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Non-Tech : Companies that BENEFIT from a recession
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To: zebraspot who wrote (21)1/29/2008 10:27:04 PM
From: Sid Turtlman  Read Replies (1) of 34
 
Hi Zebra. Sorry for the delayed response. I haven't looked into SI in some time. Yeah, I would rather be in CL than a lot of things, but it seems like a little too obvious of a soft economy play, perhaps one that might be overowned by institutions already. I like the SUDRF and SUDNF (aka STB.un etc.) because the yield is so high at 11+% and 9.6+% respectively, and, I think, pretty safe. That will attract more people the more the Fed lowers rates. CL's yield is under 2%, so it has to go up for you to come out ahead, while the STB paper doesn't.

I recall at least a while ago you liked gold and were skeptical about real estate, so you must be doing well now.
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