Given the recent public outrage over the enormous bonuses for Wall Street Bankers, it is likely that a financial reform bill will passed in the Senate. Check out this CNBC video regarding the implementation of the Volcker rule. The big stocks at risk here are Goldman Sachs (GS), Bank of America Corporation (BAC), and Morgan Stanley [...]img src="http://feeds.feedburner.com/~r/ElectionStocks/~4/3db0VHU7ClE" height="1" width="1"/

Regardless of the validity of Kudlow’s political-market connections here (and they are questionable), this is a comment sentiment among many traders in the market today. It is likely that the stocks he mentions in the below video will most likely react in the way that he predicts.

House Speaker Nancy Pelosi has an impressive record with passing big votes, but according to this article on The Hill a robust public option may be too much for the Congress to handle. Pelosi is relying on a complex series of whips to keep the factional Democratic party in line. There are two votes that will be particularly hard for her to get: Rep. Frank Kratovil (Md.): Kratovil is considered one of the most endangered Democrats in this year’s freshman class. He became the poster child for incivility when protesters hanged him in effigy. So it was a surprise when Pelosi snagged his vote on climate change by making Maryland farmers eligible for as much as $1 billion in incentives for reducing emissions. But she might not get him this time; Kratovil has said he’s a no on the healthcare ...

A bill to freeze cuts to doctors’ Medicare payments – one that should have been heavily bipartisan – is now in serious danger of passing. The American Medical Association (AMA) promised Majority Leader Harry Reid (D) 27 Republican votes, but now it appears there are as few as two. Undoubtedly, 27 is an ambitious number for any bipartisan bill, but the enormous drop in support is indicative of an overwhelming feeling in Washington. It is a sentiment against any healthcare reform, one that has grown within the Republican party and continues to spread across the aisle to conservative Democrats. Though we at Election Stocks still believe something will pass reforming the healthcare system, these kind of let downs are still quite alarming.

The (H.R. 2454) passed the House of Representatives last Friday - but only by seven votes. Obama focused today on making his case to the U.S. Senate, confident that they will “move this country forward.” He cited the case of California, where tougher energy legislation in the 1970s has both created jobs for the state, helped their economy, and made their citizens more energy efficient. Two very specific programs we noticed were for new efficiency standards in lightbulbs and the expansion of new alternative energies in American homes and businesses. Supposing this bill passes the Senate, you might consider investing in fluorescent lightbulb manufacturers such as General Electric (GE) or other alternative energy companies that currently offer products like those in the WilderHill New Energy Global Innovation Index (NEX). The President made sure to stress this moment as the point where the ...

Healthcare was one of the sectors that we were unlikely to see much impact in during Obama’s first 100 days. But as we are beginning to get a hold on our economic situation, it is quite likely to see some comprehensive healthcare legislation in the near future. This was discussed yesterday by Les Funtleyder and Arthur Henderson on CNBC (see video below). A few of their favorite stocks were Express Scripts (ESRX), Teva Pharmaceutical Industries Ltd (TEVA), UnitedHealth (UNH), and Illumina (ILMN).

Typically here on Election Stocks, we make decisions on how stocks are likely due to behave based on Barack Obama’s policies in office. What’s interesting about this post is that it has nothing to do with any real policy being proposed by this administration - rather a growing sentiment among many suspicious right wingers. We are referring of course, to the ammunition shortage that is driving prices up out of fear that the 1994 assault weapons ban could be reinstated. This administration has previously stated that there are no imminent plans to do so, yet owners of gun stores and private collections alike are spreading the fear to try and increase the value of their product. A list of prominent small arms and ammunition manufacturers can be found here.

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 ...

Today, the White House announced that it would start taking steps to ease restrictions on Cuba. Keep mind these are baby steps, primarily regarding family travel and gift giving, but they are steps in the right direction nonetheless. With bills for removing the embargo in our legislature as we speak, it’s only a matter of time before we’re engaging in prolific trade with the Caribbean island. This would be good news for many gaming, resort, and sugar companies (specifics found in our earlier post).

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 …