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Strategies & Market Trends : The Residential Real Estate Crash Index -- Ignore unavailable to you. Want to Upgrade?

To: ChanceIs who wrote (181913)	2/4/2009 10:30:55 PM
From: Broken_Clock	Respond to of 306849

the only ting about ROST is that their stores are packed.

To: ChanceIs who wrote (181913)	2/5/2009 8:10:55 AM
From: Perspective	Read Replies (1) \| Respond to of 306849

We're getting far enough along in this bear that I'm beginning to raise my exposure against the "recession-proof" ones. I really don't even care if their earnings really ARE recession-proof. That doesn't matter. At some point their STOCK will no longer be recession-proof. Deflation is bad for stocks. Period. All stocks go down in a deflationary environment, with very few exceptions. Interest rates - for anything except government-supported rates - have risen substantially, and PEs are falling even for steady earnings streams. Stocks like ROST ORLY and AZO don't reflect this. `BC