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Politics : Ask Michael Burke -- Ignore unavailable to you. Want to Upgrade?

To: Knighty Tin who wrote (89197)	2/4/2001 9:28:43 PM
From: BSGrinder	Read Replies (1) \| Respond to of 132070

Michael, Since the Fed easing began, consumer cyclicals have been rocketing, apparently in anticipation of a recovery from a recession that has not even officially occurred yet. Cramer has been telling everyone that it is "right" to be buying retailers and what he calls "growth cyclicals" (he includes IBM in the latter category) because they are going to surprise to the upside this quarter. Since these businesses are exactly where you do NOT want to be when you are heading into a recession, shouldn't they make some juicy poot targets? I know you have hit HD, but are there any other such targets that you are giving the hairy eyeball? Thanks, /Kit