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Filed under: International Markets, Newsletters, Stocks to Buy

"Industrials stocks focus on the manufacturing, transport and construction of physical goods and heavy infrastructure," says Elliott Gue.

The contributing editor to Personal Finance explains, "The best in the sector share one key trait: powerful leverage to a global economic recovery led by growth in the emerging markets and renewed spending on basic infrastructure across the developed world. The S&P 500 Industrials has outperformed the broader market by 20% during the past year."

Filed under: International Markets, Newsletters, Stocks to Buy

"It is estimated that countries around the world are set to spend between $25 and $30 trillion of fresh infrastructure investment over the next two decades," says Keith Fitz-Gerald.

In his The Money Map Report, he explains, "As the de facto global leader providing all things related to power and automation technology, ABB Ltd. (ABB) is poised to potentially ride a 20-year wave of extraordinary profits."

Continue reading ABB (ABB): Decades of Growth for Infrastructure Leader

Three Companies Present at Clear Vision Advisors Event

Filed under: General Electric (GE), Newsletters, Commodities, Oil, Stocks to Buy, Green Stocks, Obama Picks

"President Obama has stated that he's been studying Roosevelt's first 100 days and the way out of the current economic mess will look a lot like the New Deal," says David Fessler.

The advisory panelist for The Oxford Club explains, "Seventy-five years after Roosevelt's inauguration, I think we will soon see President Obama get the ball rolling on his version of the New Deal, focused on two very specific areas: energy and infrastructure." Here, he looks at stocks poised to benefit.

Filed under: Market matters, Stocks to Buy, Cramer on BloggingStocks

From TheStreet.com Network

• Warren Buffett Proves He's Human
• Detroit Pleads for $25B in Federal Aid

Filed under: International markets, Apple Inc (AAPL), Nokia Corp. (NOK), Novartis AG ADS (NVS), Stocks to Buy

Q. Allan, how can investors protect themselves should the financial crisis in the US result in prolonged bear markets around the world?

As readers of this site know, I am all about the infrastructure boom. Both for infrastructure growth to support the lighting speed growth in China, India, Mid East…and infrastructure repairs needed in the U.S. I am so convinced that this theme trumps all other investable themes out there that my portfolio is now concentrated on this theme, diversified only by the different components of the infrastructure buildout.

ABB Ltd. (ABB) finally made the move I’d hope they make! In this A.D.D. market only able to focus on 2 things, financials and oil, great things are happening at individual companies and not even registering on the radar.

ABB acquires U.S. transformer company Kuhlman Electric Corporation. This is one of the sweetspots (of the limited investable opportunities) for the power grid upgrade and buildout. I own SPX Corp (SPW) exactly for their transformer business, SPX Corp’s fastest growing business:

I love ABB! ABB delivered a picture perfect quarter across all metrics with net income rising 87% year-over-year to over $1 billion. Revenues rose 29% to $7.96 billion.<!--more--> Orders rose 28% to $10.8 billion, driving the backlog up 46% compared to a year ago. The real story for me is the blowout of estimates of the operating-profit margin, which expanded to 15.9% while analysts had expected it to be around 13%. Who doesn’t love expanding margins? I’ve said I’d expect to see margins expand to around 18%.