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Strategies & Market Trends : Value Investing
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To: E_K_S who wrote (32726)11/11/2008 9:49:35 AM
From: Paul Senior  Read Replies (4) of 78644
 
EKS, for China,yes, I'd hope shipping stocks would come back from their near death. SFL (Based on your post, I'll look to add now to my few shares), DRYS, others. Copper producers, maybe FCX. Cranes, maybe MTW. China diesel engine manufacturer CYD. Plant designer KHD. Chinese oil companies CNEH, PTR. For the power grid upgrade, JST. Maybe bellweathers HUWHY.pk and CHL.
Real estate maybe - maybe M. Whitman's plays, CDEVY.PK CHEUY.PK WHLKF.PK SUHJY.PK.

I'm holding small positions in all of these.
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