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Pastimes : The Justa and Lars Honors Bob Brinker Investment Club Thread -- Ignore unavailable to you. Want to Upgrade?

To: Wally Mastroly who wrote (1336)	8/2/2001 11:00:02 AM
From: jonathan romanowsky	Respond to of 10065

Question for the group: Where to invest now given bleak options? Are there sectors that seem interesting? What are people's opinion on the dollar "engineered" to weaken? If you agree, what sectors would benefit the most? Here are my assumptions: - Stock market still overvalued when looking at it from a PE or PEG view (true for S&P 500 and big NASDAQ stocks) - Interest rates on fixed assets are low - Economy at a challenging point (irrational consumer spending habits, higher unemployment, no capital spending by business, high energy and health care costs, real estate somehow holding value) Thanks, Jon