• The road to the White House is paved with green for investors; that means you, and it means right now! The stock market has ended every pre-election year solidly higher since World War II – with an average gain of 16.9 percent

    Now that the candidates have hit the campaign trail, are we in for a bull market (search) during the second half of 2003?

    Wayne Rogers of Wayne Rogers & Co says he’s not one to fly in the face of history. He thinks the market will rally a bit more to the end of the year, and he believes no matter which party wins the presidential election in 2004, he thinks we are headed for a stronger year next year as well.

    Jonathan Hoenig of Capitalistpig Asset Management says the market is strong. But he says the Democrats scare him, and he thinks the market is pricing in a Republican win next year.

    Hilary Kramer of A&G Capital says we will see more upside both this year and next. She says we’re going to see an earnings rally next year. She says reforms like tax cuts and interest rate cuts are going to show up in the market next year. And she thinks people will be excited at the prospect of another Republican win.

    Gary Kaltbaum of Kaltbaum & Associates says the market is acting great. He points out that recent pullbacks have lasted just three or four days, and until that changes, he says you have to give the market the benefit of the doubt. Gary says history is repeating itself again, and stocks are headed higher in this pre-election year. 

    Dagen McDowell of FOX Business News says the Democrats are going to be looking for some mud to sling during this presidential election and she thinks if they fixate on the post war trouble in Iraq it could hurt stocks.

    Be$t Bets: Election Bull Stocks

    So which stocks are set to take of as Election 2004 heats up? Our panel elects the candidates.

    Hilary's Campaign Bet: Northrop Grumman (NOC)

    52-week high: $130.35

    52-week low: $78.27

    Friday's close (6-27-03): $85.82

    Gary says he would be more bullish on NOC if it breaks above $89. Then he thinks it could go to the mid 90’s. Wayne likes the company, but he thinks there are better stocks to buy right now.

    Gary's Campaign Bet: Coach (COH)

    52-week high: $53.53

    52-week low: $17.19

    Friday's close (6-27-03): $49.94

    Hilary says Coach is banking on Japan, and it has too much competition there. She’s bearish on the stock. Jonathan says he likes Coach. He says it’s a strong brand with a strong stock chart. Wayne says he likes the company, but he doesn’t see room for a lot more upside in this stock.

    Jon's Campaign Bet: Citigroup Investments Corp. Loan Fund (TLI)

    52-week high: $13.53

    52-week low: $11.10

    Friday's close (6-27-03): $13.47

    Wayne says there’s safety in this pick, but if you are looking for real capital gains he doesn’t see a great deal of room here for upside.