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Politics : Formerly About Advanced Micro Devices

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To: Road Walker who wrote (370343)2/8/2008 12:07:41 PM
From: tejek  Read Replies (3) of 1573941
 
I bought some more AAPL a smidgen under $120. But also own some a little higher... still slightly under water. Probably won't rally until after the first quarter. And then if this is a really crapping recession then it may just go down.

I am treating this like its very, very early in the next bull market......which means I think we are trying to bottom right now.....a process that could well take months. In this part of the cycle, financials and transportation do best. I also will pick up some of the better housing stocks:



What's looking good is wholesale inventories are remaining lean.......that bodes well for the next up cycle.
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