As we await the next deluge of freshly printed loot from the Treasury to debt our way out of the recession, a bit of pre-emptive research may assist you to find stocks which may profit from the Obama infrastructure plan. My initial investigation into this realm led me towards some interesting securities. Perhaps a few may be appropriate for your speculative portfolio. Here they are:

MCEM - Monarch Cement Company. The Portland Cement-brand company has excellent cement products for infrastructure projects. Trading at $25.75 and yielding 3.57%. 52-week range between $20-30.00.
TXI - Texas Industries is a heavy construction play. Excels in three areas,cement, aggregates and consumer products all tied to infrastructure. Trading at $30.48 and yielding 1.0%. 52-week range between $19-80.00.
USLM - United States Lime and Mineral Company. A lime and limestone company that plays a role in the construction, steel, municipal sanitation, water treatment, paper, roof shingle and agriculture. Trading at $21.67 with nil yield. 52-week range between $19.-46.00.
MLM - Martin Marietta Materials. A major producer of aggregates for the infrastructure industry. Trading at $90.90 and yielding 1.76%. 52-week range $58.-143.00.
VMC - Vulcan Materials. One of my favorites. Another major producer of aggregates for infrastructure with a major political plus of having large operations in the Chicago,Illinois area. Trading at $66.75 and yielding 2.94%. 52-week range $39.-101.00.
KBR - KBR, Inc. This company is well-positioned in government and civilian infrastructure services. Formerly a division of Halliburton. Trading at $12.94 and yielding 1.55%. 52-week range $9.00-45.00.
URS - URS Corp. A Pelosi-posted San Francisco provider of construction, engineering and technical services for infrastructure around the world. Trading at $36.41 with a nil yield. 52-week range $19.-57.00.
JEC - Jacobs Engineering. Specialist in providing direct-hire construction services,modular construction activities, value-added infrastructure services, etc. Trading at $42.43 with nil yield. 52-week range $26.-104.00.
FWLT - Foster Wheeler. Superb global construction company and a specialist in infrastructure development. Trading at $21.52 with nil yield.52-week range $13-86.00.
GVA - Granite Construction. Heavy civil construction contractors.Focuses on infrastructure projects nationwide. Trading at $45.83 with a 1.13% yield. 52-week range $21.-48.00.

Part 2 will be filed tomorrow.