Week of Dec 29th-Jan 4th, 2009 daily stock tracking

Week Summary - The continued themes for the week are Obama's infrastructure build-up along with several countries around the world using the same idea to stimulate their economy through job creation, also spending on health-care research and development and big-pharm as a safe place to invest, and finally the eventual re-bound in first energy and second home-building. The easiest way to play infrastructure is through an etf like (FLM)first trust global engineering and construction or (PKB)power shares building and construction. I like (FLM) better because its global, has more major construction infrastructure type companies, and a much cheaper expense ratio. (PKB) has more US companies but has big holdings in (HD) and (LOW)that are primarly home repair, it is also more expensive. For the re-bound in oil I like (XOM)and(CVX), for more variety try (DIG)its an etf whose top holdings are XOM-35%, CVX-13%, COP-6%, SLB-5%, etc, it has more oil service and drilling companies that may take a while longer to recover, but should do so. For retail stick with (WMT), food I like and own(MCD), health/pharm I like and own(GILD)they have a speciality for HIV drugs, (CELG)is advanced in cancer research. Other likes, (PAGG)an agriculture etf with companies like (POT)(MOS)(AGU)etc, should do well with commodities rebound and continued world-wide demand for food.