Todd Schoenberger of the Black Bay Group thinks a Romney victory could soothe an economy paralyzed by fiscal uncertainty, helping corporate America get back on track.

"If you have the GOP that takes over the White House you're going to have companies that are going to feel a little more secure," says Schoenberger in the attached clip. Once a fiscal plan is in place, particularly if it's pro-business, companies will put their cash-heavy balance sheets to work. "If that's the case, that's good for stocks."