WTS To Earth...
Earth, I'm not a very good person to ask for any recommendations on "hot" sectors. I'm actually a pretty conservative investor. When I look at the valuations of most of the B2B co's I find it very hard to see how they will be justified. I've said the same thing about I-nutz stocks for several years, too!! So, I have a really crappy record there. Looking at market caps with $XXB numbers for company's with revenues of 10 or 20 $M is something I can't do without cringing. I'm not a good momentum investor...
I bought GOJO a year ago, before it was GOJO(they did a reverse merger with a shell corp) for a couple of bucks a share. I liked what I'd been able to find out about the company, checked out its products and liked the opportunity. The Linux angle was a pretty minor consideration for me, at the time. Today, its what's propelling the stock. What I like about GOJO is that even if Linux is a bust, they still are well positioned.
I like infrastructure plays, too. Particularly networking co's. Most of my favorites were bought out(XYLN,FORE,YURI) or I sold too soon(SDLI). Right now the best play I have their is TKLC. Which is on a major roll after some serious problems. Its not really been forgiven by the market, yet, but its day will come. Otherwise, most of my favorites are software vendors in the enterprise application space. I think the good members of that group will rebound strongly in the first six months of next year.
I'm very paranoid about the market right now, and almost 90% exposed to tech stocks, so I've been hedging by buying index puts on NAZ100, SOXX, .DOT, etc. So far its been an expensive exercise, but, it makes me sleep a little better.
Best of luck with your investing.
WTS |
