Silicon Investor (SI) -- The First Internet Community

STOCKTALK

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor. We ask that you disable ad blocking while on Silicon Investor in the best interests of our community. If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.

Pastimes : Home on the range where the buffalo roam -- Ignore unavailable to you. Want to Upgrade?

To: Ex-INTCfan who wrote (9196)	9/28/2002 6:01:34 PM
From: pbull	Read Replies (2) \| Respond to of 13815

John Ballen of MFS likes media stocks, and that's the first idea I've heard in a long time that might actually make sense: 1. As a play on a recovery in advertising revenue; 2. The realization that we're NOT going to be watching live programs on the 'Net at home any time soon. His pick is CCU (that one was up a ton in the '90s). The trick for us, as always, is to find smaller ones that may go along for the ride (if there is a ride). But, yeah, media stocks typically do pretty well coming out of a recession. I'm still sitting on my hands for now, watching the price of gasoline go up. Anyway, the reason for this post is I'm convinced that when the market begins to recover, the focus will be on companies that generate cash (that's where your MSFT comes in). Mr. Market won't be in a speculative mood for a long time, in my opinion. PB