"Any company that can consistently create revenue out of air is worth a look," says Jim Stack, referring to Air Products & Chemicals (NYSE: APD).

In his InvesTech Market Analyst, the advisor and money manager explains, "We especially like a company that can create over $10 billion a year in sales ... from air (actually industrial gases)." Here, he explains the reasons he rates the shares a 'buy' in his model portfolio.

"For APD, much of that 'air' revenue comes from the sale of tonnage gases. Tonnage gas delivery involves the on-site or pipeline delivery of hydrogen and other chemicals to oil refineries.

"DuPont EI Neumours (NYSE: DD) is a world-class company with a world-class dividend yield," says growth & income expert Bryan Perry. Here's the latest from his The Cash Machine.

"Some of the biggest winners in a recovering economy are those stocks of companies engaged in the basic businesses such as industrial chemicals, plastics, and adhesives.

"The firm can implement price increases along the way, which could translate into phenomenal earnings surprises and set a stock like DuPont in motion higher.

"The steel stocks tend to go through boom and bust cycles depending on global economic activity; they have been pummeled over the last year, as the global economy slowed," notes turnaround expert George Putnam.

In his The Turnaround Letter, he explains, "But the news about steel is not all bad." Indeed, he believes some steel companies are poised for a turnaround. Here's his review of 6 leading steel production companies.

"Weakness in two big steel consuming industries, autos and construction, has been particularly troublesome for the steelmakers.

"However, there is evidence that steel inventories are gradually being worked off to low levels. There are also signs that economic activity in China, which is a huge consumer of steel, will not fall off as far as some economists initially feared.

"Being a great company is just half of the equation; buying a great company at a great price is the key to successful investing," says Jim Stack, a money manager noted for having accurately forecast the market's troubles over the past year.

In InvesTech Market Analyst, he looks to one stock that meets this criteria. He states, "An enviable line-up of dominant brands, outstanding profitability, financial strength, and attractive valuation make United Technologies (NYSE: UTX) a compelling buy."

"For most people, UTX is a behind-the-scenes powerhouse, providing many of the everyday industrial components we take for granted, but rarely think about.

"We're going to revisit a stock we've traded in the past: General Electric (NYSE: GE)," says growth & Income expert Mark Skousen.

In his specialty yield-oriented advisory service -- High Income Alert -- he asks, "Why buy a stock scraping the bottom?" Here, the leading advisor offers four reasons behind this new recommendation.

"GE, of course, is a global leader in appliances, aviation, healthcare, transportation, energy, water technologies, cable, film, consumer electronics, lighting, electrical distribution and finance.

"The U.S. economy is in the dumpster right now, so it's no surprise to find GE there, too. From a high of more than $40 a little more than a year ago, GE trades near its 52-week low today. And we see four good reasons to buy.

"The Obama administration is poised to spend a lot of money on infrastructure; one important sector is the the nation's electric power grid and the communications system," notes growth stock advisor Dave Dyer.

In his Dave Dayer's Newsletter, he explains, "Some products will win big, others will get nothing, but one company will get more business regardless of which products win: Quanta Services (NYSE: PWR), the leading electrical contractor in the country.

"Quanta's service business stands ready to expand with the infrastructure buildout no matter which products are selected.

"They do design, installation, maintenance, and repair on just about any type of network infrastructure (electric power, telecom, broadband cable, and gas pipelines.) Their moat against competitors is size. They are the largest in their field and that is in no danger of changing.

What sectors are poised to outperform as a result of a Barack Obama presidency? To find out, we turn to fund expert Jim Lowell who recent prepared a report highlighting the top ETFs based on each candidate.

In The Forbes ETF Trader, he offers several top picks including ETFs that are focused on biotechnology and medical research, industrials, clean environment and clean energy technologies.

"SPDR Biotech (ASE: XBI) seeks investment results that correspond to the price and yield performance of the S&P Biotechnology Select Industry Index which is made up of the biotechnology sector of the S&P Total Markets Index.

"It began trading in January 2006. The top ten holdings are Genentech, Amgen, Gilead Sciences, Celgene, Genzyme, Biogen Idec, Imclone, Cephalon, Vertex Pharmaceuticals, and Alexion Pharmaceuticals.

"Vanguard Industrials (NYSE: VIS) seeks investment results that correspond to the price and yield performance of the Morgan Stanley Capital International US Investable Market Industrials Index.

"Even with the poor outlook for the economy, there are many investment opportunities being created by high energy prices and the low dollar," notes Jim Powell. In his Global Changes & Opportunities Report, he explains, "American 'rust belt companies' look especially good."

"Surprisingly, rising fuel prices are making some American manufacturers more competitive and I could not be happier about the improved outlook for many efficient U.S. producers.

"U.S. machine tool makers are starting to take back some of the business they lost to Japan 20 years ago. U.S. imports of Chinese steel are declining dramatically, while domestic production is rising at rates not seen in years.

"The list of U.S. businesses that are benefiting from the new trade relationships will lengthen, but it won't happen overnight. It's not just a matter of being loyal to the home team. America will benefit from creating more real wealth instead of the flim-flam financial products that led to the phony boom.

"I've never been a big fan of deep cyclical industries, such as autos, chemicals, and steel; the companies tend to have violent swings in their results as a result of economic cycles," observes Chuck Carlson.

However, says the editor of The DRIP Investor, "Every so often I'm willing to make an exception for a well-run cyclical company. Arcelor Mittal (NYSE: MT) is such a company." Here is his review.

"Arcelor Mittal is the world's number one steel company, with 310,000 employees in more than 60 countries. It has demonstrated the ability to navigate the often-difficult waters of the steel industry.

"For investors who are looking for stocks that should hold up in an inflationary environment, Mittal should be of interest. The company has pricing power -- for example, the company just announced a $100-per-ton price increase on its carbon and high-strength low-alloy plate steel products for all North American orders, effective May 4.

"We like to invest in the strongest sectors and we think Industrials are on their way to the top," note Ron Rowland and Brandon Clay in All Star Investor.

The advisors explain, "Surveying the horizon of industrial companies, the most promising is Bermuda-based, Ingersoll-Rand (NYSE: IR). This is a stock you want for the next 12 months."

"The stock market is a leading indicator; it starts to decline before the economy slows down, and it starts to advance well before the economy improves. These lags often results in a stock market that starts moving up just when the public becomes 'convinced' that the problems are serious.

"Economic reports are likely to get worse. Housing foreclosures are likely to increase. Many more employees are likely to be let go. These are the perceptions that currently haunt investors.

"However, these are often the very same perceptions that create bottoms in the stock market. It is hard to see how the economy will crawl out of this mess, but eventually it will. The groundwork is now being laid.

"It may seem counter-intuitive, but investors should start planning for the next expansionary cycle. Markets move well ahead of facts, and it's time to invest accordingly. And indeed, industrials have risen in our rankings in recent weeks.

"A global leader of broad-based equipment offerings, Ingersoll-Rand is positioned to capitalize on the next phase of development like no other company in its sector. Here's why.