Going by "Mad Max" aka Jim Cramer of CNBC, railroads, insurance are fertilizer are all good picks for 2008.
And if the Democrats take the White House, analysts say that insurance companies are likely to benefit and there is a lot of talk about health reform and better health care in general.
Added to that, drug companies like Pfizer will also benefit from new proposals for insurance coverage for drugs.
Natural gas, energy and railroads are some of Cramer’s other hot sectors.
With the looming stimulus package set in motion, the Republicans are bound to argue that financials are still a good pick for the long term. With most brokerages taking a hit from the subprime debacle, it will take a while for financials to resume upward momentum. And of course the favorite among those is Goldman Sachs.
Since financials are down quite a bit, now may be a good time to buy! Or one may want to wait till the subprime mess hits bottom in conjuction with the rockbottom in the housing market.
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