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Politics : Stockman Scott's Political Debate Porch
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To: SOROS who wrote (8142)10/15/2002 9:19:56 PM
From: pbull  Read Replies (2) of 89467
 
The S&P is trading at 15x next year's earnings, and balance sheets are a lot cleaner than they were a couple of years ago. On the other hand, great growth stories such as MSFT, DELL and CSCO are missing in this market, so earnings are focused on megabanks and drugs.
The largest cap in each industry group (PFE, PG, MSFT, JNJ, etc.) should give investors double-digit returns, which is about 500 percent better than bonds.
One last thing. This will enable JPM to unwind some of those way overhyped derivatives, and the U.S. financial system as we know it will continue to exist.
Sell gold. Buy stocks.

PB
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