Balance sheets across Corporate America are bloated with cash, and analysts expect a victory by Romney, who is considered to be more business friendly than Obama, will get companies to finally start spending.

As companies, particularly retailers and technology giants, begin to rebuild their inventories and start shipping products, rail, air and trucking companies are well positioned to enjoy a boost in business, said Matt Troy, analyst at Susquehanna Financial Group.

Railroad companies like CSX (CSX, Fortune 500) and Canadian Pacific (CP) are especially well positioned in the event of a Romney win, because a Republican administration would likely loosen up the Obama administration's emission regulations imposed on the coal industry, which accounts for about 25% of railroad company revenues.

  @CNNMoneyInvest - Last updated September 24 2012 07:51 AM ET
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Best stocks to own if you're betting on Obama

The presidential election is less than two months away, and the race is tight. But if you think President Obama will be re-elected, consider investing in these five sectors.

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