Election bets: Advisors vote on McCain and Obama stocks

Filed under: Microsoft (MSFT), Apple Inc (AAPL), Time Warner (TWX), India, China, Brazil, Newsletters, Mutual funds, Comcast Cl'A' (CMCSA), Merck and Co (MRK), Canada, Cardinal Health (CAH), Barclays plc ADS (BCS), EOG Resources (EOG), Presidential elections, Commodities, Oil, Agriculture, Stocks to Buy, Technology, General Dynamics Corp (GD), Israel, Green Stocks, Northrop Grumman (NOC)

This post is part of a series in which TheStockAdvisors.com asked financial experts to name their top stock pick if McCain or if Obama wins the election.

Based on their campaign promises and party platforms, which stocks would benefit from a victory this November 4th by either Senator John McCain or Senator Barack Obama?

To help investors sort through the sectors and stocks best positioned to benefit in a post-election environment, TheStockAdvisors.com posed this question to some of the nation's leading financial newsletter advisors.

Importantly, this is not a partisan report; each participating advisor has provided a favorite stock for both candidates, focused not on political preferences but unbiased stock analysis. Below we feature those stocks and ETFs that the advisors believe will be the winners depending on which candidate prevails.

McCain Stocks:

Roger Conrad - Income investors prefer Comcast (NYSE: CCW)
Gregg Early - Israel's Elbit Systems (NASDAQ: ESLT) aids in defense
Elliott Gue - Nuclear plant build-out heats up Paladin Resources (Toronto: PDN)
Doug Fabian - Fabian powers up with nuclear ETF: Market Vectors Nuclear Energy (NYSE: NLR)
Vivian Lewis - Bank on Barclays (NYSE: BCS)
Bill Martin - Seismic firm CGG Veritas (NYSE: CGV) shows where to 'drill, drill, drill'
Yiannis Mostrous - A China policy pick, Lonking Holdings (OTC: CIMHF)
Carla Pasternak - Stick with dividend growers: Eaton Vance Tax-Advantaged Dividend Income Fund (NYSE: EVT)
Nate Pile - Go for gold with SPDR Gold Trust (NYSE: GLD)
John Reese - Defense play with General Dynamics (NYSE: GD)
Nathan Slaughter - Mining gains with uranium miner USEC (NYSE: USU)
Paul Tracy - Shaw Group (NYSE: SGR) goes nuclear
Kelley Wright - Pro-growth strategy for CenturyTel (NYSE: CTL)
Tom Vass - Invest in the high-tech value chain: Molex (NASDAQ: MOLX)
Martin Hutchinson - Portfolio package for oil, pharma and defense: Northrop Grumman Corp. (NYSE: NOC), Merck & Co. Inc. (NYSE: MRK), EOG Resources Inc. (NYSE: EOG)

Obama Stocks:

Roger Conrad - SunPower (NASDAQ: SPWR) should shine
Gregg Early - Alternative solutions in defense and energy: AeroVironment (NASDAQ: AVAV)
Elliott Gue - SunPower (NASDAQ: SPWR) set to shine
Doug Fabian - Build gains from infrastructure spending: Industrial Select Sector SPDR (NYSE: XLI)
Vivian Lewis - Expanding biofuels from Brazil: Cosan (NYSE: CZZ)
Bill Martin - Stem cell research benefits Geron (NASDAQ: GERN)
Yiannis Mostrous - Get ready for Dr. Reddy's (NYSE: RDY)
Carla Pasternak - Boost yields with Kinder Morgan Energy Partners (NYSE: KMP)
Nate Pile - Consumer optimism to boost Apple (NASDAQ: AAPL)
John Reese -Middle-class shopping at American Eagle (NYSE: AEO)
Nathan Slaughter - Constructing gains with Fluor (NYSE: FLR)
Paul Tracy - Alternative profits from 'New Energy' policy: Market Vectors Global Alternative Energy (NYSE: GEX)
Kelley Wright - Cardinal (NYSE: CAH) delivers on health care promise
Tom Vass - Invest in infrastructure reinvestment bank: Ingersoll Rand (NYSE: IR)
Martin Hutchinson - Portfolio plays from media to solar: Microsoft (NASDAQ: MSFT), Time Warner Inc. (NYSE: TWX), First Solar (NASDAQ: FSLR)

Permalink | Email this | Comments