"The health care picks in our growth portfolio should prosper whatever the outcome of the raging health care debate," suggests growth stock specialist Stephen Leeb.

In The Complete Investor, he explains, "That's because they're leveraged to demographic realities, and in particular to the tide of aging baby boomers," Here, he reviews on portfolio holding -- Teva Pharmaceuticals (NASDAQ: TEVA).

Leeb says, "Israel-based Teva Pharmaceutical is the world's largest manufacturer of generic drugs. Capitalized at $49 billion, Teva pulled in some $11 billion in revenues in 2008, with generic drugs contributing more than two-thirds of those sales.

"A smart grid is one of the holy grails of 'green' technology, enabling utilities to deliver resources when and where they're needed and reduce resources when they're not," says Brendan Coffey.

In The Cabot Green Investor, he explains, "There are larger companies in the smart metering arena, but Echelon (NASDAQ: ELON) has posted some significant wins in the marketplace recently and appears primed to generate more."

"Right now, grids are set up to provide as much power as needed at peak times, all the time. Studies show that when customers are part of a smart grid, and have more information to reduce energy usage, demand is slashed by up to 50%, particularly in areas where rates are discounted depending on the time of day.

"Coal accounts for more than 70% of China's electricity," says Tony Sagami. In Uncommon Wisdom, he looks to an ETF poised to benefit from long-term rising coal demand.

The advisor explains, "China's coal consumption is growing, and it is building coal-powered power plants at a breakneck pace.

"Why? Because they are much cheaper to build and operate than any other power-producing option. China is power starved, and coal is the main resource used for generating electricity in the country.

The Cabot Benjamin Graham Value Letter focuses on stocks that meet the strict value criteria of the legendary investor. Here, J. Royden Ward looks to Teva Pharmaceutical (NASDAQ: TEVA), noting, "Teva is based in Israel and develops, makes and sells generic and proprietary-branded (store brand) drugs."

The advisor explains, "The company is one of the largest generic drug-producing companies in the world and, in addition, sells active ingredients to other pharmaceutical companies.

"Teva's aggressive acquisition and product development programs are driving strong sales growth. The company recently purchased U.S.-based Barr Pharmaceuticals for $7.5 billion. Barr will increase Teva's generic drug sales significantly in the U.S. and parts of Europe.

"If there was ever a stock we can hold for a few years, natural gas company Chesapeake Energy (NYSE: CHK) is it," says Ian Wyatt. Here's the latest from his Top Stock Insights.

"Chesapeake Energy is the largest independent natural gas company and most active driller of wells in the US. Its operating activities include the onshore exploration and production of natural gas.

"The Obama administration is keen on achieving energy independence for the US. Natural gas is a good option for energy, since it is inexpensive, clean and domestic. I believe the administration will continue to push natural gas as an alternative to oil, and create incentives for the industry.

Andy Obermueller is the chief investment strategist of an intriguing new service that focuses on developing government legislation to find investment opportunities.

In his Government-Driven Investing the advisor looks at Praxair (NYSE: PX) as a play on clean coal technology, more-technically known as carbon capture and sequestration. Here, he explains the opportunity:

"U.S. Energy Secretary Steven Chu recently announced an $8.4 million project to ensure that the nation's innovators are up to speed on the latest carbon-capture and sequestration technology.

"CVS Caremark (NYSE: CVS), the nation's largest U.S. drugstore chain, remains a buy in our model growth portfolio," says Stephen Leeb.

In his The Complete Investor, he explains, "Business at CVS has been resilient. In the second quarter, revenue growth was up 22% for its pharmacy benefits management (PBM) business and 17% for retail operations.

"Total sales, almost evenly divided between the two segments, rose 18% to $24.9 billion. Earnings of $886.5 million, or 60 cents a share, were 13% higher than in the year-earlier period and beat consensus estimates by a penny.

Given the recent controversy over Obama's address to school children Tuesday, I was interested to see the speech released on the White House web site. While not all schools will be showing the speech, it is still likely to have a huge audience of many students across the nation. I looked to see which companies might benefit from this exposure.

Overall, Obama encourages kids to study hard, be responsible and overcome the many obstacles they face, while relating his own difficulties from school.

Google (NASDAQ: GOOG) gets a positive mention as an example of the kind of company to strive to build.

The iPhone also makes it into the speech, to the benefit of Apple (NASDAQ: AAPL).

J. K. Rowling -- author of the Harry Potter series -- gets included, a plus for her publisher, Scholastic Corp. (NASDAQ: SCHL), and Time Warner (NYSE: TWX), which has released the movies based on the books.

"Regardless of how you analyze the company, CVS Caremark (NYSE: CVS) stands out," says Chuck Carlson.

In The DRIP Investor, he explains, "Our Quadrix stock-rating system ranks more than 4,000 stocks based on more than 100 different variables. CVS scores better than 90% of the stocks in the Quadrix universe."

"CVS's Sector score -- that is, a score devised by evaluating the metrics that have the most influence over performance in that particular sector -- is also impressive at 95 out of a possible 100.

"The US natural gas storage cycle is fairly straightforward: More gas is consumed in winter than in summer because natural gas is a key source of heat," explains Elliott Gue.

In his industry-leading The Energy Strategist, the energy sector specialist makes a bullish case for natural gas as well as contract driller Nabor's Industries (NYSE: NBR).

"The year started off with gas storage levels falling in line with the average. In late February or early March that all changed: Storage levels jumped and eventually broke to a new five-year high.

"I'm adding Itron (NSDQ: ITRI) to my diversified portfolio of stocks in the alternative energy space," says Elliott Gue.

In The Energy Strategist he explains, "The firm will benefit from both the HR 2454 bill (a cap-and-trade system designed to reduce U.S. greenhouse gas emissions) and the stimulus bill which included direct subsidies aimed at promoting efficiency and building a more intelligent electric grid.

"Itron is a leading play on energy efficiency and smart grid technologies, a key, near-term component of cutting carbon emissions.

"Maxwell Technologies (NASDAQ: MXWL) provides R&D services to the U.S. military and other government agencies; it's become the world's leading authority on ultracapacitors," says Timothy Lutts.

In The Cabot Stock of the Month report, he explains, "Ultracapacitors are handy little electronic devices that store and release electric energy more efficiently than batteries; they can be 10 times lighter than batteries and store and distribute energy 10 times more effciently than batteries."

"So what are ultracapacitors good for? Today, Maxwell-the primary American ultracapacitor manufacturer-is focusing its efforts on two fast-growing young industries: wind turbines and hybrid/electric vehicles.

"Health care reform could mean opportunities for astute investors," says Brandon Clay in his Invest With an Edge.

Here, eyes two biotech ETFs that "should be on everyone's watch list." The advisor notes, "With health care on the front burner in Washington, these biotechnology ETFs may finally be ready to pop."

"Investors in health care should think outside the realm of traditional pharmaceutical companies and health insurers. Those sectors are each facing headwinds that make stock picking difficult.

"In addition, several big pharma companiesare desperate to reload their empty pipelines in the face of increased competition from generic drug makers.

"Like others, I've been trying to figure out how to play President Obama's policy initiatives in healthcare," says Glenn Rogers.

The contributing editor to Internet Wealth Builder adds, "I think the generic drug makers have the best chance of coming out of the upheaval in healthcare smelling like roses." Here, he looks at one favorite: Perrigo (NASDAQ: PRGO).

"I've chosen a lesser-known generic drug maker that I think should reward investors over the next 12 months with a market-beating performance; Perrigo Company is a leading manufacturer of generic over-the-counter and prescription pharmaceuticals.

What's the next bubble? Perhaps it's the global spending on infrastructure.

No doubt, there will be some big-time winners, especially large engineering companies. One example: Siemens AG (NYSE: SI), which is the largest engineering operator in Europe.

Interestingly enough, the company said that – over the next three years – it will win about $21 billion in projects from the stimulus bonanza. Something else, roughly 40% of the projects will involve environmental technologies.