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.
Freeport-McMoran - Buy. It has some fundamental worth as the cheapest mineral stock.
Scotts Miracle-Gro Company - Sell. It spiked recently because a competitor went out of business -- but the spike isn't sustainable.
NYSE Euronext - Sell, competition is too great.
Cramer's charitable fund owns Freeport-McMoran (FCX).
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