Now that the Obama era is underway in Washington, it's a good time to discuss some profitable investment ideas that should get a boost from the new President. Given the rhetoric coming out of the new administration, look for the infrastructure and energy sectors to provide some money making opportunities over the next couple of years.

Incidentally, these two sectors are closely related. For instance, you need energy to create infrastructure and you need good infrastructure to deploy energy where it is most needed. The bottom line is that one simply cannot exist without the other.

The infrastructure sector is certainly going to receive a lot of attention as it is well documented that it is coming apart at the seams. For example, look at the New Orleans situation as well as the big bridge collapse in Minneapolis.

According to government statistics more than 25 percent of the bridges in the United States are in a state of disrepair. In addition, approximately 30 percent of the nation's roadways are in dire need of work. These badly maintained roadways have contributed to traffic jams that not only wastes huge amounts of time for commuters, but also wastes over three billion gallons of gasoline. Add in 3,100 dams that are at risk of collapse endangering many lives and it is easy to see that there is indeed a lot of infrastructure work to be done.

Look for energy to be a major focus of Obama's programs as well. The administration plans to make energy independence a big priority. With that in mind saving energy will certainly be encouraged putting in tax incentives for things such as better insulation in homes, programmable thermostats, fluorescent bulbs and fuel efficient cars just to name a few.

All this being said there are some well positioned infrastructure and energy stocks that have a very high probability to actually prosper in this climate. This group includes major infrastructure blue chip companies like Owens Corning (OC) and Johnson Controls (JCI), which have solid fundamentals and are best in breed for this space. In addition, wind and solar companies like Vestas Wind Systems (VWSYF), JA Solar Holdings (JASO), First Solar (FSLR) and Ormat Technologies (ORA) have a real good chance of being profitable as well. Take a look at these equities as the Obama administration begins to roll out these new programs.

Happy Trading.

Jeff Neal
Senior Writer, Options Strategist & Profit Strategies Radio Show Market Correspondent
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