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Author: Jim2B Big gold star, 5000 posts Old School Fool Add to my Favorite Fools Ignore this person (you won't see their posts anymore) Number: of 41634  
Subject: Election plays Date: 10/17/2012 9:33 PM
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Sorry for the false advertising, but I have some thoughts I'd like to share and not the companies that back up those thoughts. In fact, if any of you happen to know I'd like to hear about the companies that you think match up with these thoughts.


Romney has started moving up in the polls and Obama down. I assume at least part of the market prices has baked in the thought that Obama is going to win. If Romney wins, what sort of changes might we be able to make plays on?

My thoughts:
1. Companies seeking oil leases in the Gulf and Alaska (I'm sure all of the big players would benefit but who benefits the most?).
2. Companies likely to invest in the Keystone (Canadian) pipeline (Transcanada?).

I don't think oil is the only play either, it's just the one that came to mind.

Also look at it the other way: if Obama loses what are companies to avoid (Solyndra [hahah], GM, Chrysler, any banks?).

Sincerely
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