Whether you are a Democrat or a Republican, all politicians are complaining about spending. You have a number of options to make money off of that spending. Military spending plays: General Dynamics Corp (GD), Northrop Grumman Corp (NOC), Raytheon Company (NYSE:RTN), Boeing Company (NYSE:BA) and L-3 Communications (NYSE:LLL). Medicare Part D plays on spending not to touch are: Bristol-Myers Squibb Co (BMY), Pfizer Inc (PFE) and Merck Co (MRK). One to buy while it is down is UnitedHealth Group Inc (UNH). And drug stores in this order: Walgreen (NYSE:WAG) which is Cramers favorite, CVS Corp (CVS) or Rite Aid (RAD). Bush is making money for Pearson Plc (PSO) because they publish textbooks and "No Child Left Behind" is taking effect. Pearson Plc also publishes the Financial Times and The Economist. When it comes to student loans look to First Marblehead Corp (FMD). A government infrastructure play is Terex Corp (TEX). They help with mining projects and highway building. With that play comes money for others such as: Caterpillar Inc (CAT), Ingersoll Rand Company (IR), Vulcan Materials Company (VMC), Rinker Group Ltd (RIN) and oft mentioned H&E Equipment (HEES). Gas costing more? Your play is Chevron Corp (CVX). Streaming video and downloadable dvd's the day of release makes Akamai Technologies Inc (AKAM) and Glenayre Technologies (GEMS) buys. Sell Blockbuster Inc (BBI) and Movie Gallery Inc (MOVI) as soon as you can was Cramer's mantra. Alcatel (NYSE:ALA) and Lucent Technologies Inc (LU) joined forces and Alcatel didn't sink as it usually does in a merger. The influx of all the new shares diluting the market causes a dip and Cramer took note when Alcatel didn't go down. Many companies are benefiting from telecom and the build surrounding them, they are: Finsar Corp (FNSR), JDSU (NASDAQ:JDSU), MRV Communications Inc (MRVC), Conexant (CNXT), Avanex Corporation (NASDAQ:AVNX), Ciena Corp (CIEN), Mindspeed Technologies Inc (NASDAQ:MSPD) and Bookham Inc (BKHM).
