Dan Clifton, head of policy research at Strategas Partners, was on Kudlow & Company the other night with a solid list of stimulus winners and lowers. 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 program the “wind thesis works.” He cited Vestas Wind, First Solar, and Sunpower as beneficiary stocks.

But his most interesting statement was that tech companies would be all over the rest of his profitable sectors: healthcare, technology, and infrastructure. He named Cisco, Intel, and most importantly Microsoft. The quote below is found at 1:49 in the video.

Microsoft has positioned themselves to be the big winner in the stimulus package because they’re writing the software to make this happen.

Clifton had a few losers too, of course. They were retailers, homebuilders, broadband, pharmaceuticals, taxpayers, and the free market (though the last couple might have just been Kudlow).

Last 5 posts by Jeffrey Miller

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