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To: fedhead who wrote (126038)	9/27/2001 5:40:59 PM
From: pater tenebrarum	Read Replies (2) \| Respond to of 436258

that's definitely a possibility. my simple rule of thumb is to look at what has been strong during the downturn? in most cases, the sectors and stocks showing strength in a weak market will get even stronger when the market recovers. as Earlie has mentioned, infrastructure plays are worthy of consideration, i.e. all the potential recipients of government largesse. i have to say though that i haven't yet given the topic much thought - i.e. i can't yet offer specific ideas. one can probably also consider bottom fishing in beaten down sectors and stocks, but one needs to be careful with that...the time for bottom fishing comes when all vestiges of investor hope have been utterly crushed. i continue to be optimistic about high yield stocks that are not affected by the economic cycle...i believe reliable income generation will remain a big lure.