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Election Basket Of Goodies

Tuesday, 2 Nov 2010 | 6:15 PM ET

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)

For Brian Kelly
Accounts managed by Kanundrum Capital own (GLD)
Accounts managed by Kanundrum Capital own (GDXJ)
Accounts managed by Kanundrum Capital own (SLV)
Accounts managed by Kanundrum Capital own (SWC)
Accounts managed by Kanundrum Capital own (PPLT)
Accounts managed by Kanundrum Capital own (TLT)
Accounts managed by Kanundrum Capital own (TIP)
Accounts managed by Kanundrum Capital own (ANDE)
Accounts managed by Kanundrum Capital own (GPRE)
Accounts managed by Kanundrum Capital own (GS)
Accounts managed by Kanundrum Capital own (HD)
Accounts managed by Kanundrum Capital own (JPM)
Accounts managed by Kanundrum Capital own (XHB)
Accounts managed by Kanundrum Capital own Euros
Accounts managed by Kanundrum Capital are short Japanese Yen

For Joe Terranova
Terranova is chief market strategist of Virtus Investment Partners, LTD.
Virtus Investment Partners own more than 1% of (ABAX)
Virtus Investment Partners own more than 1% of (ALK)
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For Dan Niles
Niles and Alpha One Capital hold positions in (AAPL)
Niles and Alpha One Capital hold positions in (WD)
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Niles and Alpha One Capital hold positions in (STX)
Niles and Alpha One Capital hold positions in (X)
Niles and Alpha One Capital hold positions in (AA)

For Ed Groshans
In the normal course of its business, Height Analytics and its broker dealer affiliate, Height Securities, may seek to perform investment banking and other services for companies, and receive compensation in connection with such services. As such, investors should assume that Height intends to seek investment banking and other business relationships with any and all companies mentioned in today’s appearance.

For Dan Greenhaus
***No Disclosures***

For Scott Nations
Nations is long (SPY)

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