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Strategies & Market Trends : SiliconInvestor All Stars Forum

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To: SouthFloridaGuy who wrote (1639)	3/31/2008 12:27:18 PM
From: blazenzim	Read Replies (1) of 1718

LI Guy, you and I have different styles. I don't like crowds. Ags, energy, solar, metals are way too crowded for my tastes. They are all momentum plays. The problem is that you never know when the momentum burns out and you're left holding the bag. Mon at 35+ times earnings is a bubble in my opinion. I wouldn't short it because it could go to 45 times earnings. I just stay away from these. The US consumer is toast. That much, I know for sure. Therefore, I focus on companies with weak fundamentals that are likely to disappoint this next earnings season.

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