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Thursday, 01/22/2009 4:34:30 PM

Thursday, January 22, 2009 4:34:30 PM

Post# of 71
From Penny Stock Fortunes TODAY

The Obama Bump: 12 Months of Enormously Green Gains

President Obama isn’t wasting time. Already, he -- or his aides -- have spoken with four Middle Eastern leaders involved in the Israeli-Palestinian conflict, halted war crime trials in Guantanamo, spoken with military leaders about drawing down troops in Iraq and Afghanistan and conferred with members of Congress about the “economic recovery package.” This last one is of significant interest here…

Obama’s original broad proposal a few weeks ago turned into a very detailed plan in the House last week. The Democrats’ proposed plan includes $90 billion for infrastructure spending, $87 billion for Medicaid costs, $54 billion for renewable energy and efficiency and $1 billion for technology development -- and that’s just for starters.

While they hardly seem connected, this recovery plan is going to be crucial for much of our portfolio. We have no way of knowing what the actual numbers in the final package will be, but we do know that many of our holdings will benefit.

For instance, do you really think it’s possible to spend $90 billion on infrastructure without buying or renting a single bulldozer or crane? Absolutely not… that’s where Terex Corp. (TEX: NYSE) comes in.



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