Nine Winning Trades For 2009

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Trade #1: The Obama
$1 Trillion Infrastructure Spend

This is certainly the most-telegraphed and anticipated trade idea for 2009. As a result, it may carry some risk as expectations get ahead of the reality of enacting massive new spending programs as tax receipts plummet. Generally, many infrastructure companies have bounced significantly off their lows. We would look to take advantage of pullbacks.

In any event, the passage of new infrastructure programs should benefit a wide array of companies including Caterpillar (CAT), Cummings (CMI), Fluor Corp. (FLR), Foster Wheeler (FWLT) , Granite Construction (GVA), Walter Industries (WLT), International Business Machines Corp. (IBM), Cisco (CSCO), etc. Our favorite infrastructure trade play is Shaw Group Inc. (SGR). SGR is an engineering, technology and construction company that serves the oil industry, utilities and government agencies. Based on current expectations, the company is trading at a 7 P/E on next year's earnings estimate.

Let Nick Atkeson and Andrew Houghton show you how to double your money twice each month.

Trade #2: Stay Away From Highly Leveraged Business Models