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Strategies & Market Trends : Bonds, Currencies, Commodities and Index Futures
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To: robert b furman who wrote (8964)1/2/2006 9:59:07 AM
From: Patrick Slevin  Read Replies (1) of 12411
 
I agree with that. I like techs, financials and heavy equipment/commodity producers.

Phelps Dodge for example.

If the Fed flushes in liquidity these are the firms that usually benefit. I think they may tighten one more time but after that those types of corporations have to benefit.

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Of course, PD has been rocketing along for some time now. Copper prices, I guess.
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