Any ideas on what to buy ? Anbody ?
"decided against doing anything because I could not decide what to exchange the 'anything' for."
Looks like we might move to a stock picker's market - which is actual hard work reading all the damn 10k and competitive comparisions and charts.
I've recently bought (past two weeks) -
EWA, the Austrailia index ETF
CHN, China closed end fund
SCLN, a tiny biotech, now in one of the biotech indexes, with a drug that might work for Hep C in trials
KCS, an undervalued, increasing production, debt heavy E&P
TMR, an undervalued, increasing production, debt heavy E&P
PMT, the Paramount Energy Trust that was hit in the Alberta tar sands decision. Betting they will either get compensation and/or some of the production back.
BOBJ, Bussiness Objects, one of the leaders in the "Business Intellignece " software sector. I may buy all the companies in the sector - this area of software is growing.
But I can't find a place to make big bets.... |
