PREPARE FOR STIMULUS

America needs rebuilding, and Barack Obama wants to give Americans a stimulus. The first problem with capitalizing on an idea like this one is that other people have probably had the same idea. The next hazard is that you may be right about one trend but overwhelmed by another. Alternative energy is a theme that could pay off in the Ohama Administration, but the stocks have been drowned in a pool of cheap oil. One can question whether Obama's plan will succeed, but don't doubt that a lot of money is going to be spent on infrastructure projects during his Administration. Two undervalued midsize companies that stand to benefit from all this expected spending: Terex Corp and URS Corp.