'The Next Four Years' Trade

With the race for the White House over and done, what are the best long-term moves going forward?

Considering polls suggested Democrats would be the likely winners, it's no surprise that many on Wall Street poured over an opinion piece Barack Obama penned recently for the Wall Street Journal.

Although the piece is quite long one passage that’s getting attention follows:

“We'll create two million new jobs by rebuilding our crumbling infrastructure and laying broadband lines that reach every corner of the country. I'll invest $15 billion a year over the next decade in renewable energy, creating five million new, green jobs.”

Traders are asking one another if this campaign promise will translate into good things for companies that specialize in infrastructure, communications and green initiatives.

Jon Najarian thinks it does. And he's come up with a few plays for you. Following are stocks that he likes on the long side under an Obama administration.

Broadband Infrastructure Renewable Energy:

Akamai (AKAM) Archer Daniels (ADM)
VeriSign (VRSN) Mosaic (MOS)
Broadcom (BRCM) Agrium (AGU)

UBS has some thoughts on the winners and losers under an Obama White House, too. We thought you'd be interested. They follow:

Obama Winners Obama Losers

Solar Sector: First Solar (FSLR) Big Pharma: Pfizer (PFE)
Infrastructure: Martin Marietta (MLM) Big Energy: Exxon (XOM)
Hospitals: Universal Health Svs (UHS) Coal: American Electric Power (AEP)
Research: Thermo Electron (TMO) Big Tobacco: Altria (MO)

Source: UBS

Traders what do you think?

Exxon is not terribly active in the renewable fuel space, says Tim Seymour. I think they’re going to get skewered. However, they’re in a good position to go out and buy assets.

Renewable energy stocks have been hot as far back as last week, adds Jon Najarian. I think these are the stocks that are really going to do well.

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Trader disclosure: On Nov. 4, 2008, the following stocks and commodities mentioned or intended to be mentioned on CNBC’s Fast Money were owned by the Fast Money traders; Macke Owns (BNI), (MSFT), (CY), (UUP); Macke Is Short (TM); Adami Owns (AGU), (BTU), (C), (GS), (MSFT), (INTC), (NUE); Pete Najarian Owns (MSFT) And Is Short (MSFT) Calls; Pete Najarian Owns (SBUX) Puts; Pete Najaria Owns (YHOO) And Is Short (YHOO) Calls; Seymour Owns (AAPL), (BAC), (MER), (SBUX), (BAC), (EEM); Seygem Asset Management Owns (EEV)

Jon Najarian Owns (AKAM) Calls, (VRSN) Calls, (ADM) Calls, (AGU) Calls

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