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Strategies & Market Trends : Sector Analysis (mostly) -- Ignore unavailable to you. Want to Upgrade?


To: ItsAllCyclical who wrote (3)5/9/2004 10:25:45 PM
From: Paul Senior  Respond to of 22
 
I don't see any sectors that are at multi-year lows.

A few that I like at the price now though are:

Discount retailers: NDN, BLI, DG. Growth at a reasonable price, imo.

Business Development Companies: ACAS, ALD. I started a very small position in AINV on Friday.

Commodities on the drop: PD. RIO. I like the low forward- estimated p/e.

Car parts manufacturers: DRRA, SUP, VC

Housing stocks: I have several. Added recently to BZH. I like the low forward-estimated p/e levels in the sector, high roe, and good sales increases.

Paul Senior
I hold shares in all these stocks.



To: ItsAllCyclical who wrote (3)5/17/2006 1:31:19 PM
From: hubris33  Read Replies (1) | Respond to of 22
 
LOL! Just have to laugh at the action today. Glad I use stops. Interesting view of GSS nice to see basserdan posting it. Would like to see what might be added by those more knowledgeable on the topic. Per cwpc have you seen that there is mass buying on the way down while really good support lies about a buck lower. Through a phenom called isostatic rebound even a rock could float at those levels. Have been trying to avoid knife catching in this market as don't wanna be a bagholder if the bottom falls out. Speaking of bagholders..... <g> Good luck trading, hope I'm not too obtuse. ;)

H3