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Strategies & Market Trends : Value Investing
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To: Wallace Rivers who wrote (13324)11/13/2001 6:59:33 PM
From: Bob Rudd  Read Replies (1) of 78750
 
<<any thoughts on the autos? Probably, my favorite one from a risk/reward standpoint would be F>>I haven't studied the sector deeply, but would be concerned about a move away from large SUV's and luxury trucks that have powered profitability. This would be a secular, rather than cyclical change that is on the forefront of industry concerns. In an interview Ioccoca called the lifecycle long in the tooth on these. The recent gas spike would be a catalyst. I have no evidence to support this and could be quite wrong.
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