aerospace: BA, Lockheed, PCP, ROC

i always liked GLW

Speaking of the energy grid, how about the infastructure companies that'll be
building that sucker out?

Transmission of energy more efficiently over the grid.

Educaiton sector,
food plays
Always a staple in my ports is H2O plays.

RTN and LMT should be fine no matter who gets elected.

This is based on the polls. Defense stocks like RTN and LMT have responded
since McCain closed the gap in the polls. Likewise for Healthcare for Obama.

Education has surged. People are going back to school to increase their pay.
APOL, COCO, STRA

SEB, is worth a look, has a shipping between US and South America and is a large
pork producer, it has been hammered recently, pork processing and production has
been hammered due to economy and corn prices, but we can expect pork to start
demanding a higher price in the market for a number of reasons, and I believe
that trade between US and S. America is a good space regardless of our economic
pain.....

pwr,,,,bwen and amsc for risk,,...i am getting sick of financials and commodites
too

I see a "logical" reason to like the industrial tech companies like
ETN and PH because of their ability to squeeze more miles per gallon out of
conventional vehicles through design innovations, but what this market will do
with them I have no idea....

last time you posted you were vigorously pumping TRMA. How's that doing for you?