APMP (formerly APM) Message Board

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Strategies & Market Trends : APMP (formerly APM)

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To: tom pope who wrote (10739)	4/17/1998 5:19:00 PM
From: Rudy	Read Replies (2) of 13456

Do you guys wanna talk some about sectors? Like who likes what sector and why? I like sector investing and usually study groups of stocks in the sectors I like. My favorite sectors at the time are: 1. Web/Information Technology - Hot but dangerous 2. Oil Drilling - Turnaround - 3. Oil Equipment and services - Turnaround 4. Oil Platform constructors - Turnaround 5. Telecom - Especially high speed communications, wireless, satellite 6. Investment Services - already very high but where else can it go but higher? 7. Software - Hardware gets cheaper, software gets more exposure 8. Computer Services - Services and technology together! 21st century 9. Retail - Always loved 'em. Very hot but earnings getting better and goods getting cheaper, their profit margins must be getting better 10. Restaurants/Hotels - Debatable but they will get their share of more spending as an outcome of more wealth 11. Airlines - Hedge play to oil story. What do you guys think?

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