Stocks to play government spending and/or new fed laws: my list
Warfare spending:
>>ammo: ATK, OLN
>>gun technology: MTSX
>>drones, survail and attack: NOC, DRS
>>misc electronics: ADG, GFF, ORBT
>>aviation parts & repair: FAVS
>>support systems and services: EASI
>>military housing: GCT
>>large contractor: NOC
>>orthopedic supplies/research: SYK, SMA
Homeland Security:
inspection equip.: GEPT, OSIS
Strategic Oil Reserve: ??
Transportation Bill
>>concrete reinforcing products/wire: IIIN
>>carbon steel, other: RS
Water infrastructure improvements
>>pipe: NWPX
Vaccinations
>>Infuenza Pandemic Vaccine Program: CRXL
>>Avian influenza vaccine: SVA
>>Smallpox vaccine/anti-bioterrorism: ACAM
Tort reform (not sure, but I am hoping it will benefit med. malpractice insurance companies.)
>> AMPH, ACAP, NCRI
Medicaid/State Children's Health Ins./FamilyCare
>>AGP
Workers' Compensation programs:
RTWI
Personal bankruptcy law just passed:
EPIQ (fwiw: I started an exploratory postion this past week)
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Notes: Some companies could be in multiple categories. For some of the companies listed, the category only amounts to a small portion of their overall business.
I have shares in all companies listed.
A rough summary - basically I just wanted to see what stocks I have that could be categorized and presumed to be affected by changes in announced/planned/funded government spending, initiatives, or laws. JMO, I could be very wrong.
---(Government affects us all, I presume, and so there are likely law/regs. etc. coming up from Washington or states that I just don't know about that will affect food stocks, automobile companies, pharmaceuticals - all stocks.) |
