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Strategies & Market Trends : Stock Attack II - A Complete Analysis
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To: Davy Crockett who wrote (8407)6/1/2001 11:55:58 PM
From: isopatch  Read Replies (3) of 52237
 
Selected Defense, Precious metals & Energy

are the ones I'm working in. Was almost entirely in Energy from early 1999 through Sept of last year. But went to a high cash position thereafter until about 6 weeks ago. Then entered a different mix. Currrently only 2 energy stocks. Defense and Precious metals are vastly larger %ages of the current portfolio vs 1999 or 2000.

But there are certainly other sectors that will join the new leadership which is gradually emerging.

What sectors do you see gaining in strength?

Isopatch
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