Assuming President-elect Obama gets his wish for Congress to pass a massive infrastructure spending bill, it would behoove traders to buy a basket of calls on three of the most-obvious winners of such a landmark spending package.

It will be hard to locate any dissention among either Republicans or Democrats about a rebuilding of America's dated infrastructure. Most feel strongly about passing such a measure as soon as possible.

With so much bipartisan momentum building for such a piece of legislation, I recommend buying out-of-the-money call options on what should be three big winners that are all smack dab in the sweet spot of where the money will be allocated: Fluor Corp. (FLR), Jacobs Engineering (JEC) and Caterpillar (CAT).

Both Fluor and Jacobs Engineering are two of the biggest engineering construction firms in the U.S., and Caterpillar is the largest heavy earthmoving equipment maker in the United States.

These three stocks have been hammered in the past year. Fluor hit $101 this past June -- today it's $35. Jacobs Engineering touched $103 -- today it, too, is at $35 per share. Caterpillar topped out at $85 in May and now trades at $36.

Watch these stocks really move when sentiment turns positive. I would fully expect that right after the Jan. 20 Inauguration Day celebration is over because the stage will be set for a plethora of good news surrounding these companies.

Trading Strategy:  I recommend going long the FLR April 45 Calls (FLRDI), the JEC April 45 Calls (JECDI) and the CAT May 40 Calls (CATEH) at market.