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 …

A few stray items.This week's interview in Barron's was with Byron Wien. There were several interesting nuggets including this comment; ...whenever a category in the Standard & Poor's 500 gets to be more than 20%, you should probably pay attention, because a reversal is probably in store.This is something I have harped on many times before, not that I claim any originality.It makes sense to pay attention to sector weightings and pay heed to distortions from the norm. The crew at Bespoke usually has good info on this sort of thing. A sector becoming 30% is a clear warning (energy in the early 80's and tech at the start of this decade) but 20% might be a little less clear. Financials historically have been in the mid teens but had been hovering around 20% for several years ...