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Strategies & Market Trends : Waiting for the big Kahuna
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To: Liatris Spicata who wrote (14089)2/13/1998 11:01:00 PM
From: Mike McFarland  Read Replies (1) of 94695
 
May I suggest a utilities fund--with not
much effort you can trade in and out very
infrequently and still ensure that you do
twice as well as cash. I personally have a
natural gas utilities fund--I think it may
do well in the next 12 months if energy
prices move up* (war with Iraq would do that)
demand for energy moves up (forecast is for
neutral or La-Nina/colder winter next year)
and last, companies buying back their stock
(by reducing payouts, which apparently
nobody wants anymore due cap gain rate).

(* why suppliers of gas would make more
if energy prices rise was not intuitive
to me when I read the annual summary.
It still is not, but I'll trust fidelity
on that one...it may have something to
do with the fact that cost increases
get passed on to consumers, while many
of the companies the fund holds generally
benefit when prices are rising).

Anyway, that is essentially I am doing
with some of what I would otherwise have
in savings. As always, if my thinking
is bad, I appreciate criticism.
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