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 …

Today, Paulson Investment Company announced which companies will be presenting at the upcoming Westergaard Conference to be held November 12, 2008 at the historic Waldorf-Astoria Hotel in New York City. Larry Kudlow, noted economist and host of CNBC’s “Kudlow & Company,” will be the keynote luncheon speaker.

Th Westergaard conference is recognized as the most widely anticipated micro/small cap event of the year. Small and emerging growth companies focused on establishing leadership in a wide range of industry sectors will be featured. This year’s conference will provide a venue for companies to provide detailed insight into their business operations, short and long term growth strategies and industry vision.

This platform will provide MyECheck with an effective way to speak to investors looking for a new high-growth investment opportunity. The company offers online merchants, call centers, billers, retail POS and RDC/back office applications an array of

In the June 6 edition of CNBC.com’s Kudlow Caucus, which panelist(s) predicted a recession?

Although the final score was 6-6, Laffer, Moore and Reich all predicted recession.