early.

The editor of The Real Nanotech Investor says, The a company is involved in both un-manned aerial vehicles (UAVs) and alternative energy solutions.

For Baby Boomers or aviation fans, the founders of the company were the people thatbrought us the Gossamer Albatross in the 1970s, a human powered plane that ew overthe English Channel.

The company that formed from the Dr. Paul MacCreadys fascination of manned ighteventually transitioned into a business that focused on unmanned ight, more precisely

unmanned aerial vehicles (UAVs).

This work on UAVs made the company a long-time partner with NASA in developing theconcept of unmanned aviation.

When 9/11 came, and we set off to war and birthed the Department of Homeland Security-- the largest agency built by the government since the Department of War -- UAVs be-came one of the hottest sectors in the armed force and homeland security.

AeroVironment started getting a lot of those orders. Whats more, the company has twoother divisions.

One focuses on architectural wind power for urban settings. The other focuses on indus-trial/consumer electric vehicle charging systems as well as solar pump controllers whichuse solar power to pump water, run water purication, etc. in remote areas.

Between next-generation defense products and alternative energy solutions this com-pany will doubly benet from a president focused on technology and innovation to securethe US competitive position in the world again.



Gregg Early is vice-president oKCI Communications and execu-tive editor o Personal Finance.Hes editor o The Real NanotechInvestor, a nancial advisorythat provides analysis or the

nascent sector o nanotech anddistech (disruptive technology).Hes also editor o NanotechInvesting News, a ree e-zinethat provides regular updateson developments in high tech.Gregg has been keenly involvedin researching and reporting ontechnological advances in high-temperature superconducting,alternative energy, deense/in-telligence inrastructure, nano-tech and biotech or more than adecade. Beore joining KCI Com-munications, Gregg worked as ajournalist in various areas includ-ing nance, health care and edu-cation. Hes a graduate o JamesMadison University.
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8/22

Elliott Gue: ...seek alternativesAn Obama administration is likely to be very aggressive in subsidizing and promotingalternatives, including a windfall tax on oil rm to support development of alternative en-ergy, says energy sector specialist Ellliot Gue.

In The Energy Strategist, the advisor suggests, SunPower (NASDAQ: SPWR) is our pickto play an Obama victory.

Obamas energy plan calls for generating 10% of electricity from renewable sources by2012 and 25% by 2025, an aggressive goal when you consider that less than 3% ofAmericas power comes from non-hydropower renewables today.

Obama has also proposed a windfall tax on oil companies that would be used to support

the development of alternatives like solar and wind power.

SunPower manufactures and sells photovoltaic (PV) solar panels for the residential, com-mercial and utility-scale markets.

Residential and commercial solar systems are solar panels installed on the roofs ofhomes and businesses, designed to supplement power supply from the electric grid.

And SunPower recently won a contract with Florida-based utility FPL to build the largestphotovoltaic plant in North America, a 25 megawatt utility-scale plant in DeSoto County,Florida.

One of the most important considerations with solar panels is their efciency ratio, ameasure of how well solar cells convert light energy into electric power.

SunPowers main advantage is that its cells have an average efciency of 22% com-pared to an industry average of just 15% -- SunPowers cells are the most efcient in theindustry.

That means that SunPower can generate the same amount of energy as competitorscells using a far smaller panel. SunPower rates a buy under $110.



Elliott H. Gue is an associate edi-tor o Personal Finance, contrib-uting his knowledge o globalenergy markets, technology and

sector investing. He is editor oThe Energy Strategist, a premiernancial advisory exclusivelydedicated to covering the com-plex energy markets and TheEnergy Letter, a ree e-zine thatprovides regular updates onenergy market conditions. Hesco-editor o The Partnership, ane-newsletter that helps investorstake the guesswork out o choos-ing a high-growth, high-yieldpartnership without any hiddenliabilities by providing in-depthcoverage o investment vehicleswith great long-term growth po-

tential that pay heavy cash distri-butions along the way. Elliott isalso co-author o The Silk Road ToRiches: How You Can Prot By In-vesting In Asias Newound Pros-perity. Elliott worked and livedin Europe or ve years, wherehe completed a masters degreein nance rom the University oLondon, the highest-rated pro-gram in that eld in the UnitedKingdom. He also received hisbachelors degree in economicsand management rom the Uni-versity o London, graduatingin the top 3 percent o his class.

Elliott was the rst American stu-dent to complete a ull degree atthat business school.


9/22

Bill Martin: ...speculate on stem cellsIf Barack Obama wins the presidency, one under-the-radar play would be embryonicstem cell research, says investing and trading expert Bill Martin.

In his BullMarket.com, he explains, Geron (NASDAQ: GERN) is the current leader inembryonic stem cell research among publicly traded companies. Heres his review of thestock and the controversial research sector.

Embryonic stem cell research in the U.S. is not restricted in any way, as is often popularlybelieved in this hotly contested debate.

The real issue at hand is federal funding, and whether federal taxpayer dollars should beused to help fund the research.

Currently, federal funding is only available to rms that wont create embryos for use inscientic research or clone them for any reason, and that are working with stem cell linesderived from embryos destroyed before August 9th, 2001.

In addition, the stem cell lines must have been obtained from left over embryos cre-ated solely for in-vitro fertilization purposes from consenting donors without any nancialincentive.

According to a September 2003 NIH report, only one publicly traded company of the morethan a dozen institutions listed had stem cell lines that qualied for federal funding wasGeron, which has been a pioneer in the eld since 1999.

Embryonic stem cell research is among three areas of concentration for the biotech rm,and it has a large number of related stem cell patents. Some of its major areas of focusinclude spinal cord injuries, heart disease, and diabetes.

If Obama takes ofce, there is a pretty good chance that he and the Democrat controlledCongress will offer government funding for embryonic stem cell research. If this happens,expect Geron to head higher.



Bill Martin runs the Indie Re-search Family o InvestmentsServices, which includes Find-Prot.com, BullMarket.com, Nex-

tInning.com, and InsiderScore.com. In 1997, Mr. Martin oundedRagingBull.com, a nancial com-munity that helped pioneer theonline investor revolution. Heis also the director o Bankrate.com, a publicly traded onlinebanking marketplace. Mr. Martinhas appeared on CNBC, Oprah,Fox News, and CBS 48 Hours, andhas been eatured in the NewYork Times and the Wall StreetJournal. He has also been an in-vited speaker at several promi-nent institutions including MITand Harvard.


10/22

Kelley Wright: ...focus on healthcareShould Obama win the election, we would look towards select sub-sectors of healthcare, explains Kelley Wright.

The editor of the blue chip advisory Investment Quality Trends suggests, One stock wewould expect to benet from an Obama victory is health supply distributor, Cardinal Health(NYSE: CAH). Here is his review.

A President Obama will have to make good on his promise to deliver better health care.While this could create havoc for the pharmaceutical producers, drug therapies and medi-cal supplies will have to be delivered.

The 800lb. gorilla in the supply and distribution space is Cardinal Health. Cardinel is a

global company.

Its distribution businesses consolidate pharmaceuticals and medical products from thou-sands of manufacturers into site-specic deliveries to retail pharmacies, hospitals, physi-cians ofces, surgery centers and alternate care facilities.

The company has recently taken steps to increase the percentage of cash ow into divi-dends and share repurchases to enhance shareholder value.

The blue chip stocks that we recommend show examplary long-term dividend growth, aP/E ratio of 15 or less, a payout ratio of 50% or less, debt of 50% or less, and technicalcharacteristics on the daily and weekly charts that suggests the potential for imminentcapital appreciation.

And while the current dividend yield is comparatively low at around 1.0%, the upsidepotential for capital appreciation is quite large.

0 What Stocks Are Set To Rise


Kelley Wright is Chie InvestmentOcer and portolio manager atI Q Trends Private Client AssetManagement, a registered in-

vestment advisory company. Ad-ditionally, he is Managing Editoro the Investment Quality Trendsnewsletter.

Kelleys interest in stocks andinvesting was the result o his re-lationship with his grandather,a small business owner whoseinvestment philosophy wasormed by his experiences dur-ing the Great Depression. Witheveryday lie as a classroom, Kel-ley learned the building blockso business and how to discernquality ofered at good value.

From construction sites to theamily vegetable garden the ex-perience o one generation waspassed with love to the next.

In 2002 Kelley was handpicked bythe legendary Geraldine Weiss tosucceed her as Managing Editoro the number one rated INVEST-MENT QUALITY TRENDS newslet-ter she started in 1966.

Kelley is an active lecturer na-tionwide, a participant in theMSN Money Strategy Lab, andrequent guest on both televi-

sion and radio. He has beenpublished by BARRONS, BOT-TOM LINE PERSONAL, BUSINESS-WEEK, FORBES, THE ECONOMIST,MARKETWATCH.COM, and manyothers.


11/22

Yiannis Mostrous: ...get ReddyIf Obama gets elected I expect him to pay great attention to domestic healthcare issues,states global stock specialist Yiannis Mostrous.

In The Silk Road Investor, he says, Generic pharmaceutical companies should benet;India based Dr. Reddys Laboratories (NYSE: RDY) will fare very well under such a sce -nario.

The two main prospects for the company are its participation, in the generic Allegra busi-ness, which could generate about $20 million in prots.

As Dr. Reddys has increased its US pipeline lings to 60 Abbreviated New Drug Applica-tions (ANDAs) pending approval, its US business should be back on track soon.

The second prospect is a potential merger and acquisition spree among the Indian phar-maceutical companies in an effort to face competition more effectively.

A viable merger will allow companies to reduce research and development (R&D), as wellas administrative costs, since theres an overlap when it comes to lling for the approvalof similar products.

In addition, a merger of that sort allows greater nancial exibility to compete with the big-ger generic companies (e.g., Teva and Sandoz), which have the size and nancial muscleto take the risks necessary to survive in the business.



Yiannis G. Mostrous is an associ-ate editor o Personal Finance,one o the largest circulationinvestment newsletters in the

world. Hes editor o The SilkRoad Investor, a nancial advi-sory devoted to explaining themost protable acets o emerg-ing global economies, and VitalResource Investor, a subscrip-tion-based service that seeks op-portunities or equity investorsin the global natural resourcemarkets. Yiannis is also editoro Growth Engines, a ree e-zinethat provides regular updateson global markets. He recentlypublished his rst book, TheSilk Road To Riches: How YouCan Prot By Investing In Asias

Newound Prosperity. Yiannis isdevoted to nancial journalismand equity analysis. Formerly ananalyst with Finance & Invest-ment Associates and ArtemelInternational, he has worked ininternational project nancingand venture capital nancing.He holds a bachelors degree innance rom Radord Univer-sity and a masters degree romMarymount University. Yiannisis also a veteran o the HellenicNavy in the Landing Ships Com-mand Oce.


12/22

Vivian Lewis: ...bet on biofuelsMy pick for an Obama victory would be Cosan (NYSE: CZZ), a major Brazilian maker ofethylene from sugar, says Vivian Lewis.

The editor ofGlobal Investing explains, The company would benet as the United Statesexpands its use of alternative fuels as proposed by Obama.

Cosan will benet from growing world demand for sugar. But it is also an alternativeenergy play because Brazil leads the world in production and distribution of ethylene, apolicy undertaken after the rst oil price shock of 1974.

Obama is not happy with U.S. dependence on OPEC oil imports; and, obviously, theBrazilians are much less of a threat to our values, with the country now a democracy with

free elections and a rather liberal economic policy.

The U.S. ethylene market currently remains closed to Brazilian exports as we try to mak-ing the stuff from corn. But some of that nonsense may not survive.

If the U.S. is serious about alternative fuels, then these alternative fuels should be aseasy to import to the U.S. as crude oil, if not easier. After all, Brazil does not nance ter -rorists.

While many have been focused on the falling price of oil is falling, I forecast that the pricedrop will soon reverse.

Meanwhile, the London-based International Sugar Organization says regardless of whathappens to the world economy, demand for sugar will exceed supplies this year for therst time since 2006.

Brazil is the worlds top sugar producer, and it will use 56% of its production to make etha-nol. Cosan management says they plan to increase production and expect the strengthen-ing dollar to give an extra boost to earnings.

In my view, Cosan is cheap. The stock was recently trading at half its 12-month high.It already ships its ethylene and sugar diesel fuel to European markets, which are moresensible about encouraging alternatives than is our current government in Washington.

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13/22

Thomas Vass: ...build infrastructure gainsObama is expected to create a national infrastructure reinvestment bank to expand andenhance existing federal transportation investments, says tech specialist Thomas Vass.

The editor of The Technology Stock Advisor explains, Our pick to benet from a boostin infrastructure spending is Ingersoll Rand (NYSE: IR).

The national infrastructure reinvestment bank will receive an infusion of federal money,$60 billion over 10 years, to provide nancing to transportation infrastructure projectsacross the nation.

These projects will create up to two million new direct and indirect jobs per year andstimulate approximately $35 billion per year in new economic activity.

The one area in particular that will benet the most from the new national infrastruc-ture reinvestment bank is the the industrial machinery and distribution equipment valuechain.

This sector has the potential income and employment multiplier effects to create the jobsObama is promising as a result of this policy.

Within that sector, we believe Ingersoll Rand has the best prospects for stock price ap-preciation. The company manufactures industrial equipment, turbines, precision bearingsand ued control devices as well as construction equipment.

The stock is rated an A stock by S & P for quality. Our target buy price on the stock is $37.The target aell price is $56.




14/22

John Reese: ...shop with American EagleObamas tax plan that would give greater relief to the lower and middle classes; one re-tailing stock that we believe would benet from this is American Eagle Outtters (NYSE:AEO), says John Reese.

In his Validea newsletter, he assesses the retailing rm based on the investment criteriaof Warren Buffett and Peter Lynch.

Consumers have had to tighten their wallets and purses because of the slowing economyand rising food and fuel prices. Breaks for average Americans would be welcome news forretailers, which have sputtered amid the downturn.

In the event of a retail surge, this teen-focused Pittsburgh-based clothing chain should

be at the head of the line.

American Eagle gets approval from two of my Guru Strategies -- computer models thatare each based on the published approach of a different Wall Street great.

Whats more, the two strategies that like the rm are modeled after two of the greatestgurus, Warren Buffett and Peter Lynch.

My conservative Buffett-inspired model looks for stocks with a lengthy history of steadilyincreasing earnings, as well as a conservative balance sheet.

Eagle has grown earnings per share in eight of the past ten years, with EPS rising from$0.25 to $1.82 in that time, meeting the rst criterion. In addition, the rm has no long-termdebt, which my Buffett model loves.

The stock has also averaged a 24.5% annual return on equity over the past decade, asign that it has the strong management and durable competitive advantage Buffett isknown to look for in his buys.

My Lynch model, meanwhile, considers Eagle a fast-grower -- Lynchs favorite type ofinvestment -- because of its strong 33.8 percent long-term growth rate.

A key to Lynchs approach was the P/E/Growth ratio, which he famously used to ndgrowth stocks selling on the cheap. Eagles P/E/G of 0.3 falls into this models best-casecategory (below 0.5), a sign that its a bargain.

One more reason that an Obama win would help Eagle: Obama has said he wont sup-port the renewal of the Bush tax cuts -- which include capital gains breaks -- meaningmore investors may turn to dividend-paying stocks. And Eagles dividend yield of 2.4% isquite attractive for a retail stock.



John Reese is the ounder andCEO o Validea.com and a regu-lar columnist or RealMoney.comand Forbes.com. He is also theco-author o The Market Gurus:Stock Investing Strategies YouCan Use rom Wall Streets Best.To date, the book has sold over30,000 copies.

John has always been activelyinvolved in managing his ownmoney. Over the years, he be-came increasingly aggravatedwith underperorming undmanagers and with the dicultyo obtaining quality nancialinormation to help him in hisinvestment decision-makingprocess. As a result, John beganto read the books o many o theworlds most widely known andsuccessul investors to becomemore amiliar with the criteriathese investors use to selectquality stocks.

John was very impressed by thestock picking strategies he wasreading about, but became rus-trated with the diculty in nd-ing and manipulating the datarequired to put these method-ologies into practical use. Oncethe Internet suciently devel-oped and its power became bet-ter understood, he realized hecould not only make analyzingstocks and getting stock ideaseasier or himsel, he could sharethis knowledge with other inves-tors who also struggled to attainbetter investment returns. Johnounded Validea.com in order tomake the strategies o the prosusable and understandable orthe individual investor.


15/22

Nate Pile: ...bite into AppleWe expect that an Obama-Biden victory will provide a renewed sense of optimism on thepart of middle class consumers, says growth stock specialist Nate Pile.

The editor of Nates Notes suggests, To prot from this expected trend we would buyshares of Apple (NASDAQ: AAPL).

Apple has been crushed this year on concerns about consumer spending. Any improve-ment in consumer spending that may come from an Obama win should only add fuel tothe re that is already burning brightly for Apple.

The companys product line-up is one of the best in the consumer electronics space, andas we have been anticipating for a number of years now, success with products outside of

the PC market is translating into growth rates for the Mac line that are signicantly abovethe industry average.

Apples stock price certainly suggests that there is a huge buyer boycott going on whenit comes to tech stocks these days.

Part of the reason for the continued slide is being attributed to the lack of a major an-nouncement at a recent publicity event, though I believe the fall has more to do withwhere we are currently at in the psychology cycle on Wall Street than anything else.

Though we may have to wait until we get through tax-loss selling season this year to seea signicant rebound in the stock price, we believe Apples best days are still ahead of it,and a win by Obama will only help to accelerate the trends that are already underway forthe company.



Nate Pile is a top-perormingeditor o a stock and optionsnewsletter called Nates Notes.Mr. Piles stock recommenda-

tions are independently trackedand rated or actual protabilityby The Hulbert Financial Digest- the de acto standard or gaug-ing the real perormance recordso more than 130 nancial news-letters. According to Hulbertrankings, Nates Notes has con-sistently appeared in the Top 5or real returns or the last veyears, held the #1 ranking or the12-month period ending August31, 2005, and was ranked #1 overthe prior 5-year period or a por-tion o 2007 (currently ranked #3over the past ve years with an

annualized return o 32.5% (HFD- May 2008)).


16/22

Carla Pasternak: ...move to MLPsGiven Obamas statements regarding raising qualied dividend and long-term capitalgains, tax-deferred dividend income, should look very attractive, says Carla Pasternak,.

The editor of High Yield Investing suggests, In that case, we would look towards masterlimited partnerships (MLPs) such as Kinder Morgan Energy Partners (NYSE: KMP).

Under Obama, the current Bush tax cuts would appear to have little likelihood of beingextended, suggesting that dividends will again be taxable as ordinary income, at a tax rateof up to 35%. Capital gains will also be taxable at the top rate of 20%.

However, a the corporate structure of master limited partnerships generate cash owthats considered a return of capital. Instead of being taxed as a regular dividend, returns

of capital instead reduce your cost basis -- meaning you wont have a tax liability until yousell the security.

Typically, MLPs pay out around 75-90% of their distribution as tax-deferred return ofcapital. The balance is treated as taxable income, even in an IRA type of account. For thatreason, MLPs are suited for a taxable brokerage account.

Almost any tax-advantaged MLP could protect your portfolio from the higher tax rates.Ive zeroed in on Kinder Morgan because of its superior dividend yield of around 7.5% andstrong dividend growth history fueled by growing cash ow.

Kinder Morgan is one of the largest owners and operators of energy-related pipelines andstorage facilities in the U.S.

You might think the partnerships revenues are dependent on oil and gas prices, but KMPis paid for the amount of volume shipped through its pipes -- it receives the same paymentwhether oil is $150 per barrel or $50.

In addition, KMP is working on a new pipeline that is scheduled to come fully online withinthe year. Once fully complete, the cash ows from this pipe should power additional divi -dend increases.

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Carla Pasternak draws on a vari-ety o nancial backgrounds tomake protable calls on income-generating stocks or her read-ers.

Carla has been employed in theinvestment industry or more

than two decades. In additionto her work as a writer or sev-eral other nationally recognizednancial publishers, includingthe Motley Fool, her previousexperience includes a positionas President o a well-respectedinvestor relations rm. She hasalso been writing shareholderreports or public companies(annual reports, speeches, cor-porate proles, slide shows, etc.)since 1980.

A highly successul investmentanalyst, Carla specializes in high-

yield, income-paying stocks. Inthat pursuit, shes always mind-ul to select companies that notonly pay rich dividends, but thatalso have the potential to deliverstrong long-term capital gains.Carla sums up her dedication toher loyal reader base best whenshe notes that, Theres only onething I enjoy more than makingmoney on a protable invest-ment -- showing other peoplehow to make money.

On the educational ront, Carlaholds both MBA and Ph.D. de-

grees. When shes not watchingthe market, shes teaching busi-ness courses at the college leveland managing several milliondollars in portolio assets.
http://%20ccount/click.php?id=2438http://%20ccount/click.php?id=2438


17/22

Roger Conrad: ...look up to SunPowerBarack Obama has spoken at length throughout the compaign season about the need toboost spending on alternative energy, says Roger Conrad.

The editor of The Utility Forecaster explains, If he is elected, that would be good newsfor Sunpower (NSDQ: SPWR).

Obama has discussed both the need to increase US energy independence and to reducecarbon dioxide emissions blamed for global warming.

The real promise for Sunpower, a leading manufacturer of solar panels, is in constructingutility-scale plants.

The rst of hese is a 280 megawatt unit to provide power for Pacic G&E. Utilities in morethan two dozen states, including California, are moving to meetmandates to get up to 20%of power sold from renewable sources.

Thats likely to become a national mandate under an Obama administration. nlike hom-eowners and small businesses -- the primary customers for solaranels--utilities are basi-cally recession resistant customers capable of ishing out huge contracts.

Sunpowers move in that direction takes it to a whole new level of sustainability andgrowth. The shares are down on the overall nancial crisis, as bankrupt Lehman is holdingshares that could dilute the stock by around 3%. That gives aggressive investors a newopportunity to buy up to 80.



Roger S. Conrad is editor o Util-ity Forecaster, the nations lead-ing advisory on essential servic-es stocks, bonds and preerredstocks. His proprietary saetyrating system evaluates the pros-pects o every signicant electric,natural gas, telecommunications

and water company, includingutility-based mutual unds andoreign utilities. Rogers pen-chant or detailed research andhis studied insights into utili-ties markets have garnered hima wide audience o subscrib-ersnot to mention a bevy oindustry awards or his percep-tive reporting, commentary andinvestment advice.

He brings the same enthusiasmand intelligence to Roger Con-rads Canadian Edge, an Inter-net-based publication devoted

to uncovering lucrative invest-ment opportunities in Canadianroyalty trusts. Rogers exhaustivecoverage o how recent changesto Canadas tax laws will afectthese companies has earnedhim a reputation as one o theleading authorities on Canadiantrusts. Subscribers and the na-tional media oten contact himor inormation on the latest eco-nomic developments and invest-ment opportunities north o theborder.

Roger is also associate editor

o Personal Finance and co-edi-tor o Vital Resource Investor, asubscription-based service thatseeks opportunities or equityinvestors in the natural resourcemarkets across the world.
http://%20ccount/click.php?id=2438http://%20ccount/click.php?id=2438


18/22

Paul Tracy: ...bet on new energyAn Obama presidency would likely mean more to the alternative energy industry than anyother factor to date, says Paul Tracy.

The editor of The Street Aurhority Market Advisor suggests, To play this long-termtrend, we would buy Vectors Global Alternative Energy (NYSE: GEX).

Obamas New Energy for America plan will aim to put 1 million plug-in hybrid cars on theroads by 2015, reduce greenhouse gas emissions by 80% by 2050 and ensure 25% of ourelectricity comes from renewable sources by 2025.

Obviously, to enact such a bold plan would take a massive investment and mean billionsfor companies involved in the still-edging alternative energy eld.

And while investors can certainly pick and choose between individual companies withexposure to the sector, several ETFs have popped up that offer broad exposure to theindustry. In particular, I like Market Vectors Global Alternative Energy.

With this ETF, shareholders have a healthy stake in hydroelectric power generator, solarcells, as well as some exposure to gasoline alternatives such as ethanol and fuel cells.

GEX shies away from micro-cap companies with unproven business models and loadsup on larger, more-established players -- more than half of its assets are invested in com-panies with market caps of $6 billion or greater.

The fund is also more geographically diversied than many competitive offerings, withroughly 70% of the portfolio invested overseas.

That foreign exposure will likely give GEX an edge, considering the United States isstill behind the alternative energy curve in some respects compared to many countriesthroughout Europe and Asia.

With Obama touting the need for alternative energies in our economy, investing in thesector is one of the closest sure things in the investment world should he be elected.

But rather than trying to decipher which company is best suited to outperform, investingin a fund like GEX allows you to simply prot from the entire sector.



Paul Tracy ounded StreetAu-thority.com and became therms Chie Investment Strate-gist in 2001. Prior to that hespent several years as ManagingEditor at a multi-million dollar -nancial publishing rm with over150,000 subscribers. In additionto his role as managing editorand lead nancial writer, he was

also responsible or equity re-search and managing a team oseasoned proessional nancialwriters, researchers and marketcommentators.

Pauls previous experience in-cludes a position at Robert W.Baird & Co.s ull-service broker-age operations as well as eco-nomic research work on a Moneyand Banking project unded bythe National Bureau o Econom-ic Research. He has also spenttime doing outside consultingand research or the University

o Virginia, has appeared as aguest expert on several promi-nent nancial radio shows, andhas been a eatured speaker atvarious investment conerencesacross the U.S.

Paul graduated with a B.S. in Fi-nance and Management romthe McIntire School o Commerceat the University o Virginia.


19/22

Fund experts top bets on ObamaWhat sectors are poised to outperform as a result of a Barack Obama presidency? To ndout, we turn to fund expert Jim Lowell who recent prepared a report highlighting the topETFs based on each candidate.

In The Forbes ETF Trader, he offers several top picks including ETFs that are focusedon biotechnology and medical research, industrials, clean environment and clean energytechnologies.

SPDR Biotech (ASE: XBI) seeks investment results that correspond to the price and yieldperformance of the S&P Biotechnology Select Industry Index which is made up of thebiotechnology sector of the S&P Total Markets Index.

It began trading in January 2006. The top ten holdings are Genentech, Amgen, Gilead

Sciences, Celgene, Genzyme, Biogen Idec, Imclone, Cephalon, Vertex Pharmaceuticals,and Alexion Pharmaceuticals.

Vanguard Industrials (NYSE: VIS) seeks investment results that correspond to the priceand yield performance of the Morgan Stanley Capital International US Investable MarketIndustrials Index.

This index is made up of companies involved in providing capital goods, commercial ser-vices and supplies, and companies in the transportation services industry.

The top three specic sectors are industrial conglomerates (27.3%), aerospace & de-fense (20.3%), and industrial machinery (9.9%). It began trading in September 2004.

The top ten holdings are GE, United Technologies, 3M Co, UPS, Boeing, Lockheed Mar-tin, Caterpillar, Union Pacic, Burlington Northern Santa Fe, and Emerson Electric.

PowerShares Cleantech (NYSE: PZD) seeks investment results that correspond to theprice and yield performance of the Cleantech Index.

This index is made up of approximately 75 companies that provide products or servicesthat enhance economic value while at the same time reducing the burden on the environ-ment and the unnecessary consumption of resources.

It began trading in October 2006. The top ve country representations are the US (58.2%),France (5.1%), Japan (5%), Germany (4%), and Spain (3.7%).

The top ten holdings are Corning, Schneider Electric, Kurita Water, ABB Ltd, Siemens,Autodesk, Woodward Governor, First Solar, CLARCOR, and Roper Industries.

PowerShares WilderHill Clean Energy (NYSE: PBW) seeks investment results that cor-respond to the price and yield performance of the WilderHill Clean Energy Index which is

made up of companies involved in alternative and clean energy sources.

It began trading in March 2005. The top three sectors are information technology (29.4%),industrials (28.4%), and utilities (17.5%).

The top ten holdings are Ener1 Inc, Calpine, EMCORE, IDACORP, Portland GeneralElectric, Applied Materials, Universal Display, International Rectier, Cree, and Air Prod-ucts & Chemicals.(12.3%), Italy (12.2%), Japan (8.1%), and Australia (7.9%).




20/22

Funding the futureOur hope is that the new administration decides to fund the future, says Sean Broder-ick.

In Money and Markets he looks to some favored exchange traded funds offering long-term investors exposure to alternative energy, wind power, electric cars and the rebuildingof our nations infrastructure.

We need an efcient power grid that can carry renewable energy solar from the Mo -jave Desert and wind from the Great Plains to the population centers of the U.S. Toobad our power grid is 100 years old and falling apart at the seams. And demand is growingevery year.

In addition, we need more railroads for an energy independent America building thoselines is a good bottom-up way to boost the economy. And, we need an electric car pro-gram.

Im talking about developing mass-market battery-powered cars (hybrid or plug-in) thatachieve at least 100 mpg of gasoline on new eets by the year 2015.

These three programs have one thing in common: Good American jobs that cant beshipped overseas. If you want to jump-start the economy, thats a 1-2-3 that might work.

The American Society of Civil Engineers has estimated that the country needs to spend$1.6 trillion over ve years to x our infrastructure, from dilapidated levees to congestedroadways and ports.

If America wakes up and goes whole-hog for energy independence, and starts fundingthe energy grid, electried rail and electric cars, there are some investments that shoulddo really well:

Market Vectors Global Alternative Energy Fund (NYSE: GEX). It holds companies includ-ing First Solar, Vestas Wind System, and international technology and energy compa-nies.

PowerShares Global Wind Energy (NASDAQ: PWND). This contains Mitsubishi HeavyIndustries, ABB Ltd (a powergrid infrastructure play), Gamesa Corp (a wind turbine manu-facturer) and more.

SPDR FTSE/Macquarie Global Infrastructure (NYSE: GII). This fund holds E.ON AG,Iberdrola SA, Exelon Corp, and other builders and operators of the global energy infra-structure.

iPath Dow Jones-AIG Nickel Commodity ETF (NYSE: JJN). This tracks the price of nick-el, a metal used in electric car batteries. Its been sold hard as commodities crashed, andwould also be a good pick if and when commodities bottom.

0 What Stocks Are Set To Rise


Sean is rom New England. As a

youth he worked on Mt. Wash-ington, on the cog railroad thatruns to the summit. Working onthe coal-red, steam-poweredtrains was hard work but it wasalso incredible un, and perector someone with an interest inthe great outdoors and heavymachinery.

He graduated college with a journalism degree, and experi-enced the Internet boom andbust rsthand as the personalnance website he worked orsufered a spectacular ameout.

The experience o being dumpedon the curb with a handul ouseless stock options gave himan appreciation or real assets,something he ollowed up whenhe joined Weiss Research as ananalyst.

Sean let Weiss to become theinvestment director o the Sov-ereign Society, the worlds lead-ing publisher o ofshore assetprotection strategies and globalinvestment. There, his report,70 Days to Empty garnered ac-claim or its analysis o the orces

pushing America toward its nextoil crisis, and was described byThe Daily Reckoning as the mostimportant report youre likely toread this year.


21/22

Suntech Power: Second to none in solarBarack Obama has supported promoting natural gas over oil given our countrys largegas reserves, and alternative energies such as solar and wind, says Jim Oberweis, Jr.

Here, the small cap growth fund manager and editor of The Oberweis Report looks atseveral stocks that poised to benet under a new administration.

Normally we focus on tiny companies -- but the changing landscape merits a mention ofthe likely beneciaries, irrespective of market cap.

GMX Resources (NASDAQ: GMXR), one of our favorite US natural gas exploration andproduction companies, will benet if demand for natural gas increases. GMX has acre-age in the Haynesville shale, a hot region in Louisiana and east Texas touted as the next

Barnett shale.

Willbros Group (NYSE: WG), a specialty construction and engineering rm for the oil andgas industry, is experiencing booming business as demand for pipelines accelerates totake natural gas from the wellhead to the end consumer.

An indirect winner may be Fuel Systems Solutions (NASDAQ: FSYS), which makes con-version kits that allow cars to run on natural gas or propane rather than gasoline. Notethat Fuel Systems has had a big run and we wouldnt be buyers of shares at currentlevels.

Both candidates seem to agree that we need to fuel environmentally-friendly alternativesto foreign oil, including solar.

Chinese-based solar stocks, which have been pounded in 2008 amid fears that Spainand Germany will reduce solar subsidies, could quickly become market darlings again ifthe next President sweetens solar economics in the U.S. via subsidies or tax incentives.

Wind power is another alternative popular with the voters and touted by both candidates.Danish-based wind turbine producer Vestas (Other OTC: VWDRY) and Colorado-basedWoodward Governor (NASDAQ: WGOV) are worthy of consideration.

Our favorites are Suntech Power (NYSE: STP) and Yingli Green Energy (NYSE: YGE).Suntech is larger and better known, but Yingli is growing at 70% and trades for just 9 times2009 estimated earnings.



Eric Roseman has covered theglobal markets or 15 years, asboth a money manager and in-vestment editor, and he recently

stepped up to become the In-vestment Director or the Sover-eign Society. Eric serves as editoror The Sovereign Societys Com-modity Trend Alert, an invest-ment service ocusing on com-modity based securities. Ericstalents include blending a dozenor more alternative investmentunds to produce consistent re-turns to traditional asset classesand making commodity-basedrecommendations with huge up-side and limited downside.

Eric also continues to serve as

President o Montreal-basedE.N.R. Asset Management, Inc.,specializing in alternative port-olio management. E.N.R.s strat-egies are highly diversied andinclude non-traditional hedgeund managers that trade globalmarkets and asset classes longand short. Eric advises managedaccounts, unds and partnershipsthat invest with the top names inthe industry, including GlobalAsset Management (GAM), Mo-mentum, AHL-ED&F Man, TudorJones, Medallion, Caxton andTrout Trading.


22/22

First Solar (FSLR): A bet on solarTrading at 17 times 2009 earnings with a long-term growth rate above 56%, First Solar(NASDAQ: FSLR) looks ridiculously cheap at current levels, notes Paul Tracy.

In his StreetAuthority Market Advisor, he adds, Both U.S. Presidential candidates aretalking about carbon regulation, which in turn will benet green energy rms like FirstSolar. Heres his review.

The company is the global leader in whats called thin-lm solar technology. Thin-lmcells are made from a material known as cadmium telluride rather than the more commonpolysilicon-based cells used by most solar PV cell producers.

Until the nancial stabilization bill was passed in October including an eight year renewal

of solar tax credits, there remained considerable uncertainty about near-term growth pros-pects for the industry.

Another catalyst for growth will be the more widespread global introduction of carbondioxide regulations worldwide.

At the G8 Summit last summer, world leaders committed to a 50% reduction in carbonemissions by 2050. To achieve that goal, theyve agreed to meet in Denmark next year toestablish targets.

We also like FSLRs exposure to long-term contracts. FSLR has signed contracts to sell3.3 gigawatts of solar cells to major international solar project developers between 2008and 2012. These deals help FSLR lock in attractive revenues and growth over the nextfew years.

FSLRs main competitive advantage is simple: cost. Traditional PV cells are made frompolysilicon, a material thats also used to make semiconductor chips.

With global production capacity limited, polysilicon prices have been rising and therehave been periodic shortages in recent years. This raises the materials costs for tradi-tional PV manufacturers.

But FSLRs chips are manufactured from cadmium telluride, a material thats not in shortsupply. This lowers the companys manufacturing costs.

Due to its low cost base, FSLR expects to achieve grid parity--the cost of producingpower from its cells is equivalent to traditional fossil fuel plants--by 2010 to 2012.

First Solar benets from the highest prot margins in the industry; the companys low-costmanufacturing base allows it to sell PV equipment at a discount to competitors and stillearn superior margins.

The stocks severe sell-off in recent weeks looks to be more based on broader marketselling than FSLRs fundamental performance. Investors wanting to access the growingsolar industry would be well served by buying at current levels.

Paul Tracy ounded StreetAu-thority.com and became therms Chie Investment Strate-gist in 2001. Prior to that hespent several years as ManagingEditor at a multi-million dollar -nancial publishing rm with over150,000 subscribers. In addition

to his role as managing editorand lead nancial writer, he wasalso responsible or equity re-search and managing a team oseasoned proessional nancialwriters, researchers and marketcommentators.

Pauls previous experience in-cludes a position at Robert W.Baird & Co.s ull-service broker-age operations as well as eco-nomic research work on a Moneyand Banking project unded bythe National Bureau o Econom-ic Research. He has also spent

time doing outside consultingand research or the Universityo Virginia, has appeared as aguest expert on several promi-nent nancial radio shows, andhas been a eatured speaker atvarious investment conerencesacross the U.S.

Paul graduated with a B.S. in Fi-nance and Management romthe McIntire School o Commerceat the University o Virginia.

stocks set to rise under president obama

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