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Pastimes : Clown-Free Zone... sorry, no clowns allowed
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To: AllansAlias who wrote (44209)12/5/2000 10:53:20 PM
From: Oblomov  Read Replies (1) of 436258
 
1) many of the tranny stocks are logistics companies in drag... IPX, GMT, AMR, etc. They are benefiting from the SCM revolution. I am currently long TSG and IPX.

2) railroad stocks have seemingly bottomed recently. I am considering a position in BNI. Even if a train never runs again, these companies are asset plays. Together they own rights of way between almost every North American city.

3) one could make an argument that capital production is giving way to capital consumption... thus, the collapse in tech stocks, with the simultaneous rise in dusty gems like MMM and DHR, trannies, oil/gas, etc. This would imply, of course, that the k-winter is ending, which IMO is not the case.
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