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Companies that appeal to lower-income and middle-class consumers are likely to get the biggest boost once the government stimulus makes it way to American wallets. "This is positive for Wal-Mart and [Taco Bell parent company] Yum! Brands over the next 6-12 months, particularly because energy prices should remain low," a study by UBS determined. Tax firm H&R Block will also see a jump in business because of the "very well publicized new tax breaks for individuals and small business."