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Strategies & Market Trends : Electronic Contract Manufacture (ECM) Sector
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To: rich evans who wrote (1089)1/9/1998 2:26:00 PM
From: jeffbas  Read Replies (1) of 2542
 
I still stick to my bear market theory. Just as in a bull market stocks acquire valuations that leave you scratching your head, the same thing happens in a bear market. The best thing to do this winter is to hibernate, as you said.

With less money going into stocks, the ones that will be hurt the least will be companies not dependent on (higher cost product) sales abroad, or on orders from abroad. That leaves out almost all tech companies.
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