China's announces stimulus...so what to invest in now?

Today we saw an announcement of China coming out with their own stimulus package. So what we saw today was the market reacting very positive to this announcement. This may lead to a stimulus of stocks in the US and now we're wondering how to play this announcement. Well, here's what I think you should invest in...

Caterpillar- If we are ever going to see a positive climb in stocks soon then we're going to have to invest in the companies that will drive industry. Caterpillar is near incredibly low historical levels and it makes sense to invest in this company.

Alcoa- Same deal with Caterpillar, now steel is an obvious driver for industry again and it's trading below 7 bucks a share. It's a steal if you have money to play with and I don't forsee it going any lower.

Tech-The one sector that has not been hit hard by the recession and looks to be a bull for both corporate and consumer spending. The likes of Hewlett Packard, Electronic Arts, IBM, Apple, and Microsoft are going to see this recession through.

Monsanto- I love this company because they don't let anything get in their way. It's a bit pricey at around 70 but fertilizers are going to be needed if biofuels and farming are going to get off the ground.