It seems that Cramer is picking certain industries that will be pro-Obama. Basically he would be long Renewables, Fertilizer, Biotechs, and Healthcare. He would be short Drillers, Coal, and Big Oil. I have been looking into Biotech for a while because I think Obama or McCain will open up the Stem Cell spigot and reduce their costs of doing business.
He said solar maker First Solar (FSLR Quote - Cramer on FSLR - Stock Picks) would be his first choice, along with Chesapeake Energy (CHK Quote - Cramer on CHK - Stock Picks) on the hopes of higher natural gas adoption.
Cramer said he'd stay away from the coal stocks under Obama and look into fertilizer plays like Potash (POT Quote - Cramer on POT - Stock Picks), Agrium (AGU Quote - Cramer on AGU - Stock Picks) and Mosaic (MOS Quote - Cramer on MOS - Stock Picks).
He also gave the nod to biotechs Celgene (CELG Quote - Cramer on CELG - Stock Picks) and Gilead Sciences (GILD Quote - Cramer on GILD - Stock Picks), both of which he also owns for his Action Alerts PLUS portfolio.
Finally, Cramer likes health care under Obama, including Humana (HUM Quote - Cramer on HUM - Stock Picks), and even the banking and housing stocks as well.
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