With its specific goal of stimulating the economy and creating jobs, it’s only natural that the stimulus package would include significant amounts of government cash allocated to creating infrastructure. There was an excellent article on Seeking Alpha pinpointing a few solid picks that ought to pull up in mid-February when the bill is expected to pass.
Vulcan Materials (VMC)

Forward P/E Ratio: 29.8x

2009E EPS: $1.75

Forward Trading Range: 14x – 18x

Implied Earnings: $3.74 – $2.91

Forward EV/EBITDA Ratio: 10.7x

2009E EBITDA: $850

Forward Trading Range: 6x – 9x

Implied EBITDA: $1,535 – $1,023

Martin Marietta Materials (MLM)

Forward P/E Ratio: 20.6x

2009E EPS: $4.00

Forward Trading Range: 14x – 18x

Implied Earnings: $5.89 – $4.58

Forward EV/EBITDA Ratio: 9.2x

2009E EBITDA: $498

Forward Trading Range: 6x – 9x

Implied EBITDA: $763 – $509

Blue Ridge CapitalBlue Ridge Capital | John A. Griffin Holdings AnalysisThis post is being written as part of my Investment Securities Tool which analyzes the holdings of hedge fund managers.Blue Ridge Capital is ran by John A. Griffin. Griffin is similar to Steve Mandel at Lone Pine Capital and Lee Ainslie at Maverick Capital in that they all are 'Tiger Cubs' (a.k.a. pupils of Julian Robertson while at Tiger Management). Griffin though, is more well known because he was Julian Robertson's right hand man. So, needless to say, the dude knows his stuff. Blue Ridge seeks absolute returns by investing in companies who dominate their industries and shorting the companies who have fundamental problems. And, right off the bat that presents us with a bit ...