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White House Winners

Tuesday, 26 Aug 2008 | 6:45 PM ET

Investors are pouring over every syllable coming out of the Democratic National Convention this week so they can get a better sense of what the future holds if Barack Obama wins the White House. The same will be true next week when the Republicans meet in Minneapolis.

Morgan Stanley is the latest firm to sort through stats and come up with Wall Street winners and losers. Here’s what they say.

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If McCain Wins, So Do These Sectors
- Asset Managers & Brokers
- Coal, Oil & Gas
- Large Cap Pharma
- Student Loan Providers
Source: Morgan Stanley

If Obama Wins, So Do These Sectors
- Alternative Energy
- Generic Drug Companies
- Medicaid Companies
- Nat Gas Companies
Source: Morgan Stanley

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Traders, how would you play the election?

If defense stocks get sold off ahead of the election, I’d be a buyer, says Guy Adami.

Or if bio-fuels rally I’d sell them, adds Jon Najarian.

If it looks like McCain is going to win, play nuclear with Market Vectors-Nuclear Energy ETF , counsels Quint Tatro.

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We know, we asked you this question already. But it seems appropriate to ask again.


White House Winners: McCain
If McCain wins, so do these sectors, with the Fast Money crew.

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Trader disclosure: On Aug 26, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Adami Owns (AGU), (BTU), (C), (GS), (INTC), (MSFT), (NUE); Tatro Owns (C), (GS); Quint Tatro Is The Principal Of Tatro Capital; Tatro Capital Owns (QQQQ), (SSO), (SPY), (FXI), (XLF), (IHI); Jon Najarian Owns (C), (EXM), (JPM), (UNG); Jon Najarian Owns (AAPL) Calls, (MRVL) Calls, (RMBS) Calls, (EWH) Calls; Jon Najarian Owns (PTEN) Call Spread; Terranova Owns (AAPL), (RIMM), (EOG), (VLO), (YHOO), (NOV), (KOL), (GS), (POT), (SA), (FCX); Terranova Owns (AIG) Puts

Terranova Is Chief Alternatives Strategist Of Phoenix Investment Partners, Ltd.; Phoenix Investment Partners Owns More Than 1% Of (ABD), (ARE), (BRE), (CNTY), (CLB), (OFC), (DLR), (ESS), (EXR), (FL), (IAT), (IGE), (LNET), (MAC), (OIIM), (PSPT), (DBC), (DBV), (SLB), (SKT), (BLV)

Terranova Is Co-Portfolio Manager Of The Phoenix Diversifier PHOLIO; Phoenix Diversifier PHOLIO Owns (IGE), (DBC), (DBV)

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