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State of the Union: Play the Energy Angle

Stock quotes in this article: VSE , TXU , EEE , HW , XEL , SO , SGR , GE  

This column was originally published on RealMoney on Jan. 24 at 8:50 a.m. EST. It's being republished as a bonus for TheStreet.com readers. For more information about subscribing to RealMoney, please click here.

In Tuesday evening's State of the Union address, President Bush provided a thorough annual assessment of the nation's progress, but broke little new ground as far as investors are concerned. Talk of health care, energy, a broken budget process and growing threats to the U.S. was plentiful, but investable themes were few.

Fortunately for energy investors, his hour of rhetoric did offer a few tidbits to ponder.

The Hydrocarbon Conundrum

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