Date updated:04-01-2009
Be careful trying to game the stimulus. You might be looking for trades in all the wrong places? That’s because the Obama stimulus might not be your best trade. Instead Tim Seymour and Joe Terranova both suggest keeping an eye on China.

-
ACH
Aluminum Cp Chin - $28.31
- +0.21%
- $27.70
Watch for the PMI numbers out of China at the end of the month, said Tim Seymour. And if they show China is growing I’d look at Aluminum Corp of China (ACH), China Petroleum & Chemical (SNP) or PetroChina (PTR).

-
PTR
Petrochina Co Ads - $127.75
- 0.00%
- $125.53
Watch for the PMI numbers out of China at the end of the month, said Tim Seymour. And if they show China is growing I’d look at Aluminum Corp of China (ACH), China Petroleum & Chemical (SNP) or PetroChina (PTR).

-
SNP
China Petro & Che - $88.34
- -0.09%
- $87.90
Watch for the PMI numbers out of China at the end of the month, said Tim Seymour. And if they show China is growing I’d look at Aluminum Corp of China (ACH), China Petroleum & Chemical (SNP) or PetroChina (PTR).

-
IBM
Intl Business Mac - $123.49
- +0.77%
- $122.51
Look at IBM (IBM). They do a ton of business in China in information technology. - Joe Terranova.

-
FLM
First Trust Ise G - $39.014
- +0.55%
- $38.83
Of you could look at engineering stocks, adds Pete Najarian. And a great way to play them is with the FLM (FLM) a global engineering and construction index fund.

-
CYB
Wisdomtree Dreyfu - $25.33
- +0.08%
- $25.31
There is an argument for China strengthening their own currency. WisdomTree Dreyfus Chinese Yuan ETF (CYB) is the way to play it. - Tim Seymour
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A. Also dont like that it has relations
with the god aweful never profitable
automobile industry, but is moving its
resources to the building side and
conserving energy for them.
A. The only one I own : SLX,
too hard pick a winner out all of them
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