"Concerned Government" Contrary Stock Play

While the Upper Chamber of the Great Sausage Factory is busy berating oil company CEOs, the price of oil and gas is falling rapidly. Completely predictable. This is further evidence that the government is a good contrary indicator when it comes to economic issues. This can be a profitable investment strategy as well, if you know how to recognize the indicator and play it intelligently. My bet for best "concerned government" contrary play these days are poultry producer stocks (TSN, PPC, SAFM, IBA) , which have taken a hit due to all the avian flu hysteria. Now that the government has decided that the avian flu is a big enough problem in need of $7 billion in government spending, you can be assured that it is no problem at all.