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Strategies & Market Trends : Value Investing
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To: Spekulatius who wrote (33174)1/1/2009 5:35:36 PM
From: Madharry  Read Replies (1) of 78622
 
fwiw I had a discussion with a friend about what he was looking into buying for 2009 and one of his ideas was to anticipate what the large mutual funds would be buying when they were convinced it was time to commit more funds to the market. He came up with Microsoft and I told him that I thought Google would be a much more likely stock for funds to buy once they started anticipated and upcycle in the economy. Seems to me Google has a pretty strong moat and should benefit more than most from a stronger economy.Of course I dont own it.
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