Thur Feb 12th, 2009 dailystocktracking

Stimulus - Caterpillar (CAT, news, msgs) expects to profit handsomely from the infrastructure spending in the bill. The bill provides about $20 million to help health-care companies modernize their information systems, supporting the creation of electronic medical records.
Street - Fast Money, likes Morgan Stanley(MS) and Goldman Sachs(GS), Amgen(AMGN), Weyerhaeuser(WY), Freeport McMoRan(FCX), final trades Turkcell(TKC), Amgen, IBM(IBM), SPDR S&P Biotech(XBI). China company Chinalco plans to invest $19.5 billion in the mining company, this would be Chinas biggest overseas investment so far, BHP Billiton(BHP) may try to break-up the deal. Mad money, Recommend Freeport McMoran(FCX), St.Jude Medical(STJ), VF Corp(VFC), Coca-Cola(KO), Knight Capital Group(NITE), KBR Inc(KBR), Goldman Sachs(GS), Morgan Stanley(MS). Upgrades - Air Products(ARD) $64, continental Airlines(CAL), Grand Canyon(LOPE) $25, Agrium(AGU) $43, Assurant(AIZ) $49, Activision Blizzard(ATVI) $14, Genzyme(GENZ) $83, Tekelec(TKLC).