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Strategies & Market Trends : 50% Gains Investing

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To: Dale Baker who wrote (72243)	2/6/2009 1:32:49 PM
From: Keith Feral	Read Replies (1) of 118717

After puking yesterday's blowoff in the banks, I managed to pick up more PFF to regroup those positions. I also took another 10% out of cash the past couple days since the defense of 8000 looks intact. Today, I'm adding back in another 15% to get more fully invested as we come to the end of the great winter puke job. The bank stocks may no longer be yield plays at the bottom of the TARP barrel, but there is a new theme to be gained. The banks and financials are trying to restore TCE ratios until the TARP money can be repaid. There is also the earnings recovery to be captured. Stocks like APPL and RIG look good on the charts from here too. FCX could be a good gold play, and a recovery for metals and mining. BTU is my favorite coal play. FWLT looks better than CBI. MOS is starting to really look strong. Added some DE today too. It's getting tough to find a bad looking chart at the moment, with the exception of HIG. They blew their earnings and guidance for next year. Still, the company has $6 in earnings for 2009. Not a bad place to be with the stock at $11.50.

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