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Politics : Formerly About Applied Materials -- Ignore unavailable to you. Want to Upgrade?

To: Jacob Snyder who wrote (42902)3/1/2001 8:30:22 PM
From: advocatedevil  Read Replies (1) | Respond to of 70976
 
Jacob, In this environment, sectors are like motorcycle riders - there are only two types: those who've dumped, and those who are going to dump.

AdvocateDevil



To: Jacob Snyder who wrote (42902)3/1/2001 8:34:57 PM
From: Jerome  Read Replies (1) | Respond to of 70976
 
Are their any sectors left where investors still believe they are immune to a slowing economy?

I'm not sure about the immunity part but lower end retailers are doing just fine. WMT, KM, TGT, FD, JCP, S, etc.

Its only a theory but if the economy stays slow America has to show at the low end.

My theory is that if Wal Mart and K Mart bought nothing from China for 30 days,the huge amount of unemployment resulting would cause a political revolution in that country.

Jerome



To: Jacob Snyder who wrote (42902)3/1/2001 9:37:41 PM
From: Gottfried  Read Replies (1) | Respond to of 70976
 
Jacob, oil service and natural gas have done well. I own SLB, ESV, WFT and am nervous about my gains. They may not be immune to a slowing economy, but declines in production would be small. That doesn't mean the sector's stock prices can't tank.

Gottfried


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