Agreed. It was recommended on CNBC this morning, so I bought some this morning after reviewing the holdings. The Democrats will try to hand out money, and the Republicans will try for tax cuts, but they both agree on domestic construction projects. There are two things that are still under the radar that will make these companies good plays.

1. Even if the stimulus package contains things like solar or wind, those companies will need to purchase equipment and construct new buildings to expand their capacity.

2. I've heard some say that this money will filter into many smaller construction companies, and while that may happen as sub-contractors, the Feds are under a lot of pressure to identify where they are going to spend the money. You can't do that by handing it out to thousands of little guys - so you will see the money go into and through the hands of these industry leaders.