NEW YORK ( TheStreet) -- Don Dion posts his current insights on the stock, bond, commodity and currency markets in his RealMoney blog, anticipating which ETFs will be in play next. Here are three of his blog posts from the past week:
ETF Play of the Day ," NLR focuses on nuclear energy development, which Obama has already pledged funds to. In the past, President Obama has pledged billions of dollars to the development of nuclear energy sites in the U.S. and a renewed focus on clean energy. Given the tone of last night's speech, the components of NLR's portfolio could see another boost. Top NLR holdings include Constellation ( CEG), Exelon ( EXC), Cameco ( CCJ) and U.S. Ecology ( ECOL). 4. iShares Dow Jones Transportation ETF ( IYT) Last night, President Obama recommitted to the type of infrastructure spending that will not only improve the nation's roadways and public works, but also provide jobs. Improvements in the nation's infrastructure and an infusion of spending should help the transportation firms that are needed to deliver building supplies. These same transportation firms should also benefit from the results of the infrastructure improvements: better roads, runways and rails. Top components in IYT include railroad firms like CSX ( CSX) and Union Pacific ( UNP), delivery companies like FedEx ( FDX) and UPS ( UPS), and airlines like Delta ( DAL) and JetBlue ( JBLU). IYT will benefit from Obama's new agenda because many of its components will be needed to increase trade. Another topic highlighted in Obama's speech last night was increased cooperation and trade between the U.S. and other nations -- a move that should certainly help to strengthen the transport firms needed to deliver goods. 5. iShares S&P North American Technology-Multimedia Networking ETF ( IGN). While trying to avoid repeating much of the information about today's "ETF Play of the Day," it's important to touch upon the President's commitment to tech spending. Increased "investment" in information technology was another theme in last night's address, and IGN contains many of the firms that would benefit from such an infusion. IGN's portfolio targets firms that do much of the IT networking our nation has come to depend on, and as these services are expanded to more remote regions of the country, these companies should benefit. Top IGN components include Cisco ( CSCO), Qualcomm ( QCOM), Polycom ( PLCM) and Juniper ( JNPR). At the time of publication, Dion Money Management held no positions in the stocks mentioned.