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Strategies & Market Trends : Investing during a Bear Market

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To: Bearded One who wrote ()11/7/1997 4:17:00 PM
From: Zeev Hed   of 226
 
Bearded one, let me inaugurate this august new thread. One calss of companies that might benefit are those providing domestic products that cheap overseas labor cannot compete with, such as the telecommunications companies (yes, telephone like big T, I have a GTC at 39 hoping that it drops that far in the next two weeks), utilities (I would not touch them myself, too boring, but they can compete with each other, but no cheap chinese labor can compete with them here), insurance companies (particularly those with little exposure to the health care field) and entertainment companies (example BNGO which I like quite a lot and another spec IELSF which is going to provide gaming on international flights, they are already working with Singapore airlines and negotiating with many others in the rim).

How is that for a first shot over the bow?

Zeev
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