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Strategies & Market Trends : Effective Collaboration - Team Research for Better Returns:

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To: The Ox who wrote (3738)	10/14/2014 10:49:18 AM
From: ItsAllCyclical	Read Replies (1) of 8239

When you get wholesale selling like we've had recently I'd be looking at the best plays within the sector not the best values (there are exceptions, but they are rare). Once the turn is obvious you can look at best values, but rarely do you get a chance to acquire sector leaders at a discount. SPWR is another I'd strongly consider. Need to do more research here, but assuming oil holds upper 70's and we don't get massive deflation solar sector may be decent IT/LT entry once broad market finds IT bottom. Not a fan of Cramer, but he actually had a decent list of 10 things the market needs to see before it can bottom. I don't think it needs all 10, but a good many will probably be required. Will see if I can produce it later.

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