Election Basket Of Goodies

Dan Clifton of Strategas put together a little Election Day gift.

It's a basket of potential winners should his prediction prove accurate, and the GOP gains 10 Senate seats - 2 more than consensus.

Energy
Oil/Gas E&P
Coal
Mining & Metals
Source: Strategas Research Partners

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That's not to say the Dems couldn't stage a surprise upset. They could. And in the event that happens, here's another basket from Clifton.

Consumer Discretionary
Municipal Bonds
REITs
Dividend “Aristocrats”
Source: Strategas Research Partners

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It's also worth noting that Clifton tells us there’s a possibility that we don’t have certainty about the election’s outcome on Wednesday morning. If the Republicans pick up less than 8 seats in the Senate, but we don’t have decisions from Alaska or Washington, investors should take a wait and see posture, he says.



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Trader disclosure: On November 2nd, 2010, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Terranova owns (APA), (AAPL), (AXP), (C), (GOOG), (GS), (FCX), (IBM), (NOV), (ORCL), (PCP), (PEP), (PFE), (UPL), (VRTS), (XBI); Finerman owns (AAPL); Finerman & Finerman’s Firm owns (BAC); Finerman & Finerman’s Firm owns (JPM); Finerman’s Firm owns (MSFT); Finerman’s Firm owns (WMT); Finerman's firm is short (IJR); Finerman's firm is short (MDY); Finerman's firm is short (SPY); Finerman's firm is short (IWM); Finerman’s firm owns S&P 500 puts; Finerman’s firm owns Russell 2000 puts; Cortes is short (AAPL); Cortes owns (GOOG); Cortes is short (RSX); Cortes is long S&P 500; Cortes owns (K); Cortes owns (TSN); Cortes owns (CLX); Cortes is short crude oil; Cortes is short gold; Cortes owns U.S. Treasuries; Clifton owns (BA), (CNX), (FDX), (LLY), (LO), (MA), (MCO), (MO), (NSC), (PPA), (RHI), (SO), (TE), (X), (MUB)

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