Spectra Energy - Buy, but does have exposure to natural gas, so Kinder Morgan Partners may be the better trade, as its nat gas exposure isn't as high.
Qwest - Buy, but note that AT&T and Verizon make more sense in that space.
Allscripts Healthcare - It's an "Obama Buy."
Massey Energy Company - Sell. Coal is NOT an "Obama Buy" -- coal is oversold. The China Fund may be the only decent coal play.