Four Potential Bailout Plays

Updated from 7:01 a.m. EDT

By Stockpickr Guest Columnist Glen Bradford

Henry Paulson might as well be Howie Mandel from the the TV game show Deal or No Deal. The show's banker in this case would be the American public, and Paulson's family and friends would include President George Bush and Ben Bernanke. The Dow Jones would be reflecting the expected value of the bailout, including its probabilistic intrinsic value and emotional haywire.

Granted, the government isn't the best at making equity decisions, but nobody is being bailed out. There are no golden parachutes. Capitalism will still persevere. The last thing we need is Warren Buffett going around and taking advantage of more companies like General Electric(GE Quote - Cramer on GE - Stock Picks) and Goldman Sachs(GS Quote - Cramer on GS - Stock Picks).

Current stock prices for some great companies are reflecting absolutely no future growth. A good investment is one whose earnings grow faster than expectations -- and how difficult is it for good companies to beat 2% growth? In some cases, not very.

Here are four companies, including Freeport McMoRan(FCX Quote - Cramer on FCX - Stock Picks) and Agrium(AGU Quote - Cramer on AGU - Stock Picks), priced to grow at less than 2% in the coming years. Are these a deal? Or no deal?

To find out, visit Stockpickr.com.