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Spectra Energy [SE
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] - Buy, but does have exposure to natural gas, so Kinder Morgan Partners [SE
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] may be the better trade, as its nat gas exposure isn't as high.
Qwest [Q
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] - Buy, but note that AT&T [ATT
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] and Verizon [VZ
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] make more sense in that space.
Allscripts Healthcare [MDRX
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] - It's an "Obama Buy."
Massey Energy Company [MEE
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] - Sell. Coal is NOT an "Obama Buy" -- coal is oversold. The China Fund [CHN
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] may be the only decent coal play.
Freeport-McMoran [FCX
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] - Buy. It has some fundamental worth as the cheapest mineral stock.
Scotts Miracle-Gro Company [SMG
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] - Sell. It spiked recently because a competitor went out of business -- but the spike isn't sustainable.
NYSE Euronext [NYX
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] - Sell, competition is too great.
Cramer's charitable fund owns Freeport-McMoran (FCX).



