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Strategies & Market Trends : MDA - Market Direction Analysis -- Ignore unavailable to you. Want to Upgrade?

To: Mike da bear who wrote (36766)1/5/2000 6:45:00 PM
From: pater tenebrarum  Respond to of 99985
 
Mike, it seems like recommending utilities is a tad late...but essentially anything with an outsized yield would be of interest. i have bought some REIT's and today have begun to nibble on tobacco stocks. the thing is that most of these stocks have already suffered considerable declines, and may well be the place money is thrown at if the bond finds a capitulation low that leads to asset re-allocation from equities to bonds. note that the best performing Dow stock during the Russian/LTCM crisis was MO. take a look at RJR...the stock trades below the net cash level per share. true, the litigation threat is huge, but imo this uncertainty has created a great buying opportunity.

regards,

hb



To: Mike da bear who wrote (36766)1/5/2000 8:43:00 PM
From: Paxb2u  Read Replies (1) | Respond to of 99985
 
Mike,

You could play some closed end bond funds. Hi yield funds are paying 10-12% dividends at the current time. I look for those with the best discounts to net asset values. Some that I own are CIK, HYP, PCF, PPT, AND PIM. They have hit their lows recently and this week have begun to move up. Hope this helps,

Peter :o)


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