John Pitera's Market Laboratory Message Board

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Strategies & Market Trends : John Pitera's Market Laboratory

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To: Stoctrash who wrote (12142)	3/14/2009 8:19:32 AM
From: John Pitera	1 Recommendation Read Replies (1) of 33421

I've been talking with a few accounts looking to have long side exposure to some US industries with upside the next couple of years, one of my likes WHR, down from a 55 to 70 range the past 18 months with a price high at 111 in Jun of 2007. It's recently been a real attractive buy here at under 20$ a share and even at 25, the replacement and upgrade cycle is not going away. I think it's an easy 4 bagger over the coming 12-18 months. BBY has witnessed the dimise of Circuit City, also creating an opportunity. Best Buy was always better focused on the emerging tech side of the businesses sales. This is an investing and asset allocation situation that necessitates quick thinking and ways to think outside the traditional valualtion box ... metrics. Great opportunities with Tech that have robust cash balances on their books, in fact most companies with strong cash should be studied as they have tools to create superior returns based on many metrics to their shareholders. John

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