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Strategies & Market Trends : Value of Perfect Information

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To: Spekulatius who wrote (88)11/21/2008 1:13:08 AM
From: Q8   of 262
 
Spekulatius:

The stocks I like from each sector are as follows:

Energy: BHI
Food: DRI, CAKE or RUTH
Hotels: OEH
Telcom: PCS or APKT
Financial: Should C C (double pun!) at 7
Insurance: PRU and ABK (up almost 70% today)
Tech: EMC
Paper: IP
Metals: PCU
Construction: FWLT
Apparel: ANN
Investment Services: CME
Industrials SCS
Building Material: CX
Consumer Discretionary: LEG
Health Care: BKD
Utilites: ED
Information Technology: ADI

And my all time favorite speculative play: OMAG

Hope this helps!
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