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To: Dale Baker who wrote (62722)	8/9/2008 5:01:11 PM
From: Keith Feral	Respond to of 118717

I find it painful to pay up for some tech, healthcare, or consumer stocks, yet I know the sectors are poised for a nice fall rally. I think an iShare for those 3 sectors could make a lot of sense, as opposed to running out and buying all the stocks that are already in the basket. The same could be said for transportation and retail, but the margins aren't there for anything more than a bounce. After much thought today, I really like tech, consumer, and healthcare. I still think individual stocks will do much better than an iShare, so I will continue to focus on those 3 sectors for the fall. I already own enough fixed income/reits and banks. I also think the DIA is a good ETF to put a little money to work for a fall rally. I just want to put a little smart money to work on the sector trends. I figure 1% positions in those sector funds will give round out my 7% DIA position to a 10% ETF weighting. Beyond that, I want to keep a strong cash balance to trade.